Loews Santa Monica Beach Hotel

1700 Ocean Avenue
Santa Monica, CA 90401

(310) 458-6700

Customization is Key: Delivering Bespoke Solutions to Institutional Investors

Rescheduled for September 15-16, 2020 – Loews Santa Monica Beach Hotel, Santa Monica

 

Alternative investment managers and solutions providers increasingly construct unique portfolios for institutional asset owners and establish well-defined alignment of interests. Tailoring solutions for investors results in lower costs, operational efficiencies, and alpha generation.

Join us for compelling discussions and networking between institutional asset owners, allocators, alternative investment managers, solutions providers, and academics as we examine the latest innovations and bespoke solutions that provide value to investors and their fiduciaries through various economic cycles.

Working Agenda, Subject to Change

Tuesday, September 15

5:30 – 7:00 PM                 

Welcome Reception

Wednesday, September 16

7:30 – 8:15 AM         

Networking Breakfast

8:00 AM                                     

Welcome 

8:15 – 8:45 AM                         

Do Alternative Investments Belong in Pension Fund Portfolios?                                

Presenter:          

Marat Molyboga, PhD, CFA, Chief Risk Officer, Director of Research, Efficient Capital Management                

8:45 – 9:30 AM                        

Changing Opportunity Sets in Alternatives

Moderator:                        

TBD, Clocktower Group

Panelists:                            

Breanne Eshelman, Esq., CFA, CQF, Investment Director, UCLA Investment Company

Jean-François Tormo, CAIA, Head of Global Portfolio Solutions, Americas, Lyxor Asset Management Inc.

Nick VanMeter, Portfolio Manager, TPRV Capital, LP

9:30 – 10:30 AM                          

Macro Strategies: Exploiting Their Power to Protect a Portfolio

Moderator:                        

James St. Aubin, CFA, CAIA, Managing Director, Chief Multi-Asset Strategist, HighMark Capital Management

Panelists:                            

Grant Jaffarian, Portfolio Manager, Crabel Asset Management

Anoosh Lachin, PhD, Portfolio Manager, Aspect Capital Limited

Ryan O’Grady, Co-Founder & Chief Executive Officer, ROW Asset Management

Brian Payne, CAIA, Investment Officer – Diversifying Strategies, Teachers’ Retirement System of the State of Illinois

10:30 – 11:00 AM

Networking Break          

11:00 – 11:45 AM

Dealing with Unpredictable Markets – What New Solutions Are There?

Moderator:                       

Ranjan Bhaduri, PhD, CFA, CAIA, Founder, President & CEO, Bodhi Research Group

Panelists:                           

Michael Johannes, PhD, Portfolio Manager, O’Brien Investment Group

Misha Malyshev, PhD, Chief Investment Officer, Teza Capital Management

Judith Posnikoff, PhD, Managing Director, Martlet Asset Management

11:45 AM – 12:30 PM                       

Managing Risk and Improving Alpha with Customization

Moderator:                       

Joshua Leonardi, Director, Capital Introduction, TD Securities

Panelists:                            

Mazen Jabban, Chairman & Chief Executive Officer, Vidrio Financial, LLC

Daniel MacDonald, CFA, Head of Advisory & Pensions, Middlemark Partners

Jonathan Planté, CAIA, Manager, Business Development & Investor Relations, Innocap 

12:30 – 1:45 PM                        

Networking Lunch

1:45 – 2:00 PM                         

Return to Ballroom

2:00 – 2:30 PM                            

Open Discussion: What is Benchmarking?

Discussion Leader:          

Mark Shore, Director, The Coquest Institute

2:30 – 3:30 PM                             

Responsible Investing: The Rise and Rise of the ESG Dividend

Moderator:

Anuj A. Shah, Managing Director, KKS Advisors

Panelists:

Catherine Banat, Managing Director, Director, Responsible Investing, RBC Global Asset Management

Tamara Close, CFA, Founder & Managing Director, Close Group Consulting

Bonnie-Lyn de Bartok, Founder and Chief Executive Officer, The S Factor     

Eric Goldberg, Managing Director, KPMG 

3:30 – 4:00 PM                             

Networking Break

4:00 – 4:45 PM                             

Managing Operational Alpha in a Volatile Market

Moderator:

Rob Vanderpool, President, InfraHedge North America, and Managing Director, State Street Global Services, Alternative Investment Solutions

Panelists:                            

Carlos Ferreira, CPA, CFA, FRM, Managing Director, Head of Investment Operations, PAAMCO Prisma

Ray Joseph, Vice President, Wilshire Associates

Thom Young, President, FAR capital LLC

 4:45 – 5:30 PM                            

Portfolio Construction: Putting It All Together for the Optimal Result

Moderator:                        

James McKenna, Director of Investment Solutions, Camden Asset Management

Panelists:

Kenneth Frier, CFA, Principal, SECOR Asset Management

Susanne Gealy, Senior Director, Investments, Treasury, Dignity Health

Edgar Smith,  Managing Director, USC Investment Office

Amit Thanki, CAIA, Senior Investment Officer, San Bernardino County Employees Retirement Association

5:30 – 6:30 PM                             

Closing Networking Reception

 $995 per delegate

Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA, CalALTS

Register

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS

Toronto, Canada

The Westin Harbour Castle

I Harbour Square

Toronto, ON M5J 1A6

416-869-1600

Redefining Portfolio Solutions with Alternative Strategies & Structures

June 10-11, 2020, The Westin Harbour Castle, Toronto

Sophisticated investors require customization of investment strategies and structures that are designed to drive performance and reduce investment management costs. A new era of alignment of interests and strategic partnerships is here to stay.

Join us for compelling discussions between institutional investors, allocators, managers, solutions providers, and academics as we explore the plethora of highly innovative, tailor-made solutions that are redefining the use of alternatives in a diversified portfolio.

DELEGATE RATE: $795 USD

Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA

 

Register

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS

Austin, Texas

The Driskill by Hyatt

604 Brazos Street

Austin, TX 78701

(512) 439-1234

Smart Portfolio Construction & The Benefits of Diversification

November 18-19, 2020

Alternative strategies provide a proven beta complement and diversification tool that reduces risk in long only portfolios. As asset owners seek increased control over the mandate, transparency, liquidity, and management fees, hedge funds continue to innovate and offer investors customized solutions.

Join us for substantive discussions between institutional investors, allocators, managers, solution providers, and academics as we explore the many ways that hedge funds are re-thinking their products and re-designing operations to improve their alignment of interests with investors.

DELEGATE RATE: $995

Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS