Upcoming Events

Events 2017-04-28T13:39:24+00:00

Boston

Venue

The Colonnade Boston

120 Huntington Avenue

Boston, Massachusetts

617.424.7000

How Managed Futures and Global Macro Strategies Optimize Portfolios

May 31 – June 1, 2017 – The Colonnade Boston

Join us for dynamic discussions between institutional investors, top tier managers and solutions providers. We’ll talk about the current geo-political landscape, investor needs, crisis alpha, risk-premia, the quant revolution, volatility, commodities and innovative new products that protect and grow assets.

This educational program will highlight managed futures and global macro strategies that diversify portfolios and provide new sources of alpha.

Wednesday, May 31

6:00 – 7:30 pm

Welcome Reception

Thursday, June 1

7:30 – 8:30am

Breakfast

8:30 – 9:00am

Opening Presentation                

Joseph Lavorgna, Managing Director, Chief US Economist, Deutsche Bank

9:00-9:45                             

How Macro and Managed Futures Provide Crisis Risk Offset

Moderator:                       

Remy Marino, Managing Director, Global Investment Solutions, Deutsche Bank

Panelists:                            

Nathanael Benzaken, Chief Executive Officer, Lyxor Asset Management

John Linder, CFA, CPA,  Consultant, Principal, Pension Consulting Alliance

9:45-10:30                          

Risk-Premia and Big Data: The Quant Revolution

Moderator:                       

Cyril Beriot, Managing Director, Head of Managed Accounts, H2O AM LLP           

Panelists:                            

Alex Hocherman, Investment Director, Bain Capital Partner Investments

10:30-11:00

Networking Break

11:00-11:45                        

Embracing Volatility for Diversification Benefits

Moderator:                       

Peter Willett, Principal, Investment Consulting, Manager Research, Mercer

Panelists:                            

Salem Abraham, President, Abraham Trading Company

Nancy Davis, Managing Partner & CIO, Quadratic Capital Management LLC

Yonathan Epelbaum, Global Head of Volatility Strategies, Global Investment Solutions, Deutsche Bank

Edward Tricker, PhD, Managing Director, Head of Research & Development, Graham Capital Management

11:45-12:30                        

The Rise of Bespoke Products

Moderator:

Christopher Solarz, Managing Director, Cliffwater LLC

Panelists:                            

George Coplit, Partner, LGT Capital Partners (USA) Inc.

Lionel Erdely, Head and CIO, Alternative Investment Solutions, Investcorp Investment Advisors

Lorent Meksi, Managing Director, Efficient Capital Management, LLC

12:30-1:45                          

Networking Lunch

2:00-2:45                             

Armchair Chat: Crisis Alpha Everywhere

Moderator:                       

Fabien Pavlowsky, Director, Head of U.S. Product Development, Lyxor Asset Management

Presenters:

Kathryn Kaminski, PhD, CAIA

Andrew Lo, PhD, Chairman and Chief Investment Strategist, AlphaSimplex

2:45 – 3:15                          

Networking Break

3:15 – 4:00                          

Smart Ways to Invest in Commodities: Bullish, Bearish or Neutral

Moderator:                       

Jeff Malec, Managing Director, RCM Alternatives

Panelists:                            

Fred Demler, Executive Vice President, Global Head of Metals and Institutional Futures, Intl FC Stone

4:00-5:00                             

The Active versus Passive Debate

Moderator:                       

Adam Duncan, Partner, Cambridge Associates

Panelists:                           

Greg Jones, Vice President, Hedge Funds, 50 South Capital

David Fricchione, Product Specialist, ISAM (USA) LLC

Edward Rzeszowski, Managing Director, Blackrock Inc.

Arvin Soh, Portfolio Manager, Alternative Investment Solutions, GAM USA Inc.

5:00- 6:30                            

Closing Cocktail Reception

DELEGATE RATE: $995 per person

Qualified Institutional Investors: Complimentary

Register Now

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS

Omni Hotel Austin Texas

Venue

OMNI Downtown Austin

Austin, Texas

Managed Futures & Global Macro Strategies: Crisis Alpha for Institutional Portfolios

October 25 – 26, 2017 – Omni Hotel Austin

Join us for dynamic discussions between institutional investors, top tier asset managers, academics and alternative investment solutions providers.  This educational program will highlight managed futures and global macro strategies that diversify portfolios and provide sources of alpha.  More details to follow.

DELEGATE RATE: $695 early bird rate 

Rates rise September 18, 2017

Qualified Institutional Investors: Complimentary

Register Now

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS