Austin Texas

May 20-21, 2024, In-Person Conference

Omni Austin Hotel Downtown

700 San Jacinto at East 8th Street

Austin, TX 78701

512.476.3700

Register

Talking Hedge Austin, May 20-21, 2024

The Positive Impact of Risk Mitigating Alternative Strategies

In-Person Conference

An increased focus on risk mitigating alternative strategies has led to a sea change in portfolio construction and asset allocation. We’ll talk about the abundance of innovation and customization in the alternative investment industry designed to meet the needs of asset owners and fiduciaries as they strive to protect and grow their portfolios in a volatile world.

Join us for substantive discussions between institutional investors, allocators, managers, solutions providers, and academics who will analyze the investment landscape and discuss fresh solutions designed to optimize outcomes for investors.

Working Agenda, Subject to Change

Monday, May 20

5:00 – 7:00 PM
Welcome Reception

Tuesday, May 21

7:00-8:00 AM
Networking Breakfast

8:15
Welcome Remarks

8:30-9:30
Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies
Moderator:
Ben Bronson, CFA, CAIA, Managing Director, Aksia
Panelists:
Patrick Kazley, Solutions Portfolio Manager, One River Asset Management
Stephen Klein, Chief Operating Officer, Co-Portfolio Manager, AFBI
Daniel MacDonald, Head of Pension Advisory, Middlemark Partners
Oren Rosen, PhD, CAIA, Portfolio Manager, Systematic Macro & Trend Strategies, Welton Investment Partners

9:30-10:15
Exploiting the Impact of Investor Behaviors on Volatility
Moderator:
Jackie Rosner, CFA, CAIA, Managing Director, PAAMCO Prisma
Panelists:
Taylor Lukof, Founder & Chief Executive Officer, ABR Dynamic Funds, LLC
Justin Pawl, Principal, CAPTRUST

10:15-10:45
Networking Break

10:45-11:30
A Fresh Look at Prospects for Discretionary Macro in a Higher Rate Environment
Moderator:
Herman Laret, Principal, Laret Capital Partners
Panelists:
Giles Coppel, Macro Chief Investment Officer, Cinctive Capital Management
Jonathan Feeney, Head of Tactical Strategies, Investcorp-Tages
Brad Williams, Chief Business Officer, Graham Capital Management                                      

11:30 –12:15
Evaluating the Diversification Benefits of Quant Multi-Asset Strategies
Moderator:
John Hynes, Chief Executive Officer, HedgeFacts
Panelists:
Ryan O’Grady, Chief Executive Officer, ROW Asset Management
Steven Wilson, CAIA, Director Public Markets, Teacher Retirement System of Texas
Anne-Sophie van Royen, PhD, Chief Investment Officer, Quantitative Strategies, Asset Management One

12:15-1:30
Networking Lunch

1:30 –2:30         
Evolution, Role, and Future Use of Hedge Fund Strategies in Portfolios
Moderator:
Andrew Dabinett, Managing Director, Co-Head of Alternative Managed Accounts, Wilshire
Panelists:
Shanta Chary, Director of Investments, Orange County Employee’s Retirement System
Michael Harris, President, Quest Investment Partners
Dagney Maseda, Managing Director, Portfolio Manager, SSI Investment Management
Andriy Mysyk, CAIA, Senior Investment Officer, Absolute Return Strategies, Texas Permanent School Fund Corporation

2:30-3:30
Tackling Correlations in Portfolio Construction
Moderator:
John Twomey, Director of Research, Abbey Capital Limited
Panelists:
Guillaume Jamet, Principal Manager & Co-Chief Investment Officer, Metori Capital Management
Michael Ide, CFA, Senior IDD Analyst and Partner, Albourne Partners
Marc Lorin, Chief Investment Officer, Galaxy Plus
Michael Stendler, Managing Director, O’Brien Investment Group

3:30-4:00
Networking Break

4:00-5:00
Keynote Presentation and Moderated Q&A
The Geopolitical Insights of Michelle DiGrutollo, Founder and Principal Advisor, Sage Raven Advisors

5:00 – 6:30
Closing Cocktails & Networking

DELEGATE RATE:   $995 per delegate

Institutional asset owners receive complimentary registration

 

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

ASSOCIATION PARTNERS

OTHER PARTNERS

Austin Texas

December 4-5, 2024, In-Person Conference

Noelle Nashville

200 4th Avenue North, Nashville, TN 37219

615.649.5000

Talking Hedge Nashville, December 4-5, 2024

Alternative Investment Solutions Drive Alpha in a New Market Regime

Nashville 2024, In-Person Conference

In an increasingly volatile world global market uncertainties persist, and risk management challenges intensify. Customized alternative investment solutions offer diversification benefits that are essential to protecting and growing assets. We will gather institutional asset owners, allocators, managers, solutions providers, and academics to explore creative investment solutions specifically designed for institutional investors to help mitigate risk and harvest new sources of alpha.

Join us for intelligent discourse focused on the wealth of innovation that is the hallmark of the alternative investment industry.

Working Agenda, Subject to Change

Monday, May 20

5:00 – 7:00 PM

Welcome Reception

 

Tuesday, May 21

7:00-8:00 AM

Networking Breakfast

 

8:15

Welcome Remarks

 

8:30-9:30

Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies

Moderator:

Ben Bronson, CFA, CAIA, Managing Director, Aksia

Panelists:

Patrick Kazley, Solutions Portfolio Manager, One River Asset Management

Stephen Klein, Chief Operating Officer, Co-Portfolio Manager, AFBI

Daniel MacDonald, Head of Pension Advisory, Middlemark Partners

Oren Rosen, PhD, CAIA, Portfolio Manager, Systematic Macro & Trend Strategies, Welton Investment Partners

 

9:30-10:15

Exploiting the Impact of Investor Behaviors on Volatility

Moderator:

Jackie Rosner, CFA, CAIA, Managing Director, PAAMCO Prisma

Panelists:

Taylor Lukof, Founder & Chief Executive Officer, ABR Dynamic Funds, LLC

Justin Pawl, Principal, CAPTRUST

10:15-10:45

Networking Break

10:45-11:30

A Fresh Look at Prospects for Discretionary Macro in a Higher Rate Environment

Moderator:

Herman Laret, Principal, Laret Capital Partners

Panelists:

Giles Coppel, Macro Chief Investment Officer, Cinctive Capital Management

Jonathan Feeney, Head of Tactical Strategies, Investcorp-Tages

Brad Williams, Chief Business Officer, Graham Capital Management        

                             

11:30 –12:15

Evaluating the Diversification Benefits of Quant Multi-Asset Strategies

Moderator:

John Hynes, Chief Executive Officer, HedgeFacts

Panelists:

Ryan O’Grady, Chief Executive Officer, ROW Asset Management

Steven Wilson, CAIA, Director Public Markets, Teacher Retirement System of Texas

Anne-Sophie van Royen, PhD, Chief Investment Officer, Quantitative Strategies, Asset Management One

 

12:15-1:30

Networking Lunch

 

1:30 –2:30                        

Evolution, Role, and Future Use of Hedge Fund Strategies in Portfolios

Moderator:

Andrew Dabinett, Managing Director, Co-Head of Alternative Managed Accounts, Wilshire              

Panelists:

Shanta Chary, Director of Investments, Orange County Employee’s Retirement System

Michael Harris, President, Quest Investment Partners

Dagney Maseda, Managing Director, Portfolio Manager, SSI Investment Management

Andriy Mysyk, CAIA, Senior Investment Officer, Absolute Return Strategies, Texas Permanent School Fund Corporation

 

2:30-3:30

Tackling Correlations in Portfolio Construction

Moderator:

John Twomey, Director of Research, Abbey Capital Limited

Panelists:

Guillaume Jamet, Principal Manager & Co-Chief Investment Officer, Metori Capital Management

Michael Ide, CFA, Senior IDD Analyst and Partner, Albourne Partners

Marc Lorin, Chief Investment Officer, Galaxy Plus

Michael Stendler, Managing Director, O’Brien Investment Group

 

3:30-4:00

Networking Break

 

4:00-5:00                           

Geopolitical Keynote Presentation

Michelle DiGrutollo, Founder and Principal Advisor, Sage Raven Advisors

5:00 – 6:30

Closing Cocktails & Networking

DELEGATE RATE:  $995 per delegate

Institutional asset owners receive complimentary registration