Toronto, Canada

A Virtual Conference Presented via Webinars

Replacing our Toronto in-person event originally scheduled for June 10-11, 2020

Talking Hedge Toronto 2020

Innovative Portfolio Solutions with Alternative Strategies & Structures

This Virtual Conference features Webinars on Fridays in June, July, August, 11am-12pm EDT

Our personal and professional lives are forever changed by the global pandemic. Perhaps more than ever, a new era in alignment of interests and strategic partnerships is here to stay. Sophisticated investors seek customization of investment strategies, and operational efficiencies that are designed both to drive performance and reduce management costs.

Join our webinars 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.

Friday, June 5, 2020, 11am-12pm EDT

Shoulder Season: Hedging Between Two Economic Crises

The last dozen years in the capital markets were like an Oreo cookie — mostly soft, safe, and tasty in the middle, with the blackness of swans on either side. The latter caused outsized drawdowns along with sharp increases in volatility. What have we learned, relearned, and applied going forward?

Keynote & Discussion Leader:

William J. (Bill) Kelly, Chief Executive Officer, CAIA Association


Hossein Kazemi, PhD, CFA, Michael & Cheryl Philipp Professor of Finance, Isenberg School of Management, and Senior Advisor, CAIA Association & FDP Institute

Panayiotis Lambropoulos, CFA, CAIA, FRM, Portfolio Manager – Hedge Funds, Employees Retirement System of Texas

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

To see the webinar:


Friday, June 12, 2020, 11am-12pm EDT

Negative Rates vs High Volatility:  Can Traditional Macro Strategies Navigate the New Norm?

Macro strategies often excel during times of high volatility as we’ve seen recently. However, low/negative rates bring into question a number of traditional macro approaches. With these two forces at odds, our panelists will discuss the best ways forward that will help investors mitigate risk to protect and add value to their portfolios.


Diane Miller, Principal, Diversifying Alternatives Boutique, Mercer Investments


Ela Karahasanoglu, MBA, CFA, CAIA, Director, Total Fund Management, Investment Strategy & Risk, British Columbia Investment Management Corporation

Asif Noor, CFA, Portfolio Manager, Global Macro & FX, Aspect Capital Limited

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

Friday, June 26, 2020, 11am-12pm EDT

A Fresh Focus on ESG & Responsible Investing: Where Are We Now? 

ESG will be the “gold standard of investing” by the end of the 2020s according to seminal research by AIMA, CAIA, KPMG International, and CREATE-Research, published in February. With roughly 85% of institutional investors driving demand for ESG-oriented funds, alternative asset managers are motivated to evolve. So, where are we? Our panelists will examine investor objectives, manager capabilities, policy-maker agendas, how firms are tackling social issues during this critical time in history, and due diligence considerations.


Tom Kehoe, Global Head of Research, AIMA


Andrew Collins, Director of ESG & Responsible Investing, San Francisco Employees’ Retirement System

Reggie Dodge, Chief Compliance Officer & General Counsel, Emso Asset Management

Sarah Takaki, Senior Director, Responsible Investing, HOOPP (Healthcare of Ontario Pension Plan)

Martha Tredgett-Bender, Representative, Belco/LGT Capital Partners

Friday, July 10, 2020, 11am-12pm EDT

Opportunities in Dislocated Assets

The Covid-19 crisis created an unprecedented dislocation in asset prices across the board:  fixed income, credit, equities, private assets, and commodities.  While the monetary and fiscal response stimulated some liquid asset prices to recover fully, not all recoveries have been equal, and some continue to lag.  This panel discussion will put a spotlight on those assets where recovery has lagged and now offer good investment opportunities.


Kunjal Shah, Chief Investment Officer, Lyxor Asset Management


Jane Segal, CFA, Portfolio Manager, External Managers, Healthcare of Ontario Pension Plan (HOOPP)

Danilo Simonelli, CFA, Managing Director, External Managers, Ontario Teachers’ Pension Plan (OTPP)

Jean-François Tormo, CAIA, Senior Portfolio Manager, Head of Global Portfolio Solutions – U.S., Lyxor Asset Management

Friday, August 14, 2020, 11am-12pm EDT

Customized Solutions:  A Fad or a New Norm?

Customization has the appeal of giving investors exactly what they want, but often comes with higher complexity and costs.  Our panelists will share their insights into when and how customized solutions should be employed by institutional investors for optimal outcomes 


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


Christophe L’Ahelec, CFA, Senior Principal – External Managers, Capital Markets, Ontario Teachers’ Pension Plan

Grant Jaffarian, Portfolio Manager, Crabel Capital Management

Paul Kreiselmaier, CFA, Head of Hedge Funds, Verus Investments

Leo Svoboda, CFA, FRM, Managing Director, Head of Liquid Alternatives, Nationwide

DELEGATE RATE: Complimentary to all registrants



Sponsoring this event





Loews Santa Monica Beach Hotel

1700 Ocean Avenue
Santa Monica, CA 90401

(310) 458-6700

Talking Hedge Santa Monica 2020

Customization is Key: Delivering Bespoke Solutions to Institutional Investors

Rescheduled from March.  New date:  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                                     


8:15 – 8:45 AM                         

Do Alternative Investments Belong in Pension Fund Portfolios?                                


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

8:45 – 9:30 AM                        

Changing Opportunity Sets in Alternatives




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


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


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?


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


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


Joshua Leonardi, Director, Capital Introduction, TD Securities


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


Anuj A. Shah, Managing Director, KKS Advisors


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


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


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


James McKenna, Director of Investment Solutions, Camden Asset Management


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


Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA




Sponsoring this event





Austin, Texas

JW Marriott Austin

110 East Second Street

Austin, TX 78701

(512) 608-4209

Talking Hedge Austin 2020

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.


Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA

Sponsoring this event