A Virtual Conference Presented via Webinars
Replacing our Santa Monica in-person event scheduled for September 15-16, 2020
Talking Hedge Santa Monica 2020
Customization is Key: Delivering Bespoke Solutions to Institutional Investors
This Virtual Conference features Webinars on Fridays in October/November, 8:00am-9:00am PDT/11:00 am-12:00 pm EDT
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.
October 2, 8:00am – 9:00am PDT
Macro Strategies: Exploiting Their Power to Protect a Portfolio
Moderator:
Chris Solarz, CFA, CPA, CAIA, Managing Director, Cliffwater LLC
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
Justin Young, CAIA, Senior Investment Officer, South Carolina Retirement System Investment Commission
October 9, 8:00am – 9:00am PDT
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
Sharif Siddiqui, Director of Investments, The James Irvine Foundation
October 23, 8:00am – 9:00am PDT
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:
Jimmy D. Castro, Director, Investment Transactions, Office of the Chief Investment Officer, Regents of the University of California (UC Investments)
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
October 30, 8:00am – 9:00am PDT
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, CommonSpirit Health
Edgar Smith, CFA, Managing Director, USC Investment Office
Amit Thanki, CAIA, Senior Investment Officer, San Bernardino County Employees Retirement Association
November 13, 8:00am – 9:00am PDT
Dealing with Unpredictable Markets – What New Solutions Are There?
Moderator:
Ranjan Bhaduri, PhD, CFA, CAIA, Founder, President & CEO, Bodhi Research Group
Panelists:
Brian Broadway, President, Gryphon Capital Management, LLC
Michael Johannes, PhD, Portfolio Manager, O’Brien Investment Group
Judith Posnikoff, PhD, Managing Director, Martlet Asset Management
November 20, 8:00-9:00am PDT
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
DELEGATE RATE: Complimentary to all registrants
Sponsoring this event
PLATINUM, GOLD, SILVER
DIAMOND, EMERALD, SAPPHIRE
ASSOCIATION PARTNERS
STRATEGIC PARTNERS
JW Marriott Austin
110 East Second Street
Austin, TX 78701
(512) 608-4209
Talking Hedge Austin 2020
Smart Portfolio Construction & The Benefits of Diversification
Q1 2021
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: TBD
Sponsoring this event
PLATINUM, GOLD, SILVER
DIAMOND, EMERALD, SAPPHIRE
NETWORKING RECEPTIONS & BREAKS
STRATEGIC PARTNERS
Toronto – June 2021
Talking Hedge Toronto 2021
Topic TBD
Our Toronto Conference currently is scheduled for June 2021
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: TBD