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

 

 

Register

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

ASSOCIATION PARTNERS

STRATEGIC PARTNERS

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

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, Canada

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