Austin, Texas

The Driskill by Hyatt

604 Brazos Street

Austin, TX 78701

(512) 439-1234

Alternative Strategies: Risk Mitigation & The Positive Impact of Non-Correlation

November 20-21, 2019 – The Driskill, Austin

Alternative strategies are proven diversifiers that reduce risk in traditional portfolios. As risk mitigation and defensive strategies abound, alternatives are under a spotlight for their potential to protect portfolios and improve performance.

Join us for compelling discussions and networking between institutional asset owners, allocators, alternative investment managers, solutions providers, and academics as we examine the latest products and bespoke solutions that are helping investors and their fiduciaries weather market uncertainty.

Working Agenda, Subject to Change

Wednesday, November 20

5:30 – 7:00 PM                

Welcome Reception

Thursday, November 21

7:30-8:30             

Networking Breakfast

 8:00                                       

Welcome

 8:15-8:45                            

Geopolitics and the Markets: Love Don’t Live Here No More….

Presenter:                          

Frank Kelly, Managing Director & Global Coordinator, Government & Public Affairs, Chief Geopolitical Strategist, Deutsche Bank

8:45-9:30                            

Innovations in Defensive Strategies

Moderator:                        

Siddhartha Sinha, Head, Quantitative Investment Solutions & Equity Structuring Group, Americas, Director, Global Investment Solutions, Deutsche Bank

Panelists:                            

Christopher Cole, Founder, Artemis Capital Management, LP

Caio Natividade, Managing Director, Global Head of Quantitative Investment Solutions Research, Deutsche Bank

Kent Voss, Managing Director of Research, Koch Industries Inc. Asset Management Group

9:30-10:15                          

Uncorrelated Sources of Alpha in the Late Market Cycle

Moderator:                        

Kunjal Shah, Global Head of Hedge Fund Research, Lyxor Asset Management Inc.

Panelists:                            

Rajesh Agarwal, Partner, Head of ABS and MBS Strategies, Napier Park Global Capital

James Garvey, CFA, Credit Opportunities Portfolio Manager, Emso Asset Management

Steven Wilson, Senior Portfolio Manager, Teacher Retirement System of Texas

10:15-10:45

Networking Break

10:45-11:15                        

Protecting Your Tail from Correlation Risk

Presenter:                           

Mark Shore, Director of Educational Research, Coquest Advisors

11:15-12:15                      

When Everything is Volatile, Non-Correlation is Key

Moderator:                       

Elizabeth Flores, Executive Director, Client Development & Sales, CME Group

Panelists:                            

Michael Johannes, PhD, Portfolio Manager, O’Brien Investment Group

Nigol Koulajian, Founder, Quest Partners LLC

Asif Noor, Portfolio Manager, Aspect Capital LLC

Ryan O’Grady, Co-Founder & Chief Executive Officer, ROW Asset Management

Joris Tolenaar, Strategy Specialist, Transtrend                                                                                                        

12:15-1:30                          

Networking Lunch

1:30-1:45                          

Return to Ballroom

1:45 – 2:15                         

Armchair Chat

Featuring:                          

William J. Kelly, Chief Executive Officer, CAIA Association

Moderated by:                 

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

2:15-3:00                             

The Art & Science of Portfolio Construction

Moderator:                        

TBA

Panelists:

John Linder, CFA, CPA, Managing Director, Sun Life Capital Management

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

Judith Posnikoff, PhD, Managing Director, Martlet Asset Management                  

3:00-3:30                             

Networking Break

3:30-4:15                             

Are You Diversified, Really?  Spotlight on Strategies

Moderator:

Dmitri Alexeev, PhD, Founder & CEO, AlphaBot

Panelists:                            

Don Dale, Chief Risk Strategist, Equity Risk Control Group

Laurent Le Saint, Founding Partner, Metori Capital Management

Jon Stein, Chief Executive Officer, Kettera Strategies LLC                  

4:15-5:00                            

Customization Maximizes Alignment Between Investors and Managers

Moderator:

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

Panelists:                            

Mohamed Elkordy, PhD, Senior Portfolio Manager, Texas Treasury Safekeeping Trust Company

Ray Joseph, Managing Director, Wilshire Associates

Jonathan Planté, Manager, Business Development & Investor Relations, Innocap     

5:00-6:30                             

Closing Networking Reception

DELEGATE RATE: $795 early bird

Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS

Toronto, Canada

The Westin Harbour Castle

I Harbour Square

Toronto, ON M5J 1A6

416-869-1600

Redefining Portfolio Solutions with Alternative Strategies & Structures

June 10-11, 2020, The Westin Harbour Castle, Toronto

Sophisticated investors require customization of investment strategies and structures that are designed to drive performance and reduce investment management costs. A new era of alignment of interests and strategic partnerships is here to stay.

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: $795 USD

Qualified Institutional Investors: Complimentary

$600 for Members of AIMA, CAASA, CAIA

 

Sponsoring this event

PLATINUM, GOLD, SILVER

DIAMOND, EMERALD, SAPPHIRE

NETWORKING RECEPTIONS & BREAKS

STRATEGIC PARTNERS