Venue
OMNI San Francisco Hotel
500 California Street
San Francisco, California 94104
Mining New Sources of Alpha for Institutional Portfolios
March 6-7, 2019 – Omni San Francisco Hotel
How will you weather the next bear market? The benefits of non-correlation, alternative data, managed accounts, operational efficiencies, organizational strategies, connectivity, and outsourcing allow new sources of alpha to emerge.
Join us for meaningful discussions between institutional investors, allocators, alternative asset managers, solutions providers, and academics as we explore how investors can harness innovative ways to protect portfolios and access new sources of alpha.
Mining New Sources of Alpha for Institutional Portfolios
March 6-7, 2019 — Omni San Francisco Hotel
Subject to Change
Wednesday, March 6
6:00 – 7:30 PM
Welcome Reception
Thursday, March 7
7:30-8:30
Networking Breakfast
8:20
Welcome
8:30-9:30
The New Frontier of Capturing Alpha through Co-Investments and Other Opportunities
Moderator:
Kunjal Shah, Global Head of Research, Lyxor Asset Management Inc.
Panelists:
Lionel Erdely, Head and Chief Investment Officer, Alternative Investment Solutions, Investcorp
James Garvey, Portfolio Manager, Emso Asset Management
Tim Greatorex, Partner and Co-Head of Client Relations and Business Development, Napier Park Global
Jean-Francois Tormo, Senior Portfolio Manager, Head of Global Portfolio Management, Americas, Lyxor Asset Management Inc.
9:30-10:30
The Evolution of Diversification Efficacy: Thinking Outside the Box
Moderator:
Judith Posnikoff, PhD, Managing Director, Martlet Asset Management
Panelists:
Donald Dale, Chief Risk Strategist, Equity Risk Control Group
Susanne Gealy, Senior Director, Investments, Treasury, Dignity Health
John Linder, Managing Director, Ryan Labs Asset Management
Maarten Nederlof, Chief Executive Officer and Chief Investment Officer, Risk Premium Investment Management Company LLC
10:30-10:45
Networking Break
10:45-11:45
Strategies for De-Risking & The Return of Active Management
Moderator:
Tim Frenzel, Senior Portfolio Manager, Alternative Investments, Tecta-Invest GmbH
Panelists:
Saul Farber, Senior Director, Client Development & Sales – Buyside, CME Group
Alex Gurevich, PhD, Founder and Chief Investment Officer, HonTe Investments, LLC
Asif Noor, Portfolio Manager, Aspect Capital Limited
Mark Shore, Director of Educational Research, Coquest Advisors
11:45-12:30
Alpha is Everywhere: Mining Hedge Fund Programs for Operational Alpha
Moderator:
Ray Joseph, Vice President, Wilshire Associates
Panelists:
Mohamed Elkordy, PhD, Senior Portfolio Manager: Opportunistic & Special Situations, Texas Trust Company
David Francl, Managing Director, Absolute Returns, San Francisco Employees’ Retirement System
James McKenna, Managing Director, State Street Managed Account Services
12:30-1:45
Networking Lunch
2:00-3:00
Do CTA’s and Global Macro Make Alpha, Really?
Moderator:
Ernest Jaffarian, Chief Executive Officer & Chief Investment Officer, Efficient Capital Management, LLC
Panelists:
Timothy Jacobson, Managing Partner, Pearl Capital Advisors LLC
Cameron McVie, Head of Relative Value Strategies, Alternative Investments, Russell Investments
Jonathan Miles, Managing Director of Investment Consulting, Ascent Private Capital Management
Ryan O’Grady, Co-Founder, Chief Executive Officer, ROW Asset Management
3:00-3:30
Networking Break
3:30-4:30
Alpha Creation with Operational Transparency & Connectivity
Moderator:
Westley Chapman, Chief Executive Officer & Founder, AlphaPipe Inc.
Panelists:
Anthony Bassili, Vice President, Transition Management, Blackrock
Ranjan Bhaduri, PhD, Chief Executive Officer, Bodhi Research Group
Jim Castro, Director of Investment Transactions & Operation, Office of the Chief Investment Officer, The Regents of the University of California
4:30-5:15
Big Brother or Big Help? Alternative Data in Investment Management
Presenter:
Ashby Monk, PhD, Executive Director and Research Director, Stanford University Global Projects Center, and Senior Advisor to the CIO, University of California
5:15-6:30
Closing Networking Reception
DELEGATE RATE: $995
Qualified Institutional Investors: Complimentary
Sponsoring this event
PLATINUM, GOLD, SILVER
DIAMOND, EMERALD, SAPPHIRE
NETWORKING RECEPTIONS & BREAKS
STRATEGIC PARTNERS
The Westin Harbour Castle
I Harbour Square
Toronto, ON M5J 1A6
416-869-1600
The Power of Diversification: How to Get the Most from Hedge Fund Allocations
June 5-6, The Westin Harbour Castle, Toronto
Allocations to alternative strategies provide critical diversification and non-correlation benefits to traditional portfolios that carry equity risk. Hedge funds continue to innovate strategies and create increasingly meaningful alliances with investors to help mitigate risk and smooth portfolio volatility.
Join us for substantive discussions between institutional investors, allocators, managers, solutions 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: $795 early bird
Qualified Institutional Investors: Complimentary
Sponsoring this event
PLATINUM, GOLD, SILVER
DIAMOND, EMERALD, SAPPHIRE
NETWORKING RECEPTIONS & BREAKS
STRATEGIC PARTNERS
Venue
TBD
Austin, Texas
Alternative Strategies: Risk Mitigation and the Positive Impact of Non-Correlation
November 6-7, 2019 – Venue TBD
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 provide sources of alpha.
Join us for substantive discussions between institutional investors, managed futures and global macro managers, alternative investment solutions providers, and academics as we examine the latest products and bespoke solutions that are helping investors weather market volatility.
DELEGATE RATE: $795 early bird
Qualified Institutional Investors: Complimentary
Sponsoring this event
PLATINUM, GOLD, SILVER
DIAMOND, EMERALD, SAPPHIRE
NETWORKING RECEPTIONS & BREAKS
STRATEGIC PARTNERS
