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
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