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, Deutsche Bank

Panelists:                            

Christopher Cole, CFA, Founder & Chief Investment Officer, 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, PhD, Partner, Head of Consumer and Mortgage Strategies, Napier Park Global Capital

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

Dan Parker, Deputy Chief Investment Officer, Texas Tech University

Steven Wilson, CAIA, 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, Buyside Americas, CME Group

Panelists:                            

Paul Czkwianianc, Partner and Director of Research, Quest Partners LLC

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

Anoosh Lachin, PhD, Portfolio Manager, Aspect Capital Limited

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: Alt-data at the Intersection of Perception and Reality

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                             

Are You Diversified, Really?  Spotlight on Strategies     

Moderator:

Dmitri Alexeev, PhD, Founder & Chief Executive Officer, AlphaBot

Panelists:                            

Donald Dale, Chief Risk Strategist, Equity Risk Control Group

Laurent Le Saint, Founding Partner, Metori Capital Management

Jon Stein, Chief Executive Officer, Kettera Strategies LLC     

 3:00-3:30                             

Networking Break

3:30-4:15                             

The Art & Science of Portfolio Construction

Moderator:                        

James McKenna, Director of Investment Solutions, Camden Asset Management, L.P.

Panelists:

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

DeWayne Louis, Founding Partner, ARP Investments

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

Judith Posnikoff, PhD, Managing Director, Martlet Asset Management              

4:15-5:00                            

Customization Maximizes Alignment Between Investors and Managers

Moderator:

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

Panelists:                            

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

Ray Joseph, Vice President, Wilshire Associates

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

5:00-6:30                             

Closing Networking Reception

DELEGATE RATE: $995

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

Loews Santa Monica Beach Hotel

1700 Ocean Avenue
Santa Monica, CA 90401

(310) 458-6700

Customization is Key: Delivering Bespoke Solutions to Institutional Investors

March 25-26, 2020 – Loews Santa Monica Beach Hotel, Santa Monica

 

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.

EARLY BIRD: $795

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