Upcoming Events

Friday, March 5, 11am-12pm EST

More Art than Science: The Critical Importance of Qualitative Due Diligence

Manager selection and due diligence are highly complex processes involving both quantitative and qualitative analyses of managers, strategies, and operations. Recent research by CAIA surveyed both investors and managers involved in the selection process to learn more about how they approach decision making. With nearly 344 responses divided between 233 investors and 111 managers, CAIA found that qualitative factors for assessing manager skill often outweighed quantitative factors. In fact, nearly 80% of respondents reported that qualitative factors have the highest predictive power of future performance!

Join us as we explore the survey results and take a deep dive into the findings with due diligence experts who will discuss the most important qualitative factors in both IDD and ODD, what gives managers an “edge” and how manager selections can be made more efficient.

Moderator:

Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association

Panelists:

Ranjan Bhaduri, PhD, CFA, CAIA, Chief Executive Officer, Bodhi Research Group

Keith Black, PhD, CFA, CAIA, FDP, Director, Managing Director, Content Strategy, CAIA Association

Esther Zurba, CAIA, Director, Castle Hall

Friday, March 12, 11am – 12pm EST

The Fixed Income Conundrum and The Search for Alternatives

One of the biggest questions on the minds of institutional investors is what to do about fixed income. What was traditionally a 40% slice of the pie providing a reliable coupon, has now led to an asset allocation dilemma. The world has changed, yields are at record lows, and the investment management community has started to evolve as a result. As the future prospect of using fixed income to hedge equity risk and deliver returns with modest volatility diminishes, investors are shifting their attention to alternative solutions.

Join our esteemed group of today’s investment leaders as they share their perspectives on uncorrelated and risk aware strategies that are helping them navigate through the fixed income conundrum.

Moderator:

Sara Rejal, Senior Director, Investments, Willis Tower Watson

Panelists:

Elizabeth Burton, CAIA, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii

Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer, Alaska Permanent Fund Corporation

Michael Pomada, President & Chief Executive Officer, Crabel Capital Management

Ryan O’Grady, Chief Executive Officer, ROW Asset Management

Friday, April 9, 11am-12pm EDT

It’s Not Enough to Be Different — Achieving True Diversification in an Increasingly Correlated World

Diversification is one of the most fundamental principles of investment management. As long-term investors, asset managers internalize this concept, and constantly work to ensure that their portfolios are sufficiently diversified. There are thousands of investment offerings that aim to fill the need for something “different” that can help diversify away from traditional market beta. But is it really enough to just be ‘different’? With ever-climbing cross-asset correlations, crowding, and increasingly prevalent black swan events, it’s critical to identify strategies that can outperform when their category, and the broader market, suffers.

Join us to discuss why ‘different’ alone isn’t enough and how to create strategies that ensure true diversification and outperformance.

Moderator:

Diane Miller, Principal, Diversifying Alternatives Boutique, Mercer Investments

Panelists:

Derek Drummond, CAIA, Portfolio Manager – Funds Alpha, State of Wisconsin Investment Board

Misha Malyshev, Chief Executive Officer, Teza Capital Management

John Twomey, Head of Research, Abbey Capital

Friday, April 16, 11am-12pm EDT

The Implications of Monetary Policy on Portfolio Construction and Future Returns

With global monetary policy and fiscal stimulus entering a new regime, transitioning from a race to zero lower bound rates to the prospect of tapering an unprecedented amount of QE over the coming years, there are numerous implications across asset classes. As a result, correlations and expected future returns are dynamically shifting and driving the prudent need to consider adjustments to long-standing asset allocation frameworks.

Please join our esteemed group of investment professionals as they share their perspectives on the macro environment, opportunity set and discuss current and future considerations for portfolio construction.

Moderator:

Travis Williamson, CAIA, Partner – Head of Hedge Fund Research, Albourne Partners

Panelists:

Pablo Calderini, President and Chief Investment Officer, Graham Capital Management, L.P.

Shanta Chary, Director of Investments, Orange County Retirement Systems

Greg Turk, CFA, Director of Investments, Teachers Retirement System of Illinois

Friday, April 23, 11am-12pm EDT

Investing in a Low Interest Rate Environment

With “risk-free” equities at all-time highs and the yields at record low levels, institutional investors are working hard to reposition their portfolios to continue meeting their obligations.  While the potential opportunity set is richer than ever because of easy access to any asset or risk premium, the real challenge is predicting the future environment and how various investments are likely to perform in that environment.

Join a panel of large institutional investors who will share their perspectives on the future market environment and the steps they are taking to reposition their portfolios.

Moderator:

Marat Molyboga, Ph.D., CFA, Chief Risk Officer, Director of Research, Efficient Capital Management

Panelists:

Susanne Gealy, Senior Director, Investments, Treasury, CommonSpirit Health

Paul Kreiselmaier, CFA, Head of Hedge Funds, Verus Investments

John Linder, CFA, CPA, Managing Director, SLC Management

Leo Svoboda, CFA, FRM, Managing Director, Head of Liquid Alternatives, Nationwide

Stay tuned for additional webinars currently under construction.

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