San Francisco California

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

Register

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

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

Austin, Texas

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