Austin 2021 Virtual Conference, Spring Series of Webinars

Smart Portfolio Construction & The Benefits of Diversification

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May 14, 2021

Opportunities in Cryptocurrencies Beyond Buy and Hold of Bitcoin

Bitcoin now has a $1 Trillion market cap. Where ever you may be in the evolution of your thinking about cryptocurrencies, it has become too big to ignore, and some say warrants an investment allocation. Should that position be buy and hold of Bitcoin (BTC) and Ethereum (ETH) in a HODL position, or are there opportunities in trading BTC and ETH?  How about exchange traded futures instead of the cash market – or options where implied volatilities are sky high? Maybe a diversified basket of top tier cryptocurrencies and a smaller one of tokens. Or a basket of funds with different risk return profiles.

Join an outstanding panel of forward-thinking professionals for a fresh look at the many opportunities to consider as we put a spotlight on the risks and rewards of digital currency investments.

Moderator:

Chris Solarz, CFA, CPA, CAIA, Managing Director, Cliffwater LLC

Panelists:

Andrew Chen, Portfolio Manager, Absolute Return Strategies, Lockheed Martin Investment Management Company

Joe Mitchell, Portfolio Analyst, Digital Assets, and Director of Communications, Efficient Capital Management

John J. O’Brien, CAIA, Chief Executive Officer and Portfolio Manager, O’Brien Investment Group

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April 9, 2021

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, CAIA, Head of Research, Abbey Capital Limited

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April 23, 2021

Investing in a Low Interest Rate Environment

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

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March 2021

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

Moderator:

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

Panelists:

Ranjan Bhaduri, President, Gryphon Capital Management, LLC

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

Esther Zurba, CAIA, Director, Castle Hall

Customization is Key: Delivering Bespoke Solutions to Institutional Investors

Santa Monica 2020 Virtual Conference, Fall Series of Webinars

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November 13, 2020

Dealing With Unpredictable Markets – What New Solutions Are There?

Moderator:

Ranjan Bhaduri, PhD, CFA, CAIA, Founder, President & CEO, Bodhi Research Group

Panelists:

Brian Broadway, President, Gryphon Capital Management, LLC

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

Judith Posnikoff, PhD, Managing Director, Martlet Asset Management

Rafael Silveira, Phd, Executive Director – Head of Client Solutions North America, LGT Capital Partners

Macro Strategies: Exploiting Their Power to Protect a Portfolio

October 2020 Virtual Conference, Fall Series of Webinars

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October 2, 2020

Macro Strategies: Exploiting Their Power to Protect a Portfolio

Moderator:

Chris Solarz, CFA, CPA, CAIA, Managing Director, Cliffwater LLC

Panelists:

Grant Jaffarian, Portfolio Manager, Crabel Asset Management

Anoosh Lachin, PhD, Portfolio Manager, Aspect Capital Limited

Ryan O’Grady, Co-Founder & Chief Executive Officer, ROW Asset Management

Justin Young, CAIA, Senior Investment Officer, South Carolina Retirement System Investment Commission

Innovative Portfolio Solutions with Alternative Strategies & Structures

Toronto 2020 Virtual Conference, Summer Series of Webinars

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Opportunities in Dislocated Assets

Moderator:

Kunjal Shah, Chief Investment Officer, Lyxor Asset Management

Panelists:

Jane Segal, CFA, Portfolio Manager, External Managers, Healthcare of Ontario Pension Plan (HOOPP)

Danilo Simonelli, CFA, Managing Director, External Managers, Capital Markets, Ontario Teachers’ Pension Plan (OTPP)

Jean-François Tormo, CAIA, Portfolio Manager, Head of Global Portfolio Solutions – U.S., Lyxor Asset Management