Smart Portfolio Construction & The Benefits of Diversification
Austin 2021 Virtual Conference, Spring Series of Webinars
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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