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

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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