Description: Join a star-studded panel of asset allocators and thought leaders to reflect on the meteoric rise of alternative assets in the past twenty years and what this new decade holds for diversified portfolios. The session will also explore CAIA Association’s new four point call to action coinciding with a recently released thought leadership study on the profession

Panelists: David George, Deputy Chief Investment Officer, Public Markets, of Australia’s Sovereign Wealth Fund, the Future Fund, Jayne Bok, Willis Towers Watson, and Minjun Kim, Co-Founder and Managing Partner, Strategic Asset Partners (SAP)

Description: In this recording Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive take a look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within the growing public market. This webcast lasts approximately 1 hour.  

Panelists: Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive

Description: Market volatility can be a powerful enemy of long-term performance. During times of heightened volatility, there is greater demand for broad market exposure with built-in control over market volatility. Listen in as Tianyin Cheng, Director of Strategy and Volatility Indices at S&P Dow Jones Indices discusses how passive defensive strategies could help position portfolios to withstand market volatility, potentially help smoothing out equity market drawdowns and improve risk-adjusted returns. Recent market volatility puts these defensive strategies to the test.
This webcast session covers:

• Design and characteristics of passive defensive indices that are broadly places into three categories: defensive equity, multi-asset, and volatility
• Long-term and recent performance of passive defensive indices
• How index-based risk management strategies can help align to client risk tolerance
• Indexed annuity solutions evolving to multi-asset income generators and risk mitigators

Panelists: Jo Murphy, Managing Director, Industry Relations, APAC, CAIA Association and Tianyin Cheng, Director of Strategy and Volatility Indices, S&P Dow Jones Indices

Description: CAIA Association has the pleasure of inviting Tom Hardin, "The secret witness at the center of the biggest insider trading case in a generation." - The New York Times. Tom shared his legendary story on felony securities fraud - and how he came to be known as "Tipper X". 

"The Inside Story of Tipper X"

Tom Hardin previously spent much of his career as a hedge fund equity analyst focused on the technology sector. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry. Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Since resolving his case in 2015, Tom was invited by FBI-NYC to speak to their rookie agent class in 2016 and now consults and speaks on conduct risk, ethics and compliance issues from his former frontline perspective. He holds a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania.

Host: Jo Murphy, Managing Director, Asia Pacific, CAIA Association 

Guest Speaker: Tom Hardin, Owner, Tipper X Advisors LLC