Convene Conference Center (Times Square)
New York, NY
For financial advisors and institutional investors only
The program centers around two key components: picking the right strategies and picking the right managers. In conjunction, the program will address how these strategies work, their cost-effectiveness, tax efficiency and how these funds best fit into a broader portfolio.
Conference Chairpersons:
- Ben Hunt | Salient
- Rick Lake | Lake Partners
Featured Speakers Include:
- Brody Browe | FS Investments
- Tanya Ghaleb Harter | Merrill Lynch
- Michael Grant | Calamos Investments
- Joel Greenblatt | Gotham Asset Management
- Bradford Klein | CoreCommodity Management
- Ryan Levitt | Pomona Capital
- Shawn Mato | Westwood Funds
- Joseph Morgart | Pioneer Investments
- Dick Pfister | AlphaCore Capital
- Yazann Romahi | JP Morgan
- Anton Schutz | RMB Funds
- Anshul Sharma | US Trust
- Yung Shin Kung | Credit Suisse
- Maria Shtrapenina | TAG Associates
CAIA Association CEO Bill Kelly will be speaking at this event and CAIA will be present as an exhibitor.
CFP & CIMA CE credits will be available.
CAIA Member discount
20% off registration fee with discount code: CAIA