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ClosePrior to joining EisnerAmper as Director of Business Development in Miami, Brigette was Director of Business Development for Datum 9 Analytics, a systematic global long/short equity hedge fund based on Miami Beach, where she was responsible for all aspects related to marketing the firms strategies, raising capital from institutional investors, and investor relations. She has twenty years of experience in business development and relationship management.
York Lo is the Head of Alternative Product and LLCs, John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight and product development and management for global fund platforms with AUM in excess of US$200 billion. Over the past 12 years at Hancock, he has launched products across structure types (mutual funds, ETFs, CITs, UCITs, LPs), asset classes (equities, fixed income, liquid and illiquid alts) and styles (value, growth, ESG/impact) which contributed significantly to the firm’s growth.
Session 1: The State of Alternative Investments
Description: The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold?
Panelists: Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, and moderated by Michelle Noyes, CAIA, Managing Director, AIMA
The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. How do investment professionals take the next step to apply these practices in their daily activities? How can investment organizations better align their culture and incentives around solving sustainability issues?
Both my grandfather and father were highly involved with the modern development of the brokerage business in Colombia. Approximately 45 years ago, they founded and led -for several decades- one of the largest and most traditional brokerage firms in the country up until 2013, when it was acquired by Colombia’s third-largest financial conglomerate. A year after, my father retired as the second oldest stockbroker in the country.
Description: The investment industry speaks about the “60/40” portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. (Great shows both – but a bit detached from the real world.) To be fair, the 60/40 portfolio can be a useful starting point to illustrate the pros and cons of additional asset classes and/or alternate portfolio construction approaches.
Culture, Communication, and Common Ground: How Managers and Investors Can Start Speaking the Same Language.
Stacy Havener, Founder and CEO of Havener Capital Partners and Aaron Filbeck, CFA, CAIA, CIPM, FDP, CAIA's Director of Global Content Development discuss organizational culture, emerging managers, and how assessing soft skills can help make for a more informed allocation decision.
Description: New research from CAIA Association suggests that investors place higher emphasis on qualitative factors when performing due diligence on private capital managers, a stark contrast to the quantitative factors typically emphasized with hedge funds and traditional investment managers. This panel answers the following questions: What are the most important questions to ask during the manager research process? What are the most important qualitative factors to consider?
Private Equity is the largest alternative asset class with $4.42tn in AUM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association, covers a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds.
SVCPEA Members are eligible to receive a 10% discount on first-time exam fees.
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