Robert Cultraro, Mauricio Guzman, Sharmila Kassam, and Ju Hui Lee, joined moderator John Bowman of CAIA Association on day 2 of the Cayman Alternative Investment Summit 2020 for a panel discussion on the potential effects our shifting geopolitical climate could have on the alternatives market, manager selection, and investment strategies.
Moderator: John Bowman, CFA, Senior Managing Director, CAIA Association
Robert Cultraro, Senior Vice President, Chief Investment and Pension Officer, Hydro One
Mauricio Guzman, Chief Investment Officer, Pontificia Universidad Javeriana
Sharmila Kassam, Founder / Consultant, Aligned Capital Investing
Ju Hui Lee, Portfolio Design, CPP Investment Board
On day 2 of the Cayman Alternative Investment Summit 2020, CAIA CEO Bill Kelly welcomed Patricia Alejo, ClarkCheng, Stephen Thompson and Anna Totdahl to a panel discussion on how to approach investing for the long term in the face of current global issues and market trends.
The Blue Zone: Investing for the Long Term: CAIA Panel
Moderator: Bill J. Kelly, Chief Executive Officer, CAIA
Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana
Clark Cheng, Chief Investment Officer, Merrimac Corp
Stephen Thompson, Executive Director, Department of Treasury Board & Finance
Anna Totdahl, Investment Officer, Oregon State Treasury
At this year's Cayman Alternative Investment Summit, CAIA CEO Bill Kelly hosted a panel on the impact of climate change and ESG investing on the industry. During the lively discussion, Rohitesh Dhawan, Bonnie Wongtrakool, and Mark Yusko provided actionable insights and the ESG trade-offs we need consider as we enter 2020.
Moderator: Bill J.Kelly, Chief Executive Officer, CAIA Association
Rohitesh Dhawan, Director Global Energy & Natural Resources, Eurasia Group
Bonnie Wongtrakool, Global Head of ESG Investments & Portfolio Manager, Western Asset Management
Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management