May 28, 2020 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics: 

  • 100 Women in Finance Webinar: Private and Unlisted Assets: Best Practices in Investment Governance
  • AlphaBot – Investor Virtual Presentations: Manager Selection 101
  • Talking Hedge – Virtual Conference Series; Shoulder Season: Hedging Between Two Economic Crises
  • 100 Women in Finance Webinar: Women in Financial Services as Executives and Customers
  • Efficient Capital Management – Investor Virtual Presentation: Understanding CTA/Trend Following Return Dispersion During the COVID-19 Crisis
  • POSTPONED: Washington DC Compliance Roundtable Webcast Scheduled for June 11, 2020

Events:

100 Women in Finance Webinar: Private and Unlisted Assets: Best Practices in Investment Governance
Thursday, May 28, 2020, 8:00 P.M. CDT

When institutional investors allocate to unlisted assets, they encounter portfolio management and investment governance issues. These private assets, including property and infrastructure, private equity, private debt and hedge funds are intended to produce enhanced returns and reduced volatility at an asset level, as well as improve portfolio diversification. Notably, such assets generate a complex set of issues, from first-order challenges such as liquidity management, to second-order issues related to stale pricing and remaining portfolio quality (after meeting liquidity demands).

Australia represents a fascinating live case study of these issues, as so many members have been redeeming from their superannuation (pension) accounts or moving to cash options.

Gain insights into how investors source, select and value illiquid assets. Discover practical examples of how illiquid assets function within institutional portfolios and learn best practices for investment governance.

The speakers will be: Bev Durston of Edgehaven; Julie Manios of New South Wales Treasury Corp; Linus Stigsby of Wipunen Incrementum; and Dr David Bell of The Conexus Institute.

100WF members (or new members) can click here to register.

AlphaBot – Investor Virtual Presentations: Manager Selection 101
Thursday, June 4, 2020, 10:00 A.M.-12:00 P.M., CDT

Join Dmitri Alexeev, CEO, AlphaBot, and Jon Stein, CEO, Kettera Strategies, for valuable hints and tips in selecting alternative managers. Things to know and things to watch out for, based on years of hands on industry experience in researching, allocating, and modeling alternative portfolios with the investor in mind.

For more information, click here.

Talking Hedge – Virtual Conference Series; Shoulder Season: Hedging Between Two Economic Crises
Friday, June 5, 2020, 10:00 A.M.-12:00 P.M. CDT

Our personal and professional lives are forever changed by the global pandemic. Perhaps more than ever, a new era in alignment of interests and strategic partnerships is here to stay. Sophisticated investors seek customization of investment strategies, and operational efficiencies that are designed both to drive performance and reduce management costs.

Join our webinars for compelling discussions between institutional investors, allocators, managers, solutions providers, and academics as we explore the plethora of highly innovative, tailor-made solutions that are redefining the use of alternatives in a diversified portfolio.

For more information, click here.

100 Women in Finance Webinar: Women in Financial Services as Executives and Customers
Monday, June 8, 2020, 10:00 A.M. CDT

Did you know that ignoring women as potential clients and employees could cost the financial services industry $700 billion in revenue per year?

According to the Women in Financial Services 2020 report, the industry needs to address the issue through multiple approaches. Many recognize the progress made, and others are eager to accelerate hiring women and their promotion to achieve gender balance. Some observe financial products are geared more toward male customers.

This event is for 100WF members. It was originally scheduled for March and postponed to May 28, 2020, will now take place as a webinar given the continued social distancing guidelines. If you registered to attend the event on its original date March 12, 2020, your registration will not be carried forward and you must re-register if you wish to attend and receive the webinar access link.

For more information, click here.

Efficient Capital Management – Investor Virtual Presentation: Understanding CTA/Trend Following Return Dispersion During the COVID-19 Crisis
Wednesday, June 10, 2020, 10:00-11:00 A.M. CDT

Chad Martinson, Co-Chief Investment Officer at Efficient Capital Management, will explain some of the drivers of the remarkably wide return dispersion among CTA strategies and trend following during the COVID-19 Crisis.

The webinar will analyze industry returns in March and during the 1st quarter in 2020. Using Efficient’s research and technology, and investment exposure to a diverse portfolio of CTAs available on the Efficient platform, Chad will help investors understand how to judge luck vs skill of CTAs trading through this crisis.

For more information, click here.

POSTPONED: Washington DC Compliance Roundtable Webcast Scheduled for June 11, 2020

Please stay tuned for a new date.

Scroll to top