Alternative Investments, Virtual Events & Programming

Alternatives Market Outlook

Tuesday, March 2 | 1:00 PM - 2:00 PM

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Cvent Transition Guide

Overview

The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape. In addition, once seen as only available to premier investors such as pensions, foundations & endowments and other institutions, recent regulatory change has sought to expand the reach of alternative assets into the more retail community.

As such, the alternatives industry is expected to continue its rapid expansion and improvement driven by technology, increasing global competition, a focus on diversity and inclusion as well as other factors.

Leading experts in this field will discuss the history, growth trajectory and opportunities in the alternatives space.

Agenda

1:00 PM | WELCOMING REMARKS

Stephan Connelly, CFA, Director, Star Mountain Capital, Co-Chair of the Alternatives Investment Group, CFA Society NY


1:05 PM | PANEL DISCUSSION

Moderator

John Bowman, CFA, Senior Managing Director, CAIA Association

Panelist

Amy McGarrity, CFA, Chief Investment Officer, Colorado PERA

Stephen Moseley, Deputy CIO, Head of Private Markets and Alternative Investments, Alaska Permanent Fund

Sean Ward, Managing Director, Dyal Capital Partners


1:45 PM |  Q&A


2:00 PM | CLOSING REMARKS & ADJOURNMENT

Anna Sembos, PhD, CFA, Managing Director, CIFC Asset Management, Co-Chair of the Alternatives Investment Group, CFA Society NY

Additional Details

Learning Outcomes

  • Learn about the history and different components of alternative investments
  • Discuss the changing landscape of this asset class driven by recent economic activity and other large scale drivers such as technology and global competition.
  • Discuss the outlook for the industry and where opportunities may be available