Alternative Investments

Examining Risk Analytics & Derivative Solutions

Thursday, October 8 | 3:30 PM - 8:15 PM

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Overview

This event provides an opportunity to hear from a distinguished panel of overlay specialists and risk analytics providers on the different tools available for investors to efficiently manage their portfolio risk exposures.

Over the last few decades, investor portfolios have becoming much more complex. With numerous moving parts, investors face many challenges when attempting to analyze and manage portfolio risks.

Overlay programs, often implemented using derivatives, provide flexible and capital-efficient solutions to manage risks relating to portfolio liquidity, cash drag/securitization, asset allocation shifts, rebalancing shifts, currency exposures, and more. Additionally, technological advances have provided investors with more tools for assessing portfolio risks using quantitative metrics and sophisticated analytics.

Agenda

3:30 PM | REGISTRATION & CHECK-IN


4:00 PM | INTRODUCTION & WELCOME


4:05 PM | FIRST KEYNOTE ADDRESS


5:00 PM | USING DERIVATIVES & OVERLAYS TO MANAGE PORTFOLIO RISK


5:45 PM | Q & A


6:00 PM | BREAK


6:15 PM | SECOND KEYNOTE INTRODUCTION


6:20 PM | EXAMINING A PORTFOLIO THROUGH A RISK FACTOR LENS


7:20 PM | USING ANALYTICS & TOOLS TO MANAGE PORTFOLIO RISK


8:05 PM |  Q & A


8:15 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION

Additional Details

Learning Outcomes

  • What are the compensation & talent management trends affecting the industry
  • How large and small companies from different facets of the finance industry are tackling the issue of a tight labor market
  • Expectations of the new generation of employees in the workplace and how companies are addressing them

Features, Benefits, Values

This event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm.

Who Should Attend?

CEOs, Chief Operating Officers, Chief Technology Officers, Chief Compliance Officers, Job Seekers, Portfolio Managers, Analysts, Investor Relations