Alternative Investments

The Great Separation: Is Now the Time to Embrace Long/Short Equity?

March 7, 2019 | 5:00 PM - 8:00 PM

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Overview

A rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we may soon find out who has been swimming naked. We invite you to a discussion about the status of the equity market cycle and how to prepare your portfolio for its inevitable turn. Our keynote speaker Mark Yusko, Founder, CEO and Chief Investment Officer at Morgan Creek Capital Management, will explore the return of volatility, passive vs. active management, quantitative tightening and many more top-down topics. A proponent of the University Endowment Model of investing, Yusko is a featured speaker at the upcoming 72nd CFA Institute Annual Conference in London. He previously served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC). Our investor and journalist panel will expand on these topics and discuss the role of the press in markets, particularly as it relates to holding management teams accountable and calling out bad actors. A networking reception will follow.

Agenda

5:00 PM | REGISTRATION

5:30 PM | WELCOME REMARKS

Kris Thiessen CFA, CAIA, EA, Founder and Managing Partner, Helix Management

5:35 PM | KEYNOTE SPEAKER

Mark W. Yusko, Chief Executive Officer & Chief Investment Officer, Morgan Creek Capital Management, LLC

6:35 PM | PANEL

Introduction of Panelist

Kelly Ye, CFA, Director of Research, IndexIQ

Moderator

Cory Lester, Managing Director, Morgan Creek Capital Management

Panelists

David Atterbury, President, Portfolio Manager, Whetstone Capital Advisors, LLC

Ben Axler, Founder, Spruce Point Capital Management

Charley Grant, CFA, Reporter, Wall Street Journal

Mark Spiegel, Managing Member and Portfolio Manager, Stanphyl Capital Partners

Mark W. Yusko, Chief Executive Officer & Chief Investment Officer, Morgan Creek Capital Management, LLC

7:40 PM |  CLOSING REMARKS

Jonathan Prin, CFA, Managing Director, Greylock Capital

7:45 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Why and when to invest in equity long/short strategies
  • Understanding the equity market cycle and portfolio positioning
  • Passive vs. active management with the return of volatility
  • Understanding the University Endowment Model of investing
  • The role of the press in markets and holding management teams accountable

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For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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