Alternative Investments, Conference / Seminar, Virtual Events & Programming

Risk Mitigation Strategies

Wednesday, June 3 | 6:00 PM - 7:00 PM

Overview

Alternative investment solutions providers and asset owners discuss asset allocation in the current market environment with a focus on risk mitigation strategies. Risk mitigation or defensive strategies provide risk reduction solutions in the form of hedge funds, global macro, tail risk strategies, systematic managed futures/CTAs, duration management and option strategies. These strategies represent 3-15% of institutional portfolios. 

Agenda

6:00 PM | WELCOMING REMARKS

Ralitsa Atanasova, CFA, Analyst, Alternative Investment Risk, Aberdeen Standard Investments

6:05 PM | DISCUSSION

Moderator

Greg Strassberg, CFA, Head of Alternatives Risk Management, Aberdeen Standard Investments

Panelists

Justin Maistrow, CFA, Senior Investment Strategist, State of Rhode Island

Matthew E. Stroud, CFA, Senior Director – Global Pensions, Marsh & McLennan Companies

6:45 PM |  Q&A

7:00 PM | CLOSING REMARKS & ADJOURNMENT

Anna Sembos, CFA, PhD, Managing Director, CIFC Asset Management

Additional Details

Learning Outcomes

  • Asset allocations and portfolio constructionist in relation to risk and return requirements
  • Role of alternative investments in multi-asset portfolios
  • Using alternative investments as efficient risk reduction solutions alongside equities

Sponsorship Overview

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.
Please be advised of the following information related to Society sponsorship and support:
Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and Key Alliance Program participant of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.
CFA Society New York thanks all of its sponsors, event-related affiliates and Key Alliance Program participants for helping us continue to shape the conversation of the investment community.
 

Disclaimer of Endorsement

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.
CFA Society New York expects all attendees to comply with CFA Society New York's Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.
 

Refunds, Cancellations, and Substitutions

24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund
All requests for cancellation or refunds must be sent to [email protected]
 

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CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.
None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.