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December 2019
Dancing Elephants: Can China and the U.S. Create Long-Term Global Stability?
Our modern global economy has grown and been driven by a strategic understanding between the United States and China. The latter now challenges the former for regional hegemony and global influence.
The Search for Returns: Niche Investment Strategies
Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.
January 2020
2020 Annual Meeting
The Annual Meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.
Data Science in Finance: From Theory to Practice
Hear from academics and practitioners on how data science techniques can be used in your investment process. Topics include: using machine learning for stock selection and for risk forecasting, machine learning explainability, predicting returns using textual analysis of news articles, measuring the state of the economy by analyzing business news, using loan applications to predict loan defaults.
American Gas Association Luncheon Presentation
This AGA luncheon and presentation will focus on the outlook for natural gas utilities, plus address such topics as pipeline safety, customers of the future, growth opportunities, methane emissions, impact of legislative/regulatory actions on the industry, and the investment strength of the energy utility sector.
5th Annual Insurance Company Chief Investment Officers Roundtable
Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.
Wealth Management for Millennials
Continuing our success with Alpha in the Millennial Era in January 2019, the Young Leaders Group and potentially the PWM would like to host an event geared towards helping our generation make one of the most important decisions of their financial lives, choosing the right advisor.
February 2020
4th Annual Endowment & Foundation CIO Roundtable
The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.
Distressed Credit 2020 – Finding Gain in Turmoil and Pain
Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.
April 2020
A New Frontier in Diversity & Inclusion: Non-target University Graduates Role in Increasing Cognitive Diversity
According to Wall Street Oasis, a college is considered a target when a large number of Wall Street firms conduct on-campus recruiting ("OCR") for "front office" positions. A college's status as a target may vary slightly from industry to industry, firm to firm, and region to region. Ultimately, however, a school's status as a target depends on its relationships with employers and the number of students that get hired each year.
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
June 2020
Fourth Annual PE/VC Conference: Perspectives from Allocators and Managers
This conference brings together leading private markets allocators, consultants and fund managers who focus on private equity, private credit, growth equity, and venture capital to learn how they select winners, add value and deliver returns.