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NYSSA’s Institutional Asset Management Committee
and Derivatives Committee
present
Asset Allocation After the Crash
Institutional investors, just like the rest of us, have suffered
through one of the worst periods in the markets in modern financial
times. How has this affected their asset allocation outlook and
decision-making process on a look-forward basis?
Topics that will be covered include:
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What to do about equities now: Decrease, hold on, or add?
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Portable alpha and LDI: Are these pre-crash hot topics still
viable?
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Alternatives: Has the recent downdraft decreased their luster or
proved their worth?
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Strategic vs. tactical allocation: Do boards need to move faster or
more cautiously in this environment?
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Consultants: What has the crisis told us about the consulting
industry?
Join us as our panel of institutional investors and consultants
address these and other topics.
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DATE:
Wednesday, November 18, 2009
TIME:
5:30 p.m.–6:30 p.m. | Reception
6:30 p.m.–8:00 p.m. | Presentation
LOCATION:
NYSSA
1177 Avenue of the Americas, 2nd Floor
(between 45th and 46th Streets), NYC (Directions)
Photo ID required for access to the building.
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SPEAKERS:
Laurence B. Siegel, Research Director, Research
Foundation, CFA Institute; Senior Advisor, Ounavarra Capital
Cynthia F. Steer, Chief Research Strategist Managing
Director, Head of Beta Research, Rogerscasey
FEES:
Members $75 | Nonmembers $115
Register at the door: Additional $25 due (space permitting)
REGISTRATION DEADLINE:
Friday, November 13, 2009
CREDITS:
CE/CPE = 1
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If you would like to media partner or sponsor any of these programs,
please contact sponsorship@nyssa.org.
Media Partner
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Chair
Martin Rosenburgh
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Biography
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Laurence B. Siegel is research director of the
Research Foundation of CFA Institute and a senior advisor to Ounavarra
Capital in New York. Until July 2009 he was director of research in the
Investment Division of the Ford Foundation, where he worked since 1994.
Before that, he was a managing director of Ibbotson Associates, an
investment consulting firm that he helped to establish in 1979. Siegel
currently chairs the investment committee of the Trust for Civil Society
in Central and Eastern Europe, and serves on the investment committee of
the NAACP Legal Defense Fund. He is a member of the editorial boards of
the Financial Analysts Journal, the Journal of Portfolio Management, and
the Journal of Investing, and serves on the board of directors and
program committee of the Institute for Quantitative Research in Finance
(the Q Group). He is the author of Benchmarks and Investment Management
co-edited the book The Future of Life-Cycle Saving and Investing. In
2009, Siegel won the first annual EDHEC-Robeco prize, three Graham and
Dodd awards, and the Bernstein-Fabozzi/Jacobs Levy award. He received
his BA in urban studies from the University of Chicago in 1975, and his
MBA in finance from the same institution in 1977.
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Cynthia Steer is chief research
strategist and head of the Beta Research Group at Rogerscasey. She is
responsible for synthesizing research from the Beta and Alpha Investment
Research Groups to generate and implement optimal portfolios for our
clients. She is a member of the Fiduciary Investment Review Committee,
which provides oversight for fiduciary clients, and the Investment
Policy Committee, which reviews and approves capital market assumptions
and other similar investment policy issues. She also chairs the
Strategic Research Committee, which discusses long term asset allocation
in light of market trends and hosts a monthly meeting on emerging
markets. Before joining the firm in 2002, Steer was the chief investment
officer for SBLIUSA. Steer is a frequent speaker and has appeared on
CNBC and Bloomberg TV. She graduated with a BA in urban studies from
Smith College, an MS from The Bank Street School, New York, and an MBA
from The Wharton School, the University of Pennsylvania. |
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