Master Program Calendar

CFA Institute 2013 Asset and Risk Allocation Conference

Monday April 15, 2013 12:00 PM - Tuesday April 16, 2013 5:30 PM

Available as: Live Session;
Categories: Conference, Other Industry Events, Programs for Members

This popular conference gathers experienced investors focused on major new developments in the dynamic allocation of risk in broadly-diversified portfolios. As the industry moves from risk measurement to risk management, speakers will explore robust new frameworks for allocating risk capital globally with an emphasis on building innovative investment decision-making processes and increasing diversification. Click here to Learn More.

Attendees will come away with:

  • Lessons from visionary pension and endowment fund investors on the global dynamic allocation of investments, strategies and risks.
  • An understanding of new theories and practical methods for allocating risk globally, particularly to alternative strategies.
  • An in-depth exploration of modern risk management techniques and post-crisis developments.
  • Ideas for structuring an emerging-markets investment program.
  • Skills for building portfolios from the ground up using innovations in strategies, process and governance.
  • Innovative ideas for crafting superior, forward-looking investment processes.

Join us for this unique opportunity to gain an in-depth appreciation of the concepts and techniques that are shaping the future of investment management and providing practical tools and novel investment approaches for a turbulent world!

Agenda

Monday, 15 April

12:00 p.m. 
Registration

1:00 p.m.
Conference Welcome

1:10 p.m.
Opening Remarks
Brian D. Singer, CFA,
Conference Moderator
Head of Dynamic Allocation Strategies
William Blair & Company, L.L.C.

1:15 p.m.
Geopolitics and the Development of Global Investment Strategy
Peter Zeihan
President and Founder
Zeihan on Geopolitics

2:10 p.m.
Strategic Asset Allocation after the Great Recession: Techniques for Enhancing Return and Managing Risks
George R. Hoguet, CFA
Managing Director, Senior Emerging Markets Portfolio Manager and Global Investment Strategist
State Street Global Advisors

3:00 p.m.
Refreshment Break 

3:20 p.m.
Evaluating New Methodologies in Asset and Risk Allocation?
Thomas M. Idzorek, CFA
President
Morningstar Investment Management

4:15 p.m.
Navigating the New Normal
Lacy H. Hunt
Executive Vice President
Hoisington Investment Management Company

David Rosenberg
Chief Economist and Strategist
Gluskin Sheff + Associates Inc.

5:30 p.m.
Reception

Tuesday, 16 April

7:00 a.m.
Continental Breakfast

8:00 a.m.
Toward Determining Systemic Importance
Mark P. Kritzman, CFA
President and CEO
Windham Capital Management
Senior Lecturer in Finance, MIT Sloan School of Management

8:35 a.m.
Session continues

Managing Risk beyond Asset Class Diversification
Sébastien Page, CFA
Executive Vice President
Global Head of Client Analytics
PIMCO

9:20 a.m.
New Horizons in Asset Allocation: Combining Liquid Alternatives in Portfolios

Michael P. Manning, CFA, CAIA
Managing Partner
New England Pension Consultants (NEPC LLC)

10:15 a.m.
Refreshment Break

10:35 a.m.
How to Identify and Measure Liquidity
Mark J.P. Anson, CFA, CAIA
Managing Partner and Chief Investment Officer
Oak Hill Investment Management, L.P.

11:30 a.m.
Achieving Success in Pension Fund Management:  Innovations in Process, Governance, and Strategy
James C. Leech
President and CEO 
Ontario Teachers’ Pension Plan (OTTP)

12:25 p.m.
Luncheon

1:25 p.m.
Luncheon Address:
 We Have Entered a World of Disaster Economics
Gillian Tett
Markets and Finance Commentator and Assistant Editor,
Financial Times

2:20 p.m.
Game Changers in Emerging Markets
Antoine van Agtmael
Senior Consultant
Garten Rothkopf
Former Chairman and CIO, Ashmore Emerging Markets LLC

3:15 p.m.
Refreshment Break

3:35 p.m.
Absolute Return Strategies, Real Return Investments, and Other Strategies to Weather Global Risks  
André F. Perold
Founder and Managing Partner
HighVista Strategies
George Gund Professor of Finance and Banking, Emeritus
Harvard Business School.

4:35 p.m.
Neuroeconomics: Why Does the Brain Matter for Investing?
Scott A. Huettel
Jerry G. and Patricia Crawford Hubbard Professor
Department of Psychology and Neuroscience, Duke University
Director, Duke Center for Interdisciplinary Decision Science 

5:30 p.m.
Conference Close

Program Details

Date
Thursday, April 15-16, 2013

Location
Grand Hyatt New York
109 E 42nd St
New York, NY 10017

Time
12:00 p.m. - 5:30 p.m.

Fees
$1,295

NYSSA members can obtain a $100 discount; please call us to receive the code.

Register by 18 March 2013 and save US$200.

Additional Information
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