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    Past Events - Video Archives

    Utilizing Factors To Increase Return and Reduce Volatility

    November 19, 2019
    11:30 AM - 1:00 PM
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    103 West 103 West Paces Ferry Rd
    Atlanta, GA 30305  Directions

    Tickets

    $15.00 Regular Member Ticket

    $35.00 Guest Ticket

    $20.00 CFA Atlanta Namebadge

    Factor-based investment strategies offer a compelling opportunity for institutional investors to enhance portfolio returns in a cost-efficient manner. Factor strategies can help solve for three, at times conflicting, challenges that face institutional investors.  The need to enhance return over traditional market cap exposures given reduced return expectations, the need to consider risk concentrations amid late cycle market environment and the desire to reduce plan costs/expenses.  While factors are not new to the investment world, an evolution in data availability, technology, and portfolio construction tools has enabled access to factor exposures in a variety of manners.  This session can be tailored to specific investor audiences based on expressed interest. Case studies available.


    Garrett A. Norman, Executive Director, is a member of the Investment Specialist team for the Beta Strategies Group, based in New York.  Garrett covers the firm's factor-based franchise across both alternative beta and strategic beta strategies. Prior to joining J.P. Morgan, Garrett was an Associate Director in Portfolio Management at PAAMCO where he focused on investments in fixed income relative value, long/short credit, distressed debt, and equity hedge fund strategies. He additionally has experience designing tactical asset allocation portfolios as part of a quantitative analytics group at Citigroup and has spent time conducting research on factors for use in stock-selection models at Batterymarch Financial Management, Inc. Garrett graduated magna cum laude from the University of Pennsylvania with a bachelor's degree in Economics and holds an MBA from the University of Chicago Booth School of Business with concentrations in Analytical Finance, Econometrics & Statistics, and Economics. He is also a CFA charterholder.

    Alistair Lowe, Managing Director, is a senior portfolio manager in the Quantitative Beta Strategies group, based in New York. Prior to JPMAM, Alistair worked at AlphaSimplex, a quantitative liquid alternatives manager with a focus on hedge fund replication and risk premia strategies. From 2010 to 2014 he was Executive Vice President and Chief Investment Officer, Global Equities, State Street Global Advisors ("SSgA"). He managed over 100 investment professionals in seven global locations, including the 30 person Advanced Research Center, which conducted quantitative research for all asset classes. From 2003 to 2010, Alistair was Chief Investment Officer, Global Asset Allocation and Currency, SSgA. He served as Chair of Fiduciary Committee and Chair of Technical Committee that oversaw all investment models and was a member of the Investment Committee. From 1996 to 2003, Alistair was Head of Investor Solutions, SSgA. In this capacity he was responsible for creating and implementing innovative client solutions for the High Net Worth Division. Prior to joining SSgA Alistair spent eleven years at NatWest Investment Management in a variety of roles, including senior portfolio manager, quantitative equities, in London, New York and Boston. Alistair received a Diploma in Computer Science and a M.A. (Cantab.) in Economics from the University of Cambridge, Churchill College, UK.

    Future Events

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    Soft Skills Series: Speed Reading for Financial & Investment Professionals

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    1hr PD Credit

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    16th Annual Forecast Event | Featuring Special Guest Speaker Dr. Janet L. Yellen

    February 05, 2020
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    11:30 AM - 1:00 PM

    The Buckhead Club
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    Globalization and Its Influence on Inflation in the U.S.

    March 25, 2020
    11:30 AM - 1:00 PM

    103 West
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    Atlanta, GA 30305

    1hr PD Credit

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