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    Past Events - Video Archives

    Industry Partner

    Are Alternatives Truly Non-Correlated? A Panel Discussion

    January 22, 2020
    5:30 PM - 8:00 PM
     Add to Calendar

    The Buckhead Club 3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326  Directions

    Tickets

    $35.00 Regular Member Ticket

    $65.00 Guest Ticket

    $20.00 CFA Atlanta Namebadge

    Most managers of alternatives claim that their strategies are non-correlated to the rest of the market. During times of market volatility, investors see if this non-correlation holds true. Come join a panel discussion about this topic and the ongoing evolution in the alternatives space.

    This program will focus on the strengths and weaknesses of various alternative investment strategies and product structures. We will also explore recent trends and future product development. Our panel will include asset managers, a gatekeeper and an allocator prepared to cover topics such as the following (and more):

    • How alternative investment strategies from private equity, private debt or hedge fund managers fit in a portfolio and what the 
      future outlook is for these various strategies

    • Growth and innovation in liquid alternatives, including alternative beta strategies

    • Evaluation process for retail vs. institutional investors

    • How fund structure impacts strategy


    Please bring your questions as well to this important conversation. This will be a very interactive discussion.

    Panelists 

    • Spencer Boggess, Director of Alternative Investments for Genspring/Suntrust

    • Thayer Gallison, CFA, Vice President - Due Diligence Officer at Ladenburg Thalmann

    • Scott Metchick, Managing Director at AQR Capital Management

    • Michael Zinkand, Portfolio Specialist at FS Investments


    Moderated by

    • Charlie Waterman, CFA, Executive Director, Due Diligence, FS Investments

     

    Event Timeline

    5:30 - Registration and networking cocktail reception

    6:10 - CFA Society Atlanta Welcome and Opening Remarks

    6:15 - Moderator and Speaker Intros

    6:20 - Panel Discussion

    7:00 - Q&A

    7:30 - 8: 00 - Program Concludes


    Member Pricing for CAIA Members 

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