CAASA Alternative Perspectives – 2021

Overview

Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all. 1:1 meetings and table talks allow for connection and discussion via the CAASA All-in-One Digital Platform

Global Partner

Keynote Speakers

Speakers

When

  • June 8, 2021
  • 8:00 am – 6:00 pm
  • June 9, 2021
  • 8:00 am – 6:00 pm
  • June 10, 2021
  • 8:00 am – 6:00 pm
  • June 11, 2021
  • 8:00 am – 6:00 pm

Where

CAASA’s All-in-One Virtual Platform

Agenda

Day 1

  • June 8, 2021
  • 8:00 am – 5:00 pm

Day 2

  • June 9, 2021
  • 8:00 am – 5:00 pm

Day 3

  • June 10, 2021
  • 8:00 am – 5:00 pm

Day 4

  • June 11, 2021
  • 8:00 am – 5:00 pm

  • June 8, 2021
  • 8:00 am – 5:00 pm

Day 1

8:00 am

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

9:40 am

CAASA’s Virtual Platform Introduction

9:50 am

Now Talk -Much Ado About Emerging Manager Programs

A great deal has been written about the emerging managers premium that can be present and taken advantage of by early investors into a fledgeling asset management team. This panel will explain the concept and its history, describe how investors are interpreting new findings & observations and evolving their programs, and where the panel participants see the space moving over the next few years. A must-watch panel for managers and investors alike!

Kirk Sims, Teacher Retirement System of Texas
Graham Lyons, Arbutus Partners

10:30 am

Where Private Credit is Headed

Private credit markets have become a force in the investment industry over the last 12 years as banks’ risk appetites have waned and the demand for leverage has continued its rise. Is the industry in for growing pains as its AUM begins to perhaps rival that of banks or is it an idea whose time has truly come and will continue its meteoritic rise unabated? Find out from this panel of experts from many areas of the market.

David Sheng, Aksia
Theresa Shutt, Fiera Capital

11:30 am

Break

11:45 am

Fireside Chat – 20 Years of iTraxx & Managing Risk

Jon Dorfman has a storied past, being one of the early risk takers and innovators in credit default swap, credit index (Tracers and CDX) and trenched risk credit markets, Jon served as an ISDA committee member responsible for the first standardized credit default swap contract. Join us for his fireside chat with Elizabeth Burton, one of the youngest CIOs in the U.S. and an accomplished investor both on the Mainland and in Hawaii where she is reshaping the pension plan she took over in 2018.

Jonathan Dorfman, Napier Park Global Capital
Elizabeth Burton, Employees’ Retirement System of the State of Hawaii

12:45 am

Break

1:00 pm

NowTalk – Outsourced Trading

Knowing one’s skill-set and constraints is an important part of investment management (and life) but finding the right solutions to capability short-comings is paramount to being able to deliver on one’s obligations. This panel will look into how one can inventory their systems and abilities and then source the best service providers to fulfill those requirements – especially in terms of trading.

Benjamin R. Arnold, Meraki Advisors
John Christofilos, AGF Investments Inc.

1:30 pm

PE & VC in 2021

Private equity & venture capital is an important part of many a balanced institutional portfolio but knowing how to access these areas and select managers as well as broader, categorical allocation decisions such as that of choosing LBO, growth, venture (and its sub-areas such as pre-seed, seed, and Series A), geography, and sector (or agnostic) can be a challenge. This panel will give broad-stokes advice to investors coupled with more specific trend analysis and ways to create value for beneficiaries in today’s markets.

Jason Campbell, Eckler
Gerry Brunk, Lumira Ventures
Amanda Outerbridge, HarbourVest
Cara Nakamura, Kamehameha Schools

2:15 pm

Break

2:30 pm

Sponsors’ Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

Choose from 3 x 20-minute round table discussions

3:30 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

End of Day 1

  • June 9, 2021
  • 8:00 am – 5:00 pm

Full Day of Content

8:00 am

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

9:50 am

NowTalk – The Cost of the Archegos Fallout to the Prime Broker and Hedge Fund Relationship

The prime broker – hedge fund relationship has been under strain from time to time over the last few decades, most notably during the Great Financial Crisis of about 12 years ago and this has come to a head once more with the strain brought on by the Archegos situation.  Join Sandy Rattray for a frank look at how relationships with ‘the primes’ has evolved over time and where he believes it is headed.

Sandy Rattray, Man Group

10:30 am

Today’s Trading Styles

This panel gathers a diverse group of portfolio managers, each with a distinct trading style used in their quest for alternative streams of alpha-producing performance for the investors in their fund. Viewers will come to know how each of these perspectives of the market lead to their unique implementation of trades designed to exploit these insights while, at the same time, limiting downside risk.

François Rivard, Innocap Investment Management
Pablo E. Calderini, Graham Capital Management
Michael Hume, MKP Capital Management

11:30 am

Break

11:45 am

Fireside – The Future of Quant

Martin Lueck is one of the earliest CTA, or managed futures, traders having founded world-class companies over the last 34 years, applying his – and a plethora of PhD’s – intellect to the markets to create trading systems designed to deliver non-correlated return streams to investors. Interviewing Marty is Wei Xie whose role brings him in touch with many managers like Marty and his focus on machine learning and alternative data is the perfect foundation for a chat with someone who has been in this field from its infancy.

Martin Lueck, Aspect Capital
Wei Xie, OPTrust

12:45 am

Break

1:00 pm

NowTalk – Best-Kept Secret

Class action services sounds ominous and like it might involve litigation services, but that is just the starting point: once a class action has been certified, one needs to (i) know about it, (ii) file the paperwork correctly, and (iii) follow up with any deficiencies or time-sensitive requirements to ensure payment. Billions of dollars are available to investors, either directly or via funds, and knowing how to access this money is an alpha-generator.

1:30 pm

Go Global

Global investing has been a theme for decades, even centuries, as investors have scoured the planet for returns. Home country bias is real and has profound effects upon one’s short term and long term gains (for better or for worse) – this and many other portfolio effects will be discussed by this diverse group of panelists.

Rahul Khasgiwale, Aviva Investors
Lionel Erdely, Investcorp
Chrisitian McCormick, Allianz Global Investors

2:15 pm

Break

2:30 pm

Sponsors’ Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

Choose from 3 x 20-minute round table discussions

3:30 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

  • June 10, 2021
  • 8:00 am – 5:00 pm

Full Day of Content

8:00 am

9:50 am

Swaps

Leverage loan total return swaps (TRSs) can be an effective way of gaining access to certain credit assets and this NowTalk will explain what they are, how they work, their risks and drawbacks as well as advantages, and how investors can make the most of these structured credit investments.

10:30 am

ESG & Me

Internalizing ESG into your investment program – As many know, we are not that content to just have another ESG talk and this one is no different. We will spend some time explaining the topic and a great deal of the panel will be dedicated to how investors and managers are really making a difference to enable, as one might say, allow the human race to survive and thrive with resources we have.

Maria Pacella, Pender Ventures
Mario Venditti, Innovobot
Mee Warren, Bodhi Research Group
Raj Lala, Evolve ETFs
TBD, Nephila Advisors

11:30 am

Break

11:45 am

Fireside Chat – Trading through the decades with Clifford S. Asness, AQR Capital

Cliff is one of the most well-known managers on the globe, having more than 30 years of experience managing money with some of the most storied of shops (including his own), all based on quantitative finance principals. We are happy to have Tiger Williams stepping in as Cliff’s interviewer, the two going back more than 20 years and Tiger’s trading shop being perhaps the oldest on the street. This should be fun!

Clifford S. Asness, AQR Capital Management
Tiger Williams, Williams Trading

12:45 pm

Break

1:00 pm

NowTalk –

1:30 pm

Bringing it all Together – GPFA Lending the Way

Pension plans’ models of governance and operating have evolved a great deal over the last 20 years as plan sponsors around the world have embraced, in many cases, new ways to manage that assets set aside to provide retirement income for millions of beneficiaries globally and the latest iteration, and one that is growing like wildfire is that of pensions working together to optimize their operational performance while managing inherent risks, such as counterparty risk, in their everyday transactions. This talk will describe how plans’ strategies have met modern challenges as well as introduce viewers to the Global Peer Financing Association (GPFA) which now counts among its membership some of the largest plans in the world, totalling more than $7 trillion in assets. This is your opportunity to get acquainted with this growing association and its far-reaching mandate to improve efficiencies of its members.

Rob Goobie, Healthcare of Ontario Pension Plan (HOOPP)
James Burron, CAASA

2:20 pm

Tête-à-Tête Session

11 x 20-minute 1:1 meetings

6:00 pm

End of Day 3

  • June 11, 2021
  • 8:00 am – 5:00 pm

Full Day of One on One Meetings

Members

Members of CAASA

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Non-Members – Allocators / End Investors

Complimentary for end-investors.

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Non – Members – Asset Managers

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Non-Members – Service Providers

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