CAASA WEBINAR – GLOBAL MACRO: DID IT PROVIDE CRISIS ALPHA TO INVESTORS
Overview
Many of the first hedge funds were global macro, and many still are, and many investors and fund managers the world over use macro inputs into their strategy, even if they are stock-picking a portfolio at the end of the day. With that said, the drivers (or factors) of portfolio performance – including return, risk, and higher moments such as skew and kurtosis – change from time to time and provide, perhaps, an equal number of opportunities and pitfalls. This panel will speak to the evolution of macro strategies and how these are used in a portfolio setting, the major determinate factors at play now, and where they see this area of research and trade implementation going in the future.
Where
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformSPEAKERS
Hazlitt Gill
Senior Research Director, Global Manager Research
Wells Fargo
Gordon Nicholson
Portfolio Manager
K2 Advisors
Rahul Khasgiwale
Senior Investment Director, North America
Aviva Investors
Éric Lapointe
Founder, CEO
CEOS Family Office
Hazlitt Gill
Senior Research Director, Global Manager Research
Wells Fargo
Hazlitt Gill is a senior research director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses.
In his role, Mr. Gill oversees the investment manager research for alternative investments. Prior to joining Wells Fargo, Mr. Gill was the chief investment officer for RLJ Select Investments LLC. He has more than 20 years of experience in the financial services industry.
Mr. Gill earned both a Master’s of Science in Operations Research and Statistics and a Bachelor’s of Science in Mechanical Engineering from Rensselaer Polytechnic Institute. He resides in Charlotte, North Carolina.
Gordon Nicholson
Portfolio Manager
K2 Advisors
Gordon Nicholson, CFA, CAIA, Esq., Senior Vice President, Portfolio Manager, graduated from Bishop’s University in 1988 with a B.A. in Political Science and Economics and received a J.D. from Vermont Law School in 1993. He has served various roles as an analyst in the asset management industry since 1995 with Dean Witter, Franklin Templeton and PIMCO. From 2002 to 2005 he was the Manager of Credit and Pricing for Bombardier Structured Finance. Mr. Nicholson’s hedge fund experience originated in 2005 serving as an analyst, research sector head and portfolio manager with Kenmar Olympia, a fund of hedge funds, until 2012. In 2012 Mr. Nicholson transitioned to a fixed income relative value fund, Rimrock Capital, in Newport Beach California. Starting in late 2013, he accepted a position with Citi Private Bank as the senior Portfolio Manager and transitioned to the Head of the Alternative Solutions team, managing fund of funds and custom hedge fund portfolios for a global client base. Mr. Nicholson joined K2 Advisors in November of 2017.
Rahul Khasgiwale
Senior Investment Director, North America
Aviva Investors
Rahul is Senior Investment Director for the Americas across liquid markets and is based in Toronto, Canada. He works closely with our investment teams to represent investment processes, portfolio positioning and performance to prospects, clients and investment consultants. Rahul has regional management responsibilities for the Americas investment specialists and RFP function and is also a member of the Americas client solutions leadership team.
Rahul joined Aviva Investors from Manulife Asset Management where he was Investment Director for Global Investment solutions. Prior, Rahul was an Absolute Return Investment Director at Standard Life Investments focused on retail and institutional clients and consultants in Canada. He began his career at HSBC Global Asset Management, where he held a variety of senior investment roles based in the UK, Switzerland, Middle East and Canada across a twelve year period.
Éric Lapointe
Founder, CEO
CEOS Family Office
Eric Lapointe is the Founder and Chief Executive Officer at CEOS Family Office and is based in the Montréal area. Seeking to define the next generation of Family Offices, CEOS offers the full range of services including asset management and aggregation, book keeping and accounting, taxation, estate planning, family governance, concierge services, and medical access.
An accomplished professional athlete, Eric was introduced to the CFL Hall of Fame in 2012. He feeds the same passion into his work in the global financial industry and he keeps his clients’ peace of mind at the centre of everything he undertakes. «Fewer clients, more services» is his motto.
Prior to founding CEOS, Eric had 20 years of experience in the wealth management business, among others with Assante Wealth Management and Stonegate Private Council. He graduated with distinction from Mount Allison University and is a member of YPO.