Investing in Liquid Alternatives
Identifying investment opportunities across a growing spectrum of strategies
April 28, 2015 | Convene Conference Center, New York City
This conference has been accepted by the CFP Board for 9 CE credits.
IMCA has accepted this conference for 9 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications
The Details
Fund manager presentations are now available from the event as well as video interviews and photos of members of our speaking faculty. Click on the side bar for more details.
Attendee Profile
51% of Attendees had AUM>$500 Million
Topics Included
- Long/Short Equity Strategies
- Alternative Fixed Income
- Global Macro Strategies
- Arbitrage & Event Strategies
- Managed Futures Strategies
- Volatility as an Investment Strategy
- Private Equity: Investing Across the Liquidity Spectrum
- Allocating to Liquid Alternatives in a Multi-Asset Portfolio
What Makes Our Event Unique
- Developed by investment and fund managers for advisors and institutional investors, with buyside-only attendance
- 100% investment & fund manager (PM, C-level exec, Portfolio Strategist or Analyst) speaking faculty
- Strategy focused, not industry-focused
- Drill down into the approach of the strategy with the fund manager
KEYNOTE SPEAKER
JOEL GREENBLATT
Managing Principal and Co-Chief Investment Officer
Gotham Asset Management
CONFERENCE CHAIRPERSON
RICK LAKE
Co-Founder & Co-Chairman
Lake Partners
Co-Founder & Co-Chairman
Lake Partners
OTHER FEATURED SPEAKERS
DAVID BAKER
Partner, Portfolio Manager
Perella Weinberg Partners
ROY BEHREN
Managing Member & Portfolio Manager
Westchester Capital Management
KEITH BLACK
Managing Director, Curriculum & Exams
CAIA
ANTHONY CAINE
Founder & Chairman
LJM Partners
TOM CLARKE
Co-Portfolio Manager
William Blair Macro Allocation Fund
WALTER DAVIS
Alternatives Investment Strategist
Invesco
JEFF GARY
Senior Portfolio Manager
Avenue Capital Group
TANYA GHALEB-HARTER
Dir. Alternative Investments
Merrill Lynch
ROB GUTTSCHOW
Senior Portfolio Manager
First Trust Advisors
RYAN LEVITT
Principal
Pomona Capital
WILLIAM MARR
Senior Managing Dir., Head of Liquid Alternative Investments
State Street Global Advisors
TAM MCVIE
Investment Director
Standard Life Investments
K.C. NELSON
Managing Director, Portfolio Manager
Driehaus Capital Management
R. TY POWERS
Director, Portfolio Management
Hatteras Funds
THOMAS SCHNEEWEIS
Managing Partner
S Capital Management
MICHAEL SHANNON
Managing Member, Portfolio Manager
Westchester Capital Management
MARK SUNDERHUSE
Founder, Managing Director & Co-Portfolio Manager
Red Rocks Capital
RYAN TAGAL
Vice President – Product Management
Envestnet Asset Management
Lead Sponsors
Chairperson Sponsor
Executive Sponsors
Cocktail Reception Sponsor
Partners
