2nd Annual
Liquid Alternative Strategies Summit
Identifying investment opportunities across a growing spectrum of strategies
October 5, 2016 | Computer History Museum | Mountain View, CA
CFP & CIMA CE credits will be available
We reimburse your local transportation expenses*
The Details
THE ONLY ALL-IN-ONE, 1-DAY DUE DILIGENCE MANAGER INTRO EVENT
For financial advisors and institutional investors only
On the heels of our hugely successful 2nd Annual NYC Liquid Alternative Strategies Summit, the program now heads west to the world renowned Computer History Museum in the heart of Silicon valley in Mountain View, CA.
Our program centers around two key components: picking the right strategies as well as picking the right managers. Investment professionals will be a part of a highly engaging and substantive day of due diligence allowing them the opportunity to hear from leading Liquid Alts portfolio managers and ask them questions ranging from the risk/reward characteristics of their funds to how their funds best fit into an investor’s portfolio in order to provide for additional sources of return and diversification.
To help with your Liquid Alts due diligence, we’ve also made available speaker presentations, whitepapers and video interviews from our May 2016 NYC event. Please click on the side bar for more details.
Topics Include
- Multialternative Strategies
- Global Macro Strategies
- Long-Short Strategies
- Arbitrage & Event Driven Strategies
- Managed Futures Strategies
- Alternative Fixed Income Strategies
- Volatility Strategies
- Liquid vs. Illiquid Alternatives
- Portfolio Construction Utilizing Liquid Alts Strategies
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
CONFERENCE CHAIRPERSON
W. BEN HUNT, Ph.D.
Author of “Epsilon Theory”
Salient
FEATURED SPEAKERS
BRODY J. BROWE
Senior Vice President
Franklin Square Capital Partners
JOY DeSANTO
Publisher, Institutional Investor/Alpha
FRANCISCO FILIA
CIO
Fasanara Capital
TANYA GHALEB-HARTER
Director, Alt. Investments
Merrill Lynch
RYAN LEVITT
Principal
Pomona Capital
TAM MCVIE
Investment Director
Standard Life Investments
ANSHUL SHARMA
Managing Director - Investment Strategist
U.S. Trust
May 2016 Attendee Profile
53% of Attendees had AUM>$500 Million
To help enhance your experience we will be providing complimentary parking at the venue or reimburse* attendees who commute via taxi, ridesharing (Uber, Lyft, etc.) or rail to/from the venue. Click here or on the “Transportation Reimbursement Program” tab to learn more.
Chairperson Sponsor
Executive Sponsors
Media Partners
