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

We want to thank all of our attendees and sponsors for making the Investing in Liquid Alternatives conference a huge success. The event was highlighted by a speaking faculty consisting entirely of accomplished fund managers and portfolio professionals - from across the spectrum of liquid alternatives.

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

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51% of Attendees had AUM>$500 Million

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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
RICK LAKE
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
TOM CLARKE
Co-Portfolio Manager
William Blair Macro Allocation Fund
Walter Davis
WALTER DAVIS
Alternatives Investment Strategist
Invesco

JEFF GARY
Senior Portfolio Manager
Avenue Capital Group
Tanya Ghaleb-Harter
TANYA GHALEB-HARTER
Dir. Alternative Investments
Merrill Lynch


ROB GUTTSCHOW
Senior Portfolio Manager
First Trust Advisors
Ryan Levitt
RYAN LEVITT
Principal
Pomona Capital

WILLIAM MARR
Senior Managing Dir., Head of Liquid Alternative Investments
State Street Global Advisors
Tam McVie
TAM MCVIE
Investment Director
Standard Life Investments

K.C. Nelson
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

Lake Partners

Executive Sponsors

Alps Portfolio
Gotham Funds
John Hancock
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spons_voya
William Blair

Cocktail Reception Sponsor

Aston Funds

Exhibitor


Partners

CAIA
Daily Alts
Institutional Investor