The Alchemy of Finance: Portfolio Construction Strategies by Milken Institute
Moderator
Jennifer Urdan, Managing Director, Cambridge Associates
Speakers
Jane Buchan, CEO, PAAMCO; Director and Chair, Chartered Alternative Investment Analyst Association
Hua Fan, Senior Managing Director, Head of Fixed-Income and Absolute-Return Investment, China Investment Corp.
Tim Haywood, Investment Director, GAM
Brian Pellegrino, Chief Investment Officer, United Parcel Service, Inc.
Stephen Toy, Senior Managing Director and Co-Head, WL Ross & Co. LLC
First there were 60/40 portfolios, then tactical asset allocation, then risk parity. Now, more powerful, Big Data-driven analytics have put risk factor strategies in the spotlight. Many investors are on a quest for a higher level of portfolio diversification and efficiency, having lived through the financial meltdown and become finely attuned to the perils of correlation among seemingly unrelated asset classes. The expert investors on this panel will discuss the tools and methods they use to address risk and volatility across global markets and how they see each of them fitting into the larger picture. Are alternative investments bringing the benefits they expected? What are the roles of private equity and hedge funds in the evolving landscape? What’s the best bet for capital preservation, consistency and outperformance in 2015 and beyond?
