2021-09-09T00:00:00-0400

2021-09-09T00:00:00-0400

ALTSSV Mountain View | September 9th, 2021
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ALTSSV is developed and led by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association. With their guidance, this one day event provides participants with an educational-focused agenda features leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market.

ALTSSV has been developed for:


We’re committed to the health and safety of all of our attendees.  At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.

KEYNOTE SPEAKERS

C. Richard Kramlich, Co-founder, Chairman Emeritus, NEA, Co-Founder, Green Bay Ventures

Mr. Kramlich is the Co-founder and Co-Managing Director of Green Bay Ventures. He is formerly the Co-founder and current Chairman Emeritus of New Enterprise Associates. He was Managing General Partner of NEA through NEA VII when he turned the reins over to Peter Barris and became a General Partner. During the 20 years Dick was the Managing General Partner of NEA, the partnership achieved top quartile returns for its Limited Partners. Dick began his venture career in 1969 as a General Partner with Arthur Rock and Co. after nine years in general management as Manager of Financial Planning at the Kroger Co. and in investment management as Executive Vice President at Gardner & Preston Moss Company in Boston. In 1977 Dick was an early investor in Apple Computer for his own account. Since co-founding NEA in 1978, he has been involved in ten companies that have grown from start-up to companies with market value in excess of $1 billion.


Hans Tung, Managing Partner, GGV Capital

Mr. Tung is a managing partner at GGV Capital, focusing on consumer Internet, e-commerce, and IoT investments globally. He is recognized among the top venture capital investors in the world, having been named to the Forbes Midas list seven times from 2013-2019, most recently ranking #7, and #18 on the New York Times/C.B. Insights Top 100 Venture Capitalists list. He has invested in 14 unicorns, each valued at more than $1 billion. Hans was an early investor and former board member of Xiaomi most recently valued at $33 billion—and Musical.ly, which was acquired by Bytedance for around $900 million. He actively works with Airbnb co-founder Nathan Blecharczyk on Airbnb’s China strategy, and helped broker Uber co-founder Garrett Camp’s first meeting with Didi Chuxing in 2013.


Anne Casscells, Co-Founder, Chief Investment Officer, Aetos Alternatives Management

Ms. Casscells is a Managing Director, Co-President and the Chief Investment Officer of Aetos Alternative Management, an investment firm with $11 billion of assets under management. Prior to co-founding Aetos Alternative Management l in 2001, Anne Casscells was Chief Investment Officer of the Stanford Management Company, where she was responsible for the investment of over $10 billion in endowment funds and other assets on behalf of Stanford University. Prior to assuming her position as CIO in 1998, she served as Managing Director of Investment Policy Research, where she was responsible for asset allocation and for the endowment’s absolute return investments.


Ralph Goldsticker, Chief Investment Officer, Alan Biller and Associates

Mr. Goldsticker currently serves as the Chief Investment Officer at Alan D. Biller & Associates. Prior to this role, he was the Director of Portfolio Strategy. Before joining Alan D. Biller & Associates, Ralph worked as Managing Director, Senior Investment Strategist at BNY Mellon Investment Management. Earlier, he was with Mellon Capital, where he worked as Managing Director of Strategic Investments and Managing Director of Research. Before joining Mellon Capital, Ralph was Director of Research at Vestek Systems. Ralph holds an MBA in Finance from UC-Berkeley, a BS from Washington University in St. Louis, and the CFA charter.


Stacy Lewis Daher, Associate Vice President, Finance and Treasury, University of San Francisco

Ms. Daher currently serves as the Associate Vice President for Finance and Treasury at the University of San Francisco, where she manages the University’s treasury function, including the endowment portfolio and short-term operating funds, and serves as a fiduciary for the University’s defined benefit retirement plans. Ms. Daher has over 20 years of experience in the higher education and financial industries. Ms. Daher is a Certified Public Accountant who began her career in public accounting at PricewaterhouseCoopers, where she managed audit teams and programs for her clients in the higher education, health care, and technology industries.


Sandip Bhagat, Chief Investment Officer, Whittier Trust

Mr. Bhagat is in charge of policy, strategy and research for both alternative and traditional investment management for Whittier Trust. From 2009 to 2014, he headed global equity for Vanguard Group, overseeing active and passive equity. Prior to Vanguard, he worked as Managing Director for Morgan Stanley Investment Management. Mr. Bhagat began his 25-year career in financial services in 1987 with Travelers Investment Management, eventually becoming CIO then Managing Director of Citigroup Asset Management He received a BS in Chemical Engineering from the University of Bombay and MS in Chemical Engineering and his MBA from the University of Connecticut. He is a CFA charter-holder.



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Key Discussion Topics

NEXT BEST MOVE IN ALTERNATIVES
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.

HEDGE FUND INVESTMENT STRATEGIES
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.  

PRIVATE WEALTH & HEDGE FUNDS
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation. 

INSTITUTIONAL PORTFOLIO CONSTRUCTION
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.

MACROECONOMICS & GLOBAL TRENDS
Comparing and contrasting global macro conditions and investment performance. 

GROWING OPPORTUNITIES IN PRIVATE DEBT
Asset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.


REGISTRATION



INVESTORS: Complimentary Registration for all qualified investors

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers. 

PRICING

Asset Managers Varying 09/09/21
Service Providers Varying 09/09/21

VENUE


Computer History Museum
1401 N Shoreline Blvd
Mountain View, CA
94043
CLICK FOR DISCOUNTED HOTEL ROOMS

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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