ALTSMIA was developed as a local, investor centric and educationally-focused one day forum on behalf of CFA Society Miami, CFA Society South Florida, CAIA Association, Miami Finance Forum and Markets Group. The purpose of the meeting is to facilitate the dissemination of actionable investor content coupled with supporting the continued development of the alternative investment industry in Miami.
Geoff Krug CAIA, Investment Manager University of Minnesota Endowment
Kevin Schmid CFA, CAIA, Area Vice President Gallagher Fiduciary Advisors, LCC
Mary Cahill Chief Executive Officer & Chief Investment Officer Acansa Investment Management Group
Aaron Lally CFA, CAIA, Managing Principal Meketa Investment Group
Santiago Ulloa Founder & Managing Partner WE Family Offices
Anthony Waskiewicz CFA, President & CIO Investment Office Resources
Matthew Jansen Managing Director StepStone Group
Amy Lawrence Vice President, Private Client Advisor Bank of America Private Bank
Chris Grizzard CFA, CAIA, Director Bayshore Capital Advisors
Katherine Relle Vice President Accelmed
Katherine Rossi Partner, Client Relationship Manager Albourne America
Dave Earley Tax Partner Deloitte
Ted Dougherty Tax Partner Deloitte
Elliot Dornbusch Chief Executive Officer CV Advisors
Suzanne Hollander Esq. Director of Real Estate & Asset Management City of Miami
Michael Pompian Founder & Chief Investment Officer Sunpointe Investments
Laura Gaviria Halaby Director Operating Group Softbank
Alona Gornick Managing Director, Origination Churchill Asset Management
Dhvani Shah CFA, Chief Investment Officer Illinois Municipal Retirement Fund
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|