2019-06-11T00:00:00-0400

2019-06-11T00:00:00-0400

ALTSCHI Chicago | June 11, 2019 Request Agenda


Following in the footsteps of the highly successful ALTSLA conference, the West’s premier alternative investment conference moves east to one the nation’s most dynamic cities, Chicago! ALTSCHI will provide your company with an opportunity to market your brand and services to a highly engaged group of institutional investors, allocators, family offices and financial advisors who are evaluating and investing in alternative investments.

ALTSCHI is developed and led by the CFA Society Chicago, the CAIA Association and Markets Group. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, infrastructure and other sectors of the alternative investment market.

ALTSCHI has been developed for:

KEYNOTE SPEAKERS


John P. Calamos Sr, Founder, Chairman and Global Chief Investment Officer, Calamos Investments

Mr. Calamos, Sr. is Chairman and Global CIO of Calamos Investments, a firm he founded in 1977. With origins as an institutional convertible bond manager, the firm has grown into a global asset management firm. Mr. Calamos is often quoted as an authority on risk-managed investment strategies, markets and the economy. He received his B.A. in Economics and an M.B.A. in Finance from the Illinois Institute of Technology. He joined the United States Air Force after graduation and served as a combat pilot during the Vietnam War.


George Mussalli, CFA, Chief Investment Officer, Head of Research, Equity, Panagora Asset Management

Mr. Mussalli is responsible for oversight of the firm’s Dynamic, Stock Selector, and Diversified Arbitrage strategies, as well as the Equity team’s Data Infrastructure, Portfolio Construction, and Trading teams. He is also a member of the firm’s Investment, Operating, and Directors Committees. His work focuses on combining fundamental insights with sophisticated quantitative techniques to develop proprietary models designed to analyze companies across many dimensions. The research he has conducted also led to the founding of the firm’s Diversified Arbitrage hedge fund strategy in 2010.


Chris Walvoord, Head of Hedge Fund Research, Aon Hewitt

Mr. Walvoord leads Aon Hewitt’s Global Liquid Alternatives Team within Global Investment Management. He oversees research and investment activities across a variety of liquid alternative strategies. His group is responsible for researching, recommending and monitoring managers for both advisory and delegated client portfolios. Prior to joining AHIC in 2016, Chris was a portfolio manager and a member of the investment committee at William Blair. Chris was the lead PM for the custom hedge fund business at Blair which managed client specific portfolios for large institutional clients.


Aofinn Devitt, Chief Investment Officer, Policemen's Annuity and Benefit Fund of Chicago

Bio pending


Kurt Summers, Treasurer, the City of Chicago

Kurt Summers is Chicago’s 70th Treasurer, having taken office in December 2014. A native son of Chicago, Treasurer Summers manages the city’s $8 billion investment portfolio and is responsible for maintaining records and accounts of the city’s finances. He sits on four local pension boards with nearly $25 billion under management.


Adam Blitz, CFA, Chief Executive Officer, Chief Investment Officer, Evanston Capital Management

Mr. Blitz is the Chief Executive Officer, Chief Investment Officer, a Principal, a member of the Investment Committee of Evanston Capital Management, LLC, and a member of its Board of Managers. He has over fifteen years of institutional investment management experience with an emphasis in quantitative analysis, trading and risk management. Prior to helping establish Evanston Capital Management, Mr. Blitz worked in the Prime Brokerage area at Goldman, Sachs & Co., where he was responsible for developing, selling, and managing funding and financing products to offer to hedge funds. He also worked closely with the risk management group within Prime Brokerage, which is responsible for determining the appropriate amount of leverage to extend to hedge funds from both a regulatory and risk-based perspective. Before joining Goldman Sachs, Mr. Blitz was the Head Trader at AQR Capital Management, a multi-strategy quantitative investment manager. At AQR, Mr. Blitz was responsible for implementing all of AQR’s market-neutral strategies and traded a wide variety of financial instruments, including equities, bonds, currencies, futures, and swaps. Mr. Blitz also assisted in risk management and strategy research at AQR, including extensive modeling and analysis of strategy and fund-level volatilities and correlations. Mr. Blitz also was previously employed in the Asset Management Division at Goldman Sachs, where he was a member of the Quantitative Research group. Mr. Blitz received his B.S. in Economics from the University of Pennsylvania’s Wharton School. He serves as a member of the Board of Advisors of Northwestern University’s School of Education and Social Policy, is a CFA charterholder, and is a member of the CFA Institute and the CFA Society of Chicago.


CO-HOSTS

LEAD SPONSORS

GOLD SPONSORS

SILVER SPONSORS

SPONSORS

MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Key Discussion Topics

  • 2018 Macro Outlook and Fixed Income Opportunities 
  • Growing Opportunities in Debt
  • Evaluating Alternative Beta Strategies
  • De-Risking Now: Liability-Driven Investing (LDI) or Pension Risk Transfer
  • Asset Allocation and Risk Budgeting
  • Seeking Alpha Requires Left and Right Brains
  • Emerging Markets Equities: Balancing the Risk/Reward Tradeoff
  • ESG Now and Then: Recent Trends in ESG Implementation
  • Trends in Private Equity and Real Estate: Selectively Deploying Capital
  • Conversation with the Region's Leading Chief Investment Officers

PRICING

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.

VENUE


Fairmont Chicago, Millennium Park
200 North Columbus Drive
Chicago, IL
60601
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF ALTS

Paul Hamann

Head of Alternatives and Strategic Partnerships

+1 347-308-7792

Paul.Hamann@marketsgroup.org

PROGRAM MANAGER/INVESTOR RELATIONS

Olga Gorlatova

Program Manager / Investor Relations

+1 646-216-8254

Olga.Gorlatova@marketsgroup.org