ALTSMIA is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.
ALTSMIA is developed and led by the CAIA Association and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSMIA is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more.
Eric Cooperström Managing Director, Impact Investing and Natural Climate Solutions Manulife Investment Management
Chris Grizzard CFA, CAIA, Director Bayshore Capital Advisors
Tom Balcom Founder 1650 Wealth Management
Rosemary Sagar, CFA Chief Investment Officer Sagar Family Office
Scott Gerdes, CFA, CAIA Vice President, Private Investments Builders Asset Management
Kevin Schmid CFA, CAIA, Area Vice President Gallagher Fiduciary Advisors, LCC
Anant Kumar Managing Director Benefit Street Partners
Dhvani Shah, CFA Chief Investment Officer and Group VP JM Family Enterprises
Scott Nance, CAIA Vice President, Impact Investing Fidelity Charitable®
Jeff T. Zipper, CFA Senior Vice President, Senior Portfolio Manager, Managing Director U.S. Bank Private Wealth Management
Christopher T. Battifarano, CFA, CAIA Executive Vice President, Chief Investment Officer FineMark National Bank & Trust
Shundrawn A. Thomas Founder & Managing Partner The Copia Group, LLC
Terrance Davis, CAIA Senior Portfolio Manager State Board of Administration of Florida
Kenny Pitman Director, Alternative Investments Mercer
Sylvia Benito, CFA Chief Investment Officer ASK Family Office
Howard Cooper Founder Cooper Family Office
Jim Ulseth, CFA, CAIA Senior Partner, Chief Investment Officer Fire Capital Management
Matthew Jansen Managing Director StepStone Group
Matt Farrell, CAIA Senior Investment Officer WE Family Offices
Noah Rubin Managing Director – Investments Rubin Wealth Management Group / Wells Fargo
Francois Otieno Director of Fixed Income Segal Marco Advisors
Nate Maier, CAIA Investment Officer—Private Markets State of Wisconsin Investment Board
Rhys Williams Director, Senior Wealth Advisor Dakota Wealth Management
Chip Stevens Senior Managing Director, Global Head of Structured Private Credit, Alternatives, Macro and Derivatives Aflac Global Investments
Please note only corporate email addresses will be accepted only.
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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.|