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.
Dhvani Shah CFA, Chief Investment Officer Illinois Municipal Retirement Fund
Aaron Lally Principal Meketa Investment Group
Santiago Ulloa Founder & Managing Partner WE Family Offices
Chris Grizzard CFA, CAIA, Director Bayshore Capital Advisors
Ted Dougherty Tax Partner Deloitte
Mary Cahill Chief Executive Officer & Chief Investment Officer Acansa Investment Management Group
Ken Kencel President & Chief Executive Officer Churchill Asset Management
Geoff Krug CAIA, Investment Manager University of Minnesota Endowment
Katherine Rossi Partner, Client Relationship Manager Albourne America
Anthony Waskiewicz CFA, President & CIO Investment Office Resources
Aaron Lally CFA, CAIA, Managing Principal Meketa Investment Group
Katherine Relle Vice President Accelmed
Dave Earley Tax Partner Deloitte
Kevin Schmid CFA, CAIA, Area Vice President Gallagher Fiduciary Advisors, LCC
Amy Lawrence Vice President, Private Client Advisor Bank of America Private Bank
Matthew Jansen Managing Director StepStone Group
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.|