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ALTSNY

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ALTSNY is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today.

ALTSNY is developed and led by the CAIA Association, CFA Society New York, and Markets Group, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSNY 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, private markets, real assets, private equity, hedge funds, alternative beta strategies, and more.

CPE Credits - National Association of State Boards of Accountancy

OUR SPEAKERS

Speakers

Ram Lee

Ram Lee

Seven Bridges

Ram Lee joined Seven Bridges in 2013 to help lead the firm and investment team.  Prior to Seven Bridges, he served as Managing Director at the Howard Hughes Medical Institute endowment. In his role at HHMI, Ram invested its $15+ billion endowment across all asset categories: equities, credit, hedge fund strategies, real estate and private equity funds, including an extensive co-investment program.  In addition to sourcing and vetting managers, Ram was the Portfolio Manager for internal macro tail risk strategies and an internal long-only equity strategy. He initiated, traded, and managed positions in equities, currencies, credit default swaps and other credit-related securities. Ram also served as the macro strategist for the HHMI Investment Committee.

Previously, Ram was Director of Investments at the University of Pennsylvania Investment Office. In 2004, he was tapped to join the UPenn CIO to manage the HHMI endowment. Prior to business school, Ram worked for non-profits and NGOs with field work in Cambodia, Vietnam, the Philippines, and Peru.

Ram Lee earned a B.A. in the Honors Program at Swarthmore College and an M.B.A. in Finance from Yale University.  He served on the Investment Committee for the NFL Players Association from 2012 to 2024.

Hosted at

Convene Brookfield Place, 225 Liberty

225 Liberty
New York, NY
USA, 10281
(888) 730-7307

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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. Email ir@marketsgroup.org for more information on obtaining a complimentary ticket.

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

Tickets

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Event Registration
$2,500.00
Unlimited

Please ensure to select the number of tickets you'd like to register for before proceeding

Media Partnerships

+1 212-600-8631
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Allocator Attendance

+1 347-778-2568
IR@marketsgroup.org

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+1 212-804-6220
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Behind the Event

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