More and a broader range of institutional investors are becoming interested in systematic investing and the role these strategies can play in their portfolios. But the rise in demand is itself changing the landscape and the opportunity set rapidly as more managers enter the space, as these principles and strategies are applied to asset classes outside of equities, and as the concept itself – some argue – begins to become commoditized. This Symposium will assess the ways that pension funds, endowments, and foundations are increasingly employing systematic investment strategies to meet their investment objectives.
Marcus Frampton
Director of Investments
Alaska Permanent Fund Corporation
Jonathan Lavy
Director of Investments
American Red Cross
Mark Steed
Deputy CIO/Chief of Staff
Arizona Public Safety Retirement Systems
Panayiotis (Panos) Lambropoulos, CFA, CAIA, FRM
Portfolio Manager, Hedge Funds
Employees’ Retirement System of Texas
Howard Hodel
Investment Officer – Risk Management
Hawaii Employees' Retirement System
Ryan McNally
Director – Investments
Indiana University Health, Inc.
Keith Robinette
Investment Professional
Nationwide Insurance
Eric Nierenberg
Chief Strategy Officer
Massachusetts Pension Reserves Investment Management Board
Steven Asprey
Principal, Quantitative Investments
OMERS
Angelique Sellers
Senior Director, Portfolio Management
Pennsylvania State University
Vanita Gaonkar
Investment Officer
Robert Wood Johnson Foundation
Derek Drummond
Managing Analyst
State of Wisconsin Investment Board
Michael Nichols
Senior Investment Officer
Texas Tech University System
Joshua Shapiro
Managing Director, Investment Strategy and Risk
UNC Management Company, Inc.
Thiago Defreitas
Portfolio Manager, Liquid Alternative Investments
UPS
Jon Spinney
Acting CIO
Vestcor Investment Management Company
Ryan Abrams
Portfolio Manager
Wisconsin Alumni Research Foundation
Mohamed Farid
Principal Portfolio Manager
World Bank
- What Do Systematic Strategies Bring to a Portfolio? What Is Their Role?
- Differentiating Between Systematic Strategies to Achieve the Specific Investment Objectives of Your Institution
- What Is the Dividing Line Between Quant Strategies and Alternative Beta/Factor-Based Investing?
- What Are the Global Macro Drivers Which Will Have the Greatest Impact on Your Portfolio in 2018?
- Assessing and Managing Business Risks and Counter-Party Risks (eg, IT Risk, Operational Risk, etc)
- Educating the Investment Committee/Board on Systematic Strategies
QUESTIONS?
For more information, please contact:
Katarina Storfer
Executive Director
+1 (212) 224 3073
kstorfer@institutionalinvestor.com
Randy Klein
Executive Director, Business Development
+1 (212) 224 3629
randy.klein@institutionalinvestor.com