Simon Whitten, Portfolio Manager, with attendee at the Post-Forum Cocktail Reception.

press to zoom

CEO Kevin Shea presenting the Opening Remarks at the Forum.

press to zoom

Yaacov Kopeliovich, Ph.D., Director of Research at RiXtrema, presenting on Tail Risk Protection & Regime Based Tactical Asset Allocation.

press to zoom

Simon Whitten, Portfolio Manager, with attendee at the Post-Forum Cocktail Reception.

press to zoom

At our inaugural Innovative Alpha Forum, Institutional Investor top ranked Strategists, Academics, and practitioners, will gather to discuss the most important issues facing our industry. 

 

The financial crisis and subsequent recovery has highlighted the existence of Regimes in both the “real economy” and the financial markets.  Investors have expressed that they are less than satisfied with investment managers who simply ignore these Regimes. 

 

Options include building strategies to anticipate these Regimes or to hedge these Regimes.  The case for both of these two options will be made in the context of Long Short, Tactical Asset Allocation and Stable Growth strategies, with a particular focus on a rising interest rate environment.