ALTSSEA 2019 | Markets Group | 17 September 2019 | Columbia Tower Club, 701 5th Ave 75th Floor, Seattle, WA 98104, USA

ALTSSEA is developed and led by CFA Society Seattle, CAIA Association, and the SAIA Association. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market.

ALTSSEA has been developed for:
• Institutional investors
• Financial advisors
• Family offices
• Asset managers
• Investment consultants
• Plan trustees
• Portfolio managers
• Research analysts

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.

2019 Speakers

KEYNOTE SPEAKERS:

Tim Draper
Founder & Managing Partner, Draper Associates

Martin Selig
Owner, Martin Selig Real Estate

David Scandiffio
President & Chief Executive Officer, CIBC Asset Management

Dr. Lucas Joppa
Chief Environmental Officer, Microsoft

Peter Gunning
Global Chief Investment Officer & Chief Executive, Asia-Pacific, Russell Investments

Mary Pugh
Founder, Chief Executive Officer, Chief Investment Officer, Pugh Capital Management

Tom Alberg
Co-Founder, Managing Director, Madrona Venture Group

Heather Redman
Co-Founder, Managing Partner, Flying Fish Partners

J. Cooper Abbott
Chairman, President, Carillon Tower Advisers

Nancy Zevenbergen
Founder, President, Chief Investment Officer, Zevenbergen Capital investments

Olivia Albrecht
Global Head of ESG Business Strategy, PIMCO

Patrick Callahan
Founder, Chief Executive Officer, Urban Renaissance Group

Ian Toner
Chief Investment Officer, Verus

Bonnie Wongtrakool, J.D.
Global Head of ESG Investments, Western Asset Management

Kenneth Heinz
President, Hedge Fund Research, Inc.

Max Darnell
Managing Partner, Chief Investment Officer, First Quadrant

Jason Malinowski
Chief Investment Officer, Seattle City Employees’ Retirement System

SPEAKERS:

Elmer Huh
Chief Investment Officer, M.J. Murdock Charitable Trust

Panayiotis Lambropoulos
Portfolio Manager, Employees Retirement System of Texas

Teresa Wells
Managing Director, Investment Strategy, Tiedemann Advisors

Bob Radliffe
President, Silver Creek Capital Management

Kirstin Sandaas
Chief Financial Officer, Seattle Foundation

James Burritt
Managing Director and Head of Alternative Investments, Pacific Life

Andrew Dumont
Founder, Curious Capital

Howard Coleman
Chief Investment Officer, General Counsel, Coldstream Capital Management

Ned Carner
Chief Investment Officer, Unico Properties

Morgan Paxhia
Co-Founder, Managing Partner, Poseidon Asset Management

Abi Abdulali
President, Chief Science Officer, MOV 37/Protégé Partners

Scott Greiper
Founder, President, Viridian Capital Advisors

Michael Gruber
Co-Founder, Managing Partner, Salveo Capital

Paul Greenwood
Managing Director, Chief Executive Officer, Chief Investment Officer, Pacific Current Group

Ken Bugayong
Treasury Capital Markets, Expedia Group

Byron Dailey
Private Investment Funds Chair, Lane Powell

Keith Black, Ph.D., CAIA, CFA,
Managing Director, Curriculum and Exams, CAIA Association

2019 Sponsors and Partners

CO-HOSTS:
• CFA Society Seattle
• CAIA Association
• Seattle Alternative Investment Association

LEAD AI SPONSOR:
• Noonum

LEAD & EXCLUSIVE ADVISORY, TAX AND AUDIT FIRM:
• EY

GOLD SPONSORS:
• Broadstone
• Pithia
• Pacific Current Group
• Lane Powell
• The Options Industry Council
• ICAP Equity

SILVER SPONSORS:
• Apex
• Cboe
• Cognios Funds
• Fox Rothschild
• Millennium
• Orinda Asset Management
• NESFinancial
• USBank

BUSINESS SPONSOR:
• Bitwise

MEDIA & INSTITUTIONAL PARTNERS:
• Family Office Networks
• Savvy Investor