Multi-Asset Investing 2019 - New York | Crain Communications Inc. | 14 November 2019 | Princeton Club of New York, 15 W 43rd St, New York, NY 10036, USA

Multi-asset strategies are often considered the Grand Slam of institutional investing given the breadth and depth of a space that, when skillfully managed, provides the potential for upside plus the protection against downside across a wide variety of market conditions. However, considering the diversity and heterogeneity of the sector, even a seemingly well-balanced allocation to many asset classes can eventually translate into a portfolio with a very concentrated set of underlying risk exposures.

In order to be more resilient to tough financial climates in the future, characterized by consistently high volatility and risk premia, a successful multi-asset investing strategy must identify and evaluate competing priorities which will need to be effectively measured and managed. But where do multi-asset strategies ideally fit into an institutional portfolio and how are investors positioning their plans to negotiate what markets have to offer? Most importantly, will a larger number of active managers stand out who possess greater skill and experience, or will they merely serve to create additional complexity and expense? In order to aide asset owners as they navigate the landscape, actionable insights will be provided regarding the following:

• Dynamic portfolio risk management,
• Diversification and exploring the toolkit of asset classes,
• Factors, styles and managers,
• Alternative risk premia solutions: beyond stocks and bonds,
• Managing alpha vs managing beta,
• And much more!

This conference will provide a platform for discussion and debate regarding why asset owners should consider a multi-asset approach, the various drivers behind them and how to utilize this strategy to maximize overall performance.

2019 Speakers

Marc Reinganum
Professor of Finance NYU, Investment Committee Emerson College, Independent Consultant

Shaniel Ramjee
Senior Investment Manager, Multi Asset London, Pictet

Robert Schott
Former VP & Senior Portfolio Manager Tactical Asset Allocation, General Electric

Lowell Yura CFA, ASA
Head of Multi-asset Solutions, North America, T. Rowe Price

Stefan Hubrich Ph.D, CFA
Director of Multi-Asset Research, T. Rowe Price

Erik Knutzen
CIO Multi-Asset Class, Neuberger Berman

James Nield
Chief Risk Officer, Teacher Retirement System of Texas

Michael D. Cairns CEBS
NEPC, Partner

Karen Chandor
Senior Consultant/Principal, Mercer

Blair Smith
Chief Investment Officer, Upper Manhattan Empowerment Zone Development Corporation

Joy Xu
Vice President, Verizon Investment Management Corp.

Karyn Williams
Founder, Hightree Advisors, LLC

Ray Carroll
CIO Breton Hill, Neuberger Berman

Adam Duncan
Head of Investment Science Unit, Cambridge Associates Llc

2019 Sponsors

• Neuberger Berman
• Pictet Asset Management
• T.Rowe Price
• Risk First