Event Profile

CAIA Pennsylvania - (Two and) Twenty Questions: The Future and Evolution of Hedge Funds

Date(s):
November 19, 2026
Note:
All times listed are in local time
Venue:
Hotel West and Main Conshohocken
46 Fayette Street
Conshohocken, PA 19428 
Fee(s):
This event has a fee
Description:

 

The hedge fund industry is evolving rapidly. Multi-strategy platforms have grown in scale and influence, while many hedge fund strategies are now available through more accessible investment vehicles. At the same time, allocators are redefining the role of hedge funds in portfolios, seeking diversification, alternative income sources, and returns less tied to market direction.

Join CAIA Pennslyvania for a timely discussion on what's driving these changes and what the future holds for hedge funds and investors alike.

Date & Time
Thursday, November 19th
5:00 PM - 7:30 PM

Location:
Hotel West and Main Conshohocken
46 Fayette Street, Conshohocken PA 19428

Pricing:
CAIA Members - free
Non-Members & Guests - $25


 

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Hotel West and Main Conshohocken
Andrew Beer
Job Title: Managing Member
Organization: DBI
Speaker Type: Panelist


Andrew Beer is the co-Founder of DBi, a pioneer in the replication of hedge fund returns. DBi today manages $2.5 billion in ETFs, mutual funds and UCITS vehicles. Prior to founding DBi, Andrew was a co-Founder of Pinnacle Asset Management, a leading multi-manager commodity hedge fund, and Apex Capital, a relative value hedge fund. He began his hedge fund career as an early portfolio manager for Seth Klarman at the Baupost Group. Andrew received is MBA as Baker Scholar from Harvard Business School and his AB, magna cum laude, from Harvard College.


Rob Mileff
Job Title: Managing Director
Organization: Pitcairn
Speaker Type: Panelist


Rob Mileff serves as Managing Director at Pitcairn, overseeing the alternative investment platform in support of the continued strength of their clients’ long-term investment performance. Rob’s 20+ year career has left him with extensive experience in institutional investing, ultra-high net worth wealth management, and investment technology. Rob had multiple alternative investment leadership roles at Fortigent, EnTrust Global, and Monroe Vos. Additionally, Rob spearheaded consulting efforts for notable investment technology firms, including SS&C, Backstop Solutions, and CENTRL. A graduate of the University of Oklahoma, Rob earned a BS in Finance. He is a CAIA charterholder and an active member of the Chartered Alternative Investment Analyst Association.


Kara O'Halloran
Job Title: Principal
Organization: Blackstone
Speaker Type: Panelist


Kara O’Halloran is a Principal in Blackstone Multi-Asset Investing (BXMA).
Before joining Blackstone, Ms. O’Halloran was an Executive Director at Morgan Stanley Investment Management. Prior to Morgan Stanley, Ms. O’Halloran was a Director of Investment Research at FS Investments.
Ms. O’Halloran received a B.A. in Finance and a B.S. in Accountancy from Villanova University. She is a CFA Charterholder.


Matt Trimble
Job Title: Director
Organization: Artisan Partners LP
Speaker Type: Moderator


Matt Trimble, CAIA, is a director on the Intermediary Services team at Artisan Partners with responsibility for third-party relationships with institutions and financial professionals within the Mid-Atlantic region of the US. Prior to joining the firm in 2024, Mr. Trimble was a senior vice president at Aristotle covering the RIA, Private Bank, and Family Offices channel.  He has held several business development and client portfolio manager roles at Pacific Funds, OppenheimerFunds, and Hartford Funds. Mr. Trimble holds a bachelor’s degree in marketing with a minor in Spanish from Susquehanna University. He is a CAIA charter holder, President of CAIA Pennsylvania, and an active member of the CFA Society of Philadelphia and AIMSE.