Event Speakers

CAIA Miami Educational Event Hedge Fund Portfolio Construction

  • Date: June 1, 2017
  • Location: 1450 Brickell

Speakers

George Kushner


George Kushner, Director, is a member of BlackRock Alternative Advisors (BAA), the firm's Hedge Fund Solutions team. He is responsible for product strategy, marketing and client service for BAA's multi-manager alternative investment portfolios. Mr. Kushner's service with the firm began in 2015. From 2006 to 2015, Mr. Kushner worked in alternative investments as a product specialist and in business development with Willis Investment Counsel, Man, Permal and Merrill Lynch's Hedge Fund Development & Management Group. From 1994 to 2006, Mr. Kushner was in Institutional Fixed Income sales with NationsBanc Capital Markets (Bank of America), SunTrust Capital Markets, Greenwich Capital Markets and Merrill Lynch, where he advised clients on a range of fixed income investment management strategies. Mr. Kushner earned a BA in history from Georgia State, and earned his MBA from Emory University.


Ben Rotenberg


Ben Rotenberg, CFA, CAIA - Portfolio Manager Ben is a Portfolio Manager for Principal Portfolio Strategies, a specialized boutique that engages in the creation of asset allocation solutions. In this role, he is responsible for conducting research, assessing risk, and making relative value recommendations relating to specific aspects of the Dynamic Outcome strategies. Ben is a member of the Investment Oversight and Risk Committee and has over 20 years of industry experience. Before joining Principal®, he was a Managing Director with Cliffwater LLC, an independent investment consulting firm specializing in alternative asset classes and strategies. There, he was a member of the firm’s Investment Oversight and Risk Committee responsible for investment manager due diligence and assisting clients with asset allocation, manager selection, and portfolio construction. Prior to Cliffwater, Ben was Director of Research with National Fiduciary Advisors, an investment consulting firm in Los Angeles, where he was responsible for conducting investment manager due diligence across multiple asset classes. Ben began his investment career at Wilshire Associates, providing services to investment consultants in their Cooperative Universe Service division. Ben has earned the right to use the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations and is a member of the Los Angeles Society of Financial Analysts.