Event Profile

CAIA Miami Educational Event Hedge Fund Portfolio Construction

June 1, 2017
All times listed are in local time
1450 Brickell
1450 Brickell Ave
Miami, FL 33131 
Free Event
CAIA Miami Educational Event June 1
Hedge Fund Portfolio Construction

In the current market environment, there are a number of factors to consider when allocating to hedge funds and incorporating these strategies into a diversified portfolio.

Please join CAIA Miami for an educational presentation on Hedge Fund Portfolio Construction as well as cocktails and the opportunity to network with other Members and guests of the CAIA Miami chapter who are focused on alternative investments.

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1450 Brickell
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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.