Event Profile

CAIA Atlanta and Preqin Summer Educational Breakfast: Alternatives in 2019

Date(s):
June 27, 2019
Note:
All times listed are in local time
Venue:
103 West
103 West Paces Ferry Road NW
Atlanta, GA 30305 
Fee(s):
Free Event
Description:
 
CAIA Atlanta and Preqin Summer Educational Breakfast: Alternatives in 2019 

Join CAIA and Preqin for breakfast, networking and an expert panel exploring current conditions in the alternatives market. Hear about fundraising trends from Preqin and find out how institutional investors plan to allocate their capital going forward.

This event is complimentary, with coffee, tea and a buffet style breakfast provided. As there is limited capacity, please register as early as possible to reserve your place.

Agenda
8:00am
- Registration and breakfast
8:40am - Welcome remarks
8.50am - Keynote Presentation: Alternatives in 2019
9:10am - Panel discussion
9:40am - Q&A
10:00am - Session concludes
 
Speakers
Joseph Borda, Manager of Investor Data, Americas, Preqin
Greg Silberman, CFA, CAIA, CA, CIO, ACG Wealth, Inc
Clay Bradley, Vice President, Eno Farms, Inc 
Billy Huger
, Managing Director, Monarch Private Capital Advisors and Principal, Voyager Management, LLC

Moderato
Lu Chang, CFA, FRM, CAIA, COO/CRO, Angel Oak Capital Advisors, LLC

Time and Date
Thursday, June 27th 2019
8:00 AM - 10:30 AM

Location
103 West
103 West Paces Ferry Road
Atlanta, Georgia 30305

Find it on Map

103 West
Documents to share:
Joseph Borda
Organization: Preqin Ltd.


Joseph Borda is the Manager of Investor Data at Preqin, the alternatives assets industry’s leading source of data, insights and solutions for professionals around the globe. Joseph is responsible for the Americas Investor dataset, including implementation and future advancements of Preqin’s product offerings. He is a CAIA Charterholder.


Clay Bradley


Clay Bradley has been managing assets for over 35 years. Mr. Bradley served both retail and institutional clients for Merrill Lynch, Bear Stearns, and Oppenheimer. In the mid-1990s, he founded and co-managed an Atlanta-based hedge fund. Since his family office’s inception in 1986, he has been a board member and investment officer. His main duties include asset allocation, manager search and due diligence, and interfacing with the legal and accounting professionals the family outsources. Mr. Bradley has founded family office groups around the country for the purpose of information sharing. He is a frequent speaker at industry conferences concerning family office management. He and his wife and three children live in Atlanta.


Lu Chang
Organization: Angel Oak Capital Advisors, LLC


Lu is the Chief Risk and Operations Officer at Angel Oak Capital where she oversees all risk management and operation efforts for the firm. She chairs the firm’s Risk Management Committee and Valuation Committee, as well as serves as the secretary of the Investment Committee and the secretary of the Angel Oak Funds Trust. Lu has over 15 years of experience with both buy-side and sell-side firms. Prior to joining Angel Oak, she was a Finance Manager at Wells Fargo focusing on corporate-wide liquidity risk. Previously, she served as a Senior Research Analyst at Evergreen Investments, covering fund of hedge funds, managed futures, real estate, and commodity funds for a $5 billion alternative investment portfolio. Before Evergreen, Lu was a Vice President at Wachovia Securities, where she published white papers to provide Financial Advisors with investment recommendations on alternative investments. At Wachovia, she also worked as a Senior Credit Risk officer supporting the fixed income trading desk. Lu holds a B.A. degree in Finance from Wuhan University and an M.B.A from the College of William and Mary, where she graduated with distinction, beta gamma sigma. She holds the Chartered Financial Analyst (CFA®), the Financial Risk Manager (FRM), and the Chartered Alternative Investment Analyst (CAIA) designation.


Billy Huger
Organization: Monarch Private Capital


For over 30 years Billy Huger has been instrumental building and managing asset management firms that structure, manage and market alternative investment strategies suitable for institutions, family offices and private clients globally. He has had extensive experience on Investment and Executive Committees establishing business and investment practices needed to successfully offer marketable and private alternative investments in commingled funds and separately managed accounts. Most recently Huger was a Partner with the Los Angeles, California based alternative investment firm Voyager Management LLC where he helped manage distribution, direct LP, seed, acceleration and growth capital investments in alternative investment firms. He joined Voyager after selling them Global Strategies Investment Management LLC which was an integrated suite of companies that managed and distributed alternative investment funds and solutions. Prior to Global Strategies he was a Managing Partner with the New York City based alternative investment manager K2 Advisors, LLC, a Partner with J.O. Patterson & Co. and a Vice President with The Robinson-Humphrey Company and L.F. Rothschild Inc. Huger has an MBA in finance from Vanderbilt’s Owen Graduate School of Management where he is on the Board and a Bachelors Degree from The University of Georgia.


Gregory Silberman
Organization: ACG Wealth


Greg Silberman is Chief Investment Officer of ACG Wealth. He brings more than 16 years of market experience in Europe, Asia and North America to ACG. Greg is responsible for managing the firm’s global investment portfolio, as well as supervising the implementation of the company’s asset management strategies. Prior to joining ACG, Greg served as Director of Alternative Investments at Wilmington Trust, where he was responsible for managing more than $2 Billion in private equity, hedge fund and real assets and was instrumental in the launch of a successful alternative mutual fund. He was also involved in the management of more than $80 billion as a member of the research team. He has worked as a portfolio manager, analyst and product developer for Perpetual Investments in Sydney, Australia and JP Morgan Chase in London, England with a focus on structured derivative products. A South African qualified Chartered Accountant, Greg is also a Chartered Financial Analyst (CFA®) charterholder and a Chartered Alternative Investment Analyst (CAIA). Greg serves on the Jewish Federation of Greater Atlanta’s investment committee. He is a part-time lecturer of the CFA® review course for the Atlanta CFA® Society.