Event Profile

CAIA Los Angeles Hedge Fund Symposium

Date(s):
May 23, 2018
Note:
All times listed are in local time
Venue:
Intercontinental Hotel Los Angeles Century City
2151 Avenue of the Stars
Los Angeles, CA 90067 
Fee(s):
This event has a fee
Description:
 
Join us for panel discussions on the outlook of the hedge fund industry and an update on the investment landscape. You'll hear a breadth of views from a panel of allocators and a panel of managers. We'll discuss the environment for hedge funds as a whole, which strategies are working and which ones seem to be challenged, whether regulatory changes are having an impact, and where hedge funds fit in a portfolio.
 
This is an Alternative Investments Group Event, sponsored by CFA LA and CAIA. Don’t miss our future events: Liquid Alts Symposium, Private Equity Symposium, Venture Capital / Fintech Symposium.
 
 
Panel 1: Allocators
Moderator: Michael Nicks, Director of Investments at Pepperdine University
Panelist 1: Katharine "KC" Krieger, Chief Investment Officer of The Broad Foundations
Panelist 2: Lara Magnusen, CAIA, Executive Director and Senior Investor in J.P. Morgan’s Private Bank
Panelist 3: Robert Motoshige, Director and Sector Specialist for the Fixed Income Relative Value strategy at PAAMCO
 
Panel 2: Managers
Moderator: Justin Barton, CFA, Investment Director at UCLA Investment Company
Panelist 1: Natalie Smith, President and Chief Operating Officer of Arts & Sciences Investment Management
Panelist 2: Seth Wunder, CFA, Founder and Portfolio Manager at black-and-white Capital LP
Panelist 3: 
 
Registration Fees:
Members- $20
Non-Member Students- $30 
Non-Members- $50 
 
For more information please visit CFA LA's website.

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Intercontinental Hotel Los Angeles Century City
Katharine Krieger
Job Title: Chief Investment Officer
Organization: The Broad Foundations


Working closely with founder Eli Broad and the foundations’ investment committee, she manages $2.5 billion in assets for The Eli and Edythe Broad Foundation and The Broad Art Foundation—as well as overseeing the Broad family’s personal investments. In this role, K.C. leads asset allocation, manager due diligence and investment selection across asset classes. Before joining Broad, K.C. was a senior consulting associate with Cambridge Associates, an investment advisor to non-profit institutions and high-net-worth families. K.C. is a CFA® charterholder and graduated with a B.A. in Economics magna cum laude from Colby College, where she was elected to Phi Beta Kappa, was a George F. Baker Scholar and received the Christian A. Johnson Award in Economics. K.C. and her husband live in Los Angeles with their three children.


Lara Magnusen
Organization: JPMorgan Chase & Co.


Lara is responsible for advising, crafting, and implementing investment strategy for high net worth families, individuals, foundations, and privately held businesses. Lara previously served as a portfolio manager for several alternative investment mutual funds at Altegris Advisors where she was also the firm’s Head of Investment Strategy. Lara has eighteen years of investment experience, including her tenure as a junior portfolio manager for an LA-based credit hedge fund as well as her time as an analyst at Goldman Sachs & Co. Lara has been frequently quoted in several publications including the Wall Street Journal, Bloomberg, MarketWatch, Investment News, and CNBC.


Robert Motoshige
Job Title: Director and Sector Specialist for the Fixed Income Relative Value
Organization: PAAMCO


Robert is responsible for manager selection and portfolio construction within fixed income relative value, macro, and mortgage strategies. He is responsible for the creation of certain structured products at the firm. In addition, he also serves as the main point of contact for certain institutional investor relationships in Asia. Prior to joining PAAMCO, Robert ran his own consulting firm, helping investment banks and hedge funds with research and due diligence. Prior to that, Robert traded Japanese Government Bonds at Morgan Stanley, and covered hedge


Natalie Smith
Job Title: President and Chief Operating Officer
Organization: Arts & Sciences Investment Management


Arts & Sciences employs a long short, fundamental investment approach, thematically investing across the capital structure with a deep cognizance for the macro path and narrative. Prior to Arts & Sciences, Ms. Smith was the Head of Business Development at Commonwealth Opportunity Capital – a $2.3bn discretionary global macro hedge fund with offices in Los Angeles, Greenwich, CT and London, UK. At Commonwealth, Ms. Smith oversaw the firms Business Development, Marketing and Investor Relations functions. Prior to Commonwealth, Ms. Smith worked in the Capital Introductions team within Morgan Stanley Prime Brokerage where she was responsible for the Continental European investor base and hedge fund relationship management within the prime brokerage division. Ms. Smith received a MA in Land Economy & Economics from St Catharine's College, Cambridge University.


Eli Sokolov
Job Title: Managing Director
Organization: Cliffwater, LLC


Eli Sokolov is Managing Director at Cliffwater, LLC, and a member of the hedge fund research team. Prior to joining Cliffwater in 2007, Eli was a Senior Associate at MSCI Barra, where he conducted research in the areas of trading cost, securities analyst skill, real estate risk, firm valuation, and alpha forecasts. Eli earned a BA in Astrophysics and Economics with distinction from the University of California, Berkeley and an MBA with highest honors from The Anderson School at the University of California, Los Angeles. Eli holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Los Angeles.


Seth Wunder
Job Title: Founder
Organization: black-and-white Capital LP


Before black-and-white Capital, Seth was a founding partner and portfolio manager at Contour Asset Management LLC, which managed the Manticore Fund. During the almost seven years of operating Contour, assets grew from roughly $500mn in AUM to over $1.5Bn in assets, in part due to returns. Contour was started in 2009 in partnership with both David Meyer and Brummer & Partners. Before the creation of Contour, Seth was part of the investment team within Brummer & Partners. Prior to joining Brummer & Partners, Mr. Wunder was one of the founding members of Tracer Capital Management LLC (“Tracer”), a hedge fund dedicated to investing in global equities within the TMT sector. Mr. Wunder’s main responsibilities included overseeing all investments within various sub-sectors of TMT including software, IT services, enterprise hardware and for-profit education. Prior to Tracer, Mr. Wunder spent several years as an analyst at both Oppenheimer Funds and Morgan Stanley Investment Management group, covering the broader enterprise technology landscape and some aspects of financial services. Mr. Wunder holds a B.S. in Applied Economics and Business Management from Cornell University.