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CAIA Chicago Are Liquid Alternatives Working?
Date(s):
May 12, 2016
Note: All times listed are in local time
Venue:Morton's the Steakhouse
65 E. Wacker Place
Chicago, IL 00000
Fee(s):Free Event
Description:Are Liquid Alternatives Working? Please CAIA Chicago and Invesco for a discussion on alternative investments. Our panelists will discuss key themes in alternative investing with an emphasis on helping financial advisors navigate the alternative investment landscape and discuss effective strategies to help investors manage volatility.  Walter Davis Alternatives Investment Strategist, Invesco
Agenda 3:00 PM Arrivals & registration
3:15 PM Panel discussions
5:15 PM Networking reception Hosted by:
- John Radzinski, CFA, CAIA, Regional Director, Invesco RIA Channel
- Jay Nolan, CAIA, Portfolio Specialist, RiverNorth
- Bret Solnoki, CIMA, Regional Director, RIA’s, BMO Global Asset Management
Asset manager panel: - Donna Wilson, Director of Portfolio Management, Invesco Quantitative Strategies
- Kristina Kalebich, CFA, Senior Alternatives Specialist & Portfolio Manager, BMO Asset Management
- Steve O’Neill, CFA, Portfolio Manager, RiverNorth
- Phil Kosmala, CFA, Managing Director, Taiber Kosmala & Associates
- Paul Courtney, CFA, CAIA, Manager of Research, Altair Advisors
- Andrew Baker, CFA, Vice President & Portfolio Manager, RMB Capital Management
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Speaker information is not available at this time.
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