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CAIA Carolinas with CFA Society North Carolina present: A New Way of Optimizing Your Portfolio
Date(s):
April 24, 2024
Note: All times listed are in local time
Venue:Dimensional Fund Advisors
1515 S. Tryon Street
Charlotte, NC 28203
Fee(s):Free Event
Description:
Please join us on April 24th at Dimensional Fund Advisors for an exciting event:
A New Way of Optimizing Your Portfolio. Event details are below.
Please join our panel discussion on April 24th, with three thought leaders in the investment industry who will answer many pertinent investment questions, such as: How do sophisticated institutional investors approach building global portfolios from scratch? How do they perform manager selection and portfolio construction? Which strategies have the highest potential for delivering strong returns post-COVID? What are the biggest current threats to investors, and how can they be mitigated?
We are confident that the fresh ideas presented at our event will help you optimize your portfolios. Please note that the first 30 people to arrive will receive a copy of Dr. Molyboga’s book: Your Essential Guide to Hedge Fund Investing. We hope to see you there!
Agenda:
5:00 – 5:55pm Welcome Reception
5:55 – 6:00pm Opening Remarks – Mike Going, CAIA
Carolinas Chapter Head
6:00 – 6:45pm Panel Discussion
6:45 – 7:00pm Q&A
7:00 – 7:15pm Closing Remarks
7:15 – 8:00pm Networking Reception
Location:
Dimensional Fund Advisors
1515 S. Tryon Street
Charlotte, NC 28203
Parking:
There is complimentary parking onsite. Here are the instructions:
You may enter the parking garage on West Park Avenue. Upon entering the parking garage, proceed straight ahead up the ramp and take a ticket at the gate. Follow signage to park anywhere on levels P3, P4 and P5, and then use the elevator to reach the office lobby by pressing *1. They will provide a chaser ticket to validate your parking.
Find it on Map
Dimensional Fund Advisors
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Kathryn Kaminski
Organization: AlphaSimplex
As Chief Research Strategist of AlphaSimplex, Dr. Kaminski conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Dr. Kaminski is a member of the Investment Committee. She also serves as a co-portfolio manager for the AlphaSimplex Managed Futures Strategy and AlphaSimplex Global Alternatives Strategy. Dr. Kaminski joined AlphaSimplex in 2018 after being a visiting scientist at the MIT Laboratory for Financial Engineering. Prior to this, she held portfolio management positions as a director, investment strategies at Campbell and Company and as a senior investment analyst at RPM, a CTA fund of funds.
Christophe L'Ahelec
Organization: University Pension Plan
Christophe L'Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada. As Managing Director, Head of Public Markets, he is responsible for UPP’s global investment strategy with a particular focus on Active Public Market activities, including Public Equity, Public Credit and Absolute Return Strategies. Christophe is a graduate engineer in Finance and Applied Mathematics from the ENSIMAG, France and holds the Chartered Financial Analyst® designation.
Marat Molyboga
Organization: Efficient Capital Management
Marat Molyboga is the Chief Risk Officer and Director of Research at Efficient Capital Management, where he helps shape strategic priorities as a member of the Leadership Team. He began his career at Efficient in 2001 as a Research Analyst, working on fund selection and portfolio construction algorithms. Later, he spent several years developing and managing intraday trading strategies for a firm subsidiary before assuming his current risk management and research roles. His expertise is in hedge fund performance evaluation and portfolio construction, specializing in practical applications of rigorous academic research. Dr. Molyboga co-authored the book “Your Essential Guide to Quantitative Hedge Fund Investing.” He is also an Adjunct Professor at the Illinois Institute of Technology Stuart School of Business, where he teaches empirical finance techniques to Ph.D. students.
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