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CAIA Vancouver 5th Annual Victoria Alts Investment Outlook Forum
Date(s):
March 8, 2023
Note: All times listed are in local time
Venue:Hotel Grand Pacific
463 Belleville St.
Victoria, BC BC V8V 1X3
Fee(s):This event has a fee
Description: CAIA Vancouver Chapter invites you to The 5th Annual Alternative Investment Outlook Forum
hosted by CAIA Vancouver, CFA Society Victoria and AIMA Canada
Wednesday, March 8th, 2023 3:00 PM - 6:00 PM PST
The Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments. This year, we are looking at the key secular forces emerging within the global economy and financial markets, and implications for asset returns and allocation decisions. We will also take a closer look at endowments. The session will conclude with a long overdue in-person networking reception!
Keynote Speaker:
Martin Gerber, CFA
Director, President & CIO, Head of Asset Allocation
Connor, Clark & Lunn Investment Management
Martin will discuss some key secular forces emerging within the global economy and financial markets, and implications for asset returns during the next cycle. The most significant change is the secular shift in the outlook for inflation and interest rates globally. This will require a paradigm shift in how investors approach asset allocation. The recommended strategies of the past decade to diversify market (beta) exposures and increase allocations to private assets may not be sufficient to meet objectives going forward.
Fireside Chat
Steve Novakovic will give us an update on endowments and discuss performance and alts asset allocation with Carmen Firmani.
Steve Novakovic, CAIA, CFA
Managing Director, CAIA Curriculum
CAIA Association
Carmen Firmani, CFA
Manager, Client Relations
BCI
Agenda:
2:30PM – 3:00PM Registration 3:00PM – 4:15PM Outlook Forum
4:15PM – 6:00PM Networking Reception
Fees:
Members: CAD 35
Non-members: CAD 55
Location:
Hotel Grand Pacific
463 Belleville St Victoria, BC
V8V 1X3, Canada Sponsorship:
To inquire about sponsorship opportunities, please contact: Vancouver.CAIA@gmail.com or info@cfavictoria.com Thank you to our generous sponsor! Platinum Sponsor
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Carmen Firmani
Job Title: Manager, Client Relations
Organization: BCI
Carmen leads business relationships with assigned clients at BCI.
She is an investment professional with 19 years of experience in the financial services industry including advisory roles and institutional investment management capability in investment strategy, external manager oversight, and cross-asset and derivatives trading. With 14 years of experience at BCI, she brings considerable knowledge of diverse institutional client needs. In her spare time, she co-founded and co-chaired Women in Capital Markets (WCM)
in Victoria.
Carmen holds a Bachelor of Commerce degree with distinction from UVic and
is a CFA charterholder. She completed the PFP (honours) and AICB
designations, as well as several licensing courses such as futures, derivatives,
options, and trading. She also holds a certification in contract law from Harvard
University.
Martin Gerber
Job Title: President & CIO
Organization: Connor Clark & Lunn Investment Management
Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.
Steven Novakovic
Job Title: Managing Director, Educational Programs
Organization: CAIA Association
Steve is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others. Before entering academia, he worked at his alma mater, Cornell University, (B.S. 2004, MPS 2006) in the Office of University Investments. In his time at Cornell University, Steve invested across a variety of asset classes for the $6 billion endowment. His twelve years at Cornell generated substantial insight into endowment management and fund investing across the alternatives and traditional landscape.
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