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Agenda:

 

Welcome and remarks by Bill Kelly, CEO, CAIA Association

"Alternative Alternatives" panel discussion with: 

 

Juan Carlos Artigas, Director of Investment Research, World Gold Council (Gold)

 

Javier Lumbreras, Chief Executive Officer, Artemundi Global Fund (Art)

 

Brian Mota, Co-Founder and Co-Managing Partner, Gironde Management LLC (Wine)  

 

 

Cocktail Reception

 

 

 

Klaas P. Baks PhD is a recognized thought-leader in alternative investments and entrepreneurial finance. Dr. Baks is the co-founder and executive director of the Emory Center for Alternative Investments, whose international board consists of chief executive officers of pension and sovereign wealth funds with over $1 trillion in assets under management. Dr. Baks has been a Finance Professor at Emory University’s Goizueta Business School since 2002.

 

Dr. Baks’s research and teaching focuses on issues in alternative investments, entrepreneurial finance and investment management, and he has published papers in numerous academic and business journals, including the Wall Street Journal. He teaches courses in private equity, venture capital and entrepreneurial finance at Emory and has been recognized with four teaching awards

 

Dr. Baks is the Atlanta Chair with TIGER 21, North America's premier peer-to-peer learning network for high-net-worth investors. TIGER 21's approximately 380 members collectively manage more than $27 billion. He serves as director or advisor for over 13 companies in a variety of industries and is a member of the Board of Directors of the Michael C. Carlos Museum. Prior to joining Emory University, he held positions at Fuji Bank in Tokyo, Japan, Deutsche Bank in Hong Kong and the IMF in Washington DC.

 

Dr. Baks studied at the Wharton School at the University of Pennsylvania, Brown University, Groningen University, and Leiden University. He spent two years at Harvard University as part of his doctoral research.

 

Art: Javier Lumbreras, Chief Executive Officer, Artemundi Global Fund

 

Javier is an international art collector, art investment fund manager, speaker, and author. A pioneer in the development of art investment funds, he was among the first to apply financial analysis and econometric models when buying and selling fine art, and he is generally regarded as having established art as a viable category of capital investment.

 

Lumbreras hails from a long line of collectors dating back to 1881. As a great-great-grandson of the patriarch Francisco Bustillo, Javier joined in the family business of collecting art in 1987. A finance major with a minor in political science (international relations) from John Cook School of Business in Saint Louis University, he has pursued several endeavors linking business and the arts. From 1989 to 1994, he directed the family’s fine art gallery showcasing artists of international renown. From 1994 to 2008, Lumbreras managed a consulting office advising on real estate and financing investment opportunities settled in L.A. and Miami, while collecting and advising in the art industry. Spurred by the understanding of art as a noble effort that enriches the lives of those who pursue it and personally aware of the advantages of art as an asset, Lumbreras founded the Artemundi in 1999.

 

 

Gold: Juan Carlos Artigas, Director of Investment Research, World Gold Council

 

Juan Carlos’s responsibilities include managing the global Investment Research team and providing oversight of research initiatives related to positioning gold as an integral part of investor portfolios. Juan Carlos has contributed significantly to reshaping World Gold Council’s approach to investment research through robust financial analysis and the introduction of ideas such as gold as a tail risk hedge, which have helped further gold’s case among professional investors. He is a regular presenter at industry conferences and is a sought after speaker by institutional and private investors who seek his expertise on the strategic case for gold.

 

Juan Carlos previously worked for JPMorgan Securities, as a US and Emerging Markets fixed income strategist, where he oversaw the US cross-sector strategy first and the Latin American sovereign debt and Mexico local market strategy later. In this role, he developed Latin American sovereign-debt valuation frameworks and contributed to leading US and Emerging Markets strategy publications. Prior to his work at JPMorgan, Juan Carlos acted as Lecturer at the University of Chicago and participated in various statistical consulting projects. Before his postgraduate studies, Juan Carlos served as an Advisor to the General Director of Planning, Programming and Budgeting at the Ministry of Education in Mexico City.