Event Profile

CAIA Miami & CFA South Florida 18th Annual Alternative Investments Panel

October 29, 2020
All times listed are in local time
Free Event

Join CAIA Miami and CFA South Florida present :
18th Annual Alternative Investments Panel on Previewing the 2020 Election Impact 

No matter the outcome, the 2020 elections promise to bring seismic change. How will the results of the race be reflected through financial regulation and policymaking? Will a new administration continue taking a tough approach to China? What will the economic recovery package look like, and how will US consumers and investors react? This discussion will convene experts, Kristina Hooper and Garth Friesen, moderated by William J. Kelly, to discuss expected policies and expected impact across the economy, infrastructure, climate, and foreign policy.

Time & Date
Thursday, October 29, 2020
5:00 PM - 6:30 PM EDT

Zoom Webcast
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Garth Friesen
Organization: III Capital Management

Garth Friesen is the CEO and Chief Strategist at III Capital Management, a Florida-based hedge fund with roughly $4.5 billion AUM. He has been with the firm for over 20 years, managing money in fixed-income relative value, long/short credit and cross-asset convexity strategies.

Kristina Hooper
Organization: Invesco

Kristina Hooper is Chief Global Market Strategist at Invesco. In this role, she leads Invesco’s Global Market Strategy (GMS) Office, which has strategists on-the-ground in North America, Europe and Asia. Ms. Hooper and her team formulate macro views of the markets and economy, examine the investment implications of those views, and share their insights with clients and the media around the world.

Bill Kelly
Organization: CAIA Association

William (Bill) J. Kelly is the CEO of the Chartered Alternative Investment Analyst Association (“CAIA”), the global leader in alternative investment education with approximately 10,000 chartered Members in 90 different countries. The CAIA Charter is an international credential focused exclusively on demonstrated professionalism through the mastery of topics across the alternative investment spectrum. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules. Follow Bill Kelly on Twitter @CAIA_BillKelly