ALTSSF
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ALTSSF, hosted by CFA Society San Francisco, CAIA Association and CalALTs, is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.
ALTSSF is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSF is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more.
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OUR SPEAKERS
Speakers
Dhinesh Ganapathiappan
City of San Jose
Senior Investment Officer & Head of Private Markets
Gina Sanchez
Chantico Global
Founder and Chairwoman
Gina Sanchez is the founder and Chief Executive Office of asset allocation consultancy Chantico Global and Chief Investment Officer of Lido Institutional. She was previously the Director of Equity and Asset Allocation for Roubini Global Economics (RGE), advising their clients worldwide on investments and assets. Gina also served as Managing Director of Public Investments at the California Endowment, a $3 billion LA-based foundation. She also worked as Director of Public Investments at the $10 billion Ford Foundation, as a Portfolio Manager and strategist at American Century Investment Management, and in Emerging Markets Research at JP Morgan. Alongside her role advising clients around the world, Gina is also a regular contributor and guest host on CNBC interviewing global business figures and commentating on the economy. She is frequently quoted in print and broadcast media and was a recipient of Institutional Investor’s Foundations and Endowments Rising Stars Award.
Jim Worden
The Wealth Consulting Group
Chief Investment Officer
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.
Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.
More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.
Jim holds the Chartered Financial Analyst® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog.
Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.
Karyn Williams
Zurich Insurance
Regional Investment Manager
Karyn Williams is responsible for implementing the strategic and tactical allocation of financial assets in the U.S. and Canada (ZAIC, ZLS, Farmers New World Life, and Zurich Canada), delivering nearly one-third of the group’s net Investment income and managing a considerable portion of the group’s market risk taking. Karyn is a member of the Zurich Global Investment Management Strategy Implementation team and Zurich North America’s leadership team. Prior to Zurich, she founded Hightree Advisors. Prior to Hightree, Karyn was the Chief Investment Officer of Farmers Group Inc.
Kurt Braitberg
San Francisco Employees' Retirement System
Managing Director, Public Markets
Mark Anson
Commonfund
Chief Executive Officer & Chief Investment Officer
Mark Anson is the Chief Executive Officer and Chief Investment Officer of the Commonfund and Chair of the Boards of CF Private Equity and Commonfund OCIO. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. He was the President and Global Head of Investment Management at Nuveen Investments, a full-service asset management company with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (BTPS), the largest institutional investor in the UK with assets of £55 billion. In addition, Mark was the CEO of Hermes Pensions Management in London, a £60 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest institutional investor in the United States with over $400 billion in assets. Mark is currently a Trustee, member of the Committee and Chair of the Investment Committee of the $65 billion UAW Retiree Medical Benefits Trust. He also serves on the Law Board of the Northwestern University School of Law, Board of PanAgora Asset Management and the Board of Directors of the Toigo Foundation. He is the only person to serve on the Board of Governors for both the CFA Institute and the CAIA Association. He was an inaugural member of the SEC Investor Advisory Committee and the Chairman of the Board for the International Corporate Governance Network. Mark has published over 90 investment articles in professional journals and has won three Best Paper Awards. He is the author of five financial textbooks including the Handbook of Alternative Assets, which is the primary textbook used for the Chartered Alternative Investment Analyst program. Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a Ph.D. and Masters in Finance from Columbia University Graduate School of Business, and a J.D. from Northwestern University School of Law, all with honors. He has also received several industry awards in recognition of his leadership in asset management including the Lifetime Achievement Award in Pension Fund Management from Plan Sponsor and the CAIA Leadership Award from the CAIA Association. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Public Accountant, and Chartered Global Management Accountant professional degrees, and he is a Member of the Law Bar of New York and Illinois.
Mike Krems
Aksia
Principal, Portfolio Strategies
Ralph Goldsticker
Alan Biller And Associates
Chief Investment Officer
Steve Davis
SCERS
Chief Investment Officer
Sylvia Kwan
Ellevest
Chief Investment Officer
Sylvia is responsible for developing the investment portfolios that drive Ellevest’s investment recommendations. Prior to joining Ellevest, Sylvia was a founding member of the investments team at Financial Engines, L.L.C. one of the first successful digital advisors. She worked to develop scalable, robust investment processes to manage over $14B in AUM for over 200,000+ client accounts during her tenure. In 2010, Sylvia co-founded the boutique RIA firm SimplySmart Asset Management, serving individual investors with fully customized global investment solutions. Her financial services experience also includes portfolio management positions at Charles Schwab Investment Management, where she was director of equity quantitative research, and at the Boston Company, where she managed over $500 million in institutional fixed-income assets.
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San Francisco, CA
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Key Discussion Topics
NEXT BEST MOVE IN ALTERNATIVES As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
INSTITUTIONAL PORTFOLIO CONSTRUCTION Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
MACROECONOMICS & GLOBAL TRENDS Comparing and contrasting global macro conditions and investment performance.
GROWING OPPORTUNITIES IN PRIVATE DEBT Asset ownder aim to get in on the opportunities in privare debt and credit and are increasingly looking at impact investing as an alternative
HEDGE FUND INVESTMENT STRATEGIES Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
PRIVATE WEALTH & HEDGE FUNDS As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Registration
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