Alternative Strategies:
Smart Portfolio Construction &
The Benefits of Diversification

A Spring Series of Webinars on Fridays in March & April
Replacing Our 6th Annual Austin Conference
Friday, March 5, 11am-12pm EST

More Art than Science: The Critical Importance of Qualitative Due Diligence
Manager selection and due diligence are highly complex processes involving both quantitative and qualitative analyses of managers, strategies, and operations. Recent research by CAIA surveyed both investors and managers involved in the selection process to learn more about how they approach decision making. With nearly 344 responses divided between 233 investors and 111 managers, CAIA found that qualitative factors for assessing manager skill often outweighed quantitative factors. In fact, nearly 80% of respondents reported that qualitative factors have the highest predictive power of future performance!

Join us as we explore the survey results and take a deep dive into the findings with due diligence experts who will discuss the most important qualitative factors in both IDD and ODD, what gives managers an “edge”, and how manager selections can be made more efficient.
Ranjan Bhaduri, PhD, CFA, CAIA
Chief Executive Officer
Bodhi Research Group
Keith Black, PhD, CFA, CAIA, FDP Managing Director, Content Strategy CAIA Association
Moderated by:

Aaron Filbeck, CFA, CAIA, CIPM, FDP
Director, Global Content Development CAIA Association
Friday, March 12, 11am-12pm EST

The Fixed Income Conundrum and
The Search for Alternatives
One of the biggest questions on the minds of institutional investors is what to do about fixed income. What was traditionally a 40% slice of the pie providing a reliable coupon, has now led to an asset allocation dilemma. The world has changed, yields are at record lows, and the investment management community has started to evolve as a result. As the future prospect of using fixed income to hedge equity risk and deliver returns with modest volatility diminishes, investors are shifting their attention to alternative solutions.

Join our esteemed group of today's investment leaders as they share their perspectives on uncorrelated and risk aware strategies that are helping them navigate through the fixed income conundrum.
Elizabeth Burton, CAIA
Chief Investment Officer
Employees' Retirement System of the State of Hawaii
Marcus Frampton, CFA, CAIA, FRM Chief Investment Officer
Alaska Permanent Fund Corporation
Michael Pomada
President & Chief Executive Officer
Crabel Capital Management
Ryan O'Grady
Chief Executive Officer
ROW Asset Management

Moderated by:

Sara Rejal
Senior Director, Investments
Willis Tower Watson