On Wednesday, October 3, Dave Smith, CFA will be speaking at the Roundtable for Consultants & Institutional Investors in Chicago.
Moderating the panel “Novel Constructs in Asset Management – Blue Sky vs. Real Life,” Dave will engage in a discussion that explores the most novel investment constructs that can be formed between asset allocators, asset managers, and investment consultants. Taking information from a prior Case Study, delegates will be tasked to collaborate on the most innovative partnerships between allocators and managers (or allocators and consultants) in which all parties benefit. Once these dreams are imagined, delegates will then focus on practical implementation and must identify the compromises required to execute in reality.
For more information, please visit the Institutional Investor roundtable event page.
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