Dave Smith Speaking at With Intelligence Spring Retreat 5/24

May 16, 2022

On Tuesday, May 24th, Dave Smith, CFA will be speaking at With Intelligence’s Spring Retreat in Charleston, South Carolina.

Dave will be leading a healthcare roundtable discussion as part of the “Allocator SWOT Sessions,” with several industry professionals. Attendees will select the strength/weakness/opportunities/threats session of their choice and participate where appropriate. Topics to be addressed include:

• What’s your risk-free asset and how much of it can you hold and still hit your targets?
• How do your liquidity demands impact your decision-making, and what does that imply for the type of strategies, markets, and partners you work with?
• What investment strategies and structures do you have a competitive advantage in?
• What institutional constraints and perverse incentives inhibit your ability to maximize returns?
• What expertise can you bring to the relationship with asset management partners?

With Intelligence is a global business information organization focused on the asset management industry. For more information, please visit their website.