Marquette Speaking at ALTSCHI 2024 Forum 7/22–23

June 20, 2024

On July 22–23, Dave Smith, CFA, Kweku Obed, CFA, CAIA, and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at ALTSCHI 2024, jointly produced by Markets Group, CFA Society Chicago, and the CAIA Association®.

Dave will be joining a panel on the 22nd entitled, “Opening Keynote Panel: Innovation Unleashed: The Rise of Total Portfolio Approach,” described as follows: As some of Strategic Asset Allocation’s shortcomings become clearer, select global asset owners have begun experimenting and transitioning to a more holistic approach to building portfolios. Total Portfolio Approach, while more a “state of mind,” than a tangible linear process, can offer improvements in culture, competition for capital, governance, and investment outcomes. How should investment professionals assess its fit for their organization and where should they begin?

Kweku will be moderating a panel shortly after entitled, “Keynote Panel: Private Market Investments – Time to Shine,” described as follows: As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunity. The panel brings together leading alternatives investors and allocators to share the role private equity, private debt, venture capital, and more play in their portfolios and what they look for in managers to meet their objectives in these asset classes. Panelists will address risks and opportunities across capital structures, expected returns, and the operational requirements for managing the unique complexities in private markets.

On July 23, Greg will be moderating a panel entitled, “Infrastructure, Critical Materials, and Clean Energy Investments—What will the Path to Growth Look Like?” described as follows: What is the outlook for U.S. infrastructure, energy security, and critical minerals supply? What is the scope for public-private partnerships in the absence of a national development plan? There are still many questions about the measurement and due diligence surrounding ESG so how are fund managers and allocators capitalizing on the opportunities while minimizing the risks, and how can a more positive impact on the environment take shape?

ALTSCHI is developed and led by the CAIA Association and CFA Society Chicago and 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. For more information, please visit the event webpage.