"The total portfolio approach is all about aligning life goals with financial goals." 🌟 At #ALTSSV, Sylvia S. Kwan, CFA, CAIA, Chief Investment Officer at Ellevest, discussed how the total portfolio approach in wealth management focuses on customizing portfolios to meet a client’s personal and financial goals. From considering impact goals to integrating taxes, Sylvia highlighted the importance of a holistic strategy. She also shared insights on finding unique investments with differentiated risk and return profiles. Watch the full interview for more! CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) William J. Kelly, CAIA Anne E. O'Brien Ghufran Rizvi John L Bowman, CFA Paul Hamann Debra Haym Will Hamilton-Hill Olivia Obregon Karly Congero Parys Zambas Courtney McQuade Markets Group
About us
Markets Group has joined forces with the CFA Society, CAIA and other leading alternative investment associations to develop a series of peer education-focused alternative investment events covering hedge funds, PE, VC, liquid alts, credit, private debt, real estate, real assets and more. The series is driven by these associations and brings together both private wealth and institutional investors, including wealth managers, corporate pensions, public pensions, insurance funds, endowments, foundations, sovereign wealth funds, health care organizations and private bankers. Working with these leading associations on all elements, these ticketed events have established an incredibly high standard of attendee, comprised in large part by the members of the respective groups. The ALTS series is a great way to learn and network with the absolute best in the alternatives industry.
- Website
-
https://www.marketsgroup.org/alternatives
External link for ALTS
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York
- Founded
- 2009
- Specialties
- Events, Conference, Hedge Funds, PE , Private Equity, VC, Venture Capital, Liquid Alts, Credit, Private Debt, Real Estate, Crypto, Crypto Currency, Alts, and Alternatives
Updates
-
ALTS reposted this
Great content from thoughtful leaders, delivered with levity and purpose. Throw in the fact that this was my first all-CAIA Member panel, I found myself, the audience, and the clients we serve, all in the perfect state of nirvana. #TPA… do you know the macro economic risk factors that impact your Total Portfolio, and are those the building blocks for your asset allocation? Link to the full report is right here (read it and reap) ⬇️ https://lnkd.in/efEEK464 CAIA Association Steve Davis Sacramento County ERS Dmitry P. CalPERS Sylvia S. Kwan, CFA, CAIA Ellevest Mark Anson Maurice Gordon Markets Group Paul Hamann Debra Haym Courtney McQuade Ben Samild Future Fund Geoffrey Rubin CPP Investments | Investissements RPC Derek Walker Charles Hyde NZ Super Swee Chiang CHIAM GIC Jayne Bok WTW John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Steven Novakovic, CAIA, CFA Christie Hamilton
-
ALTS reposted this
Join Matt Tucker Senior Managing Director and Co-Chief Investment Officer of Bridge’s Net Lease strategy, at ATLSDC September 30 - October 1, where he will share his views on private investment markets. Markets Group
-
ALTS reposted this
I had such a blast getting to know and interviewing Vivek Ranadivé, owner of the Sacramento Kings, and founder of TIBCO and Bow Capital. From growing up on the beaches of Bombay to having the Midas touch across various endeavors, he’s a true inspiration. #altssv Markets Group ALTS
-
"Managing risk in unpredictable markets is more critical than ever." 🎯 At #ALTSSV yesterday, Lily Taft, CFA, Portfolio Manager and Partner at Main Street Research, shared her insights on how hedge funds are navigating downturn protection after back-to-back bear markets. We also touched on the strategies making waves in alternatives, the role of fees in hedge fund performance, and how options are being used to manage stock risk. Watch the full interview to learn more! CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) William J. Kelly, CAIA Anne E. O'Brien Ghufran Rizvi John L Bowman, CFA Paul Hamann Debra Haym Will Hamilton-Hill Olivia Obregon Karly Congero Parys Zambas Courtney McQuade Markets Group
-
Join the alternative investments community of Singapore in a one-day meeting to share the latest industry's insights on October 10, 2024. ALTSSG is led by CFA Society Singapore and CAIA Association Register now ➡️ https://hubs.li/Q02NVVL60 #ALTSSG Paola Segura Alexa Jacob Annie Wu Bijaya Lata Sharma Catherine Giannoukos Curzon K. David Orr Della Aisyah Imogen Jones Jade Cosgrove Jisoo Kim Lloyd Smith Nebula Karkada Oakar Aye Aung Orlanda Poblete Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Zoey Jeong
-
ALTS reposted this
William J. Kelly, CAIA is my 11th boss in 27 years. All of them have helped shaped the leader and man I am today. But the friendship I have established with Bill at CAIA Association is enduring. Was such an honor to surprise him and be the presenter for his well deserved lifetime achievement award. Paul Hamann Ruth Carolan Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Steven Novakovic, CAIA, CFA Laura Merlini, CAIA, CIFD Camille Dvorsky
-
ALTS reposted this
With volatility on the rise, hedging and risk management becomes useful again. Could active managers as a whole, become useful again as geopolitical “black swan” events increase? #hedgefunds #volatility #riskmanagement
Hedge Funds and Liquid Alts are making a comeback—and here’s why. 📈 Our panel explored how rising market volatility is bringing hedge funds back to the forefront as key tools for downturn protection and maximizing market inefficiencies. They discussed the role of alpha, beta, and solution-based investing in today’s uncertain environment. 🎤 Moderator: Lily Taft, CFA, Main Street Research Wealth Management Panelists: ➤ Glen Burella, PhD, Ph.D, Abbey Capital Limited ➤ Jonathan Masse, CFA, Perigon Wealth Management, LLC ➤ Torrey Zaches, Newton Investment Management ➤ Jane Buchan, CAIA, Ph.D, Martlet Asset Management Key takeaway: Hedge funds and liquid alts are offering investors a way to navigate volatility while capturing unique opportunities. ⚡ #ALTSSV CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) William J. Kelly, CAIA Anne E. O'Brien Ghufran Rizvi John L Bowman, CFA Paul Hamann Debra Haym Will Hamilton-Hill Olivia Obregon Karly Congero Parys Zambas Courtney McQuade Markets Group
-
+1
-
ALTS reposted this
Institutional Business Development at Newton Investment Management I Active Management I Multi-Asset I Absolute Return I Thematic
A great few days at #ALTSSV sharing our thoughts on Hedge Funds and Liquid Alternatives as a way to navigate volatility and capture unique opportunities in the current market environment. Newton Investment Management Torrey Zaches
Hedge Funds and Liquid Alts are making a comeback—and here’s why. 📈 Our panel explored how rising market volatility is bringing hedge funds back to the forefront as key tools for downturn protection and maximizing market inefficiencies. They discussed the role of alpha, beta, and solution-based investing in today’s uncertain environment. 🎤 Moderator: Lily Taft, CFA, Main Street Research Wealth Management Panelists: ➤ Glen Burella, PhD, Ph.D, Abbey Capital Limited ➤ Jonathan Masse, CFA, Perigon Wealth Management, LLC ➤ Torrey Zaches, Newton Investment Management ➤ Jane Buchan, CAIA, Ph.D, Martlet Asset Management Key takeaway: Hedge funds and liquid alts are offering investors a way to navigate volatility while capturing unique opportunities. ⚡ #ALTSSV CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) William J. Kelly, CAIA Anne E. O'Brien Ghufran Rizvi John L Bowman, CFA Paul Hamann Debra Haym Will Hamilton-Hill Olivia Obregon Karly Congero Parys Zambas Courtney McQuade Markets Group
-
+1
-
That’s a wrap! 🎉 We had an incredible time welcoming over 300 attendees to #ALTSSV, with insightful discussions and connections made throughout the event. A special thanks to CAIA Association, CFA Society San Francisco, and CalALTs (The California Alternative Investments Association) for their support. Huge congratulations to William J. Kelly, CAIA and Anne E. O'Brien on their Lifetime Achievement awards and well-earned retirements! 🙌 Stay tuned for video interviews shot from the sidelines event, coming over the next few day! 🎥 Ghufran Rizvi John L Bowman, CFA Paul Hamann Debra Haym Will Hamilton-Hill Olivia Obregon Karly Congero Parys Zambas Courtney McQuade Markets Group