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Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments

March 2, 2021 | 12:00 PM - 1:00 PM

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Overview

A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance

Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.

This book—written for individual investors, financial advisors, and academics who desire knowledge about investment products beyond just stocks and bonds or vanilla hedge funds, private equity, and real estate investments—provides a critical link to industry data and original research that supports the case for adding exotic alternative investments to traditional portfolios.

An excellent tool for practitioners wishing to understand the rationale and impact of allocating capital to these exotic and less-understood investment opportunities, the book includes an analysis of returns and risk from a wide range of direct investments in individual exotic asset classes, as well as from investing in public shares and exchange-traded funds. It also includes a section on how these exotic investments performed relative to both traditional and alternative investments, such as hedge funds, both before and after the spring 2020 market crash.

Agenda

12:00 PM | WELCOMING REMARKS

Donna Rapaccioli, Dean of the Gabelli School of Business, Fordham University

12:08 PM | FIRESIDE CHAT

Moderated by Dean Rapaccioli and Professor Sris Chatterjee

Kevin R. Mirabile, Author, Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects

12:45 PM | AUDIENCE Q&A

1:00 PM |  CLOSING REMARKS

Donna Rapaccioli, Dean of the Gabelli School of Business, Fordham University

Co-Sponsored By

Museum of American Finance

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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