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How Institutional Investors Use and Think About Exchange-listed Options

Webinar

Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.

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Free Webinar, Other Industry Events, Sponsored Event*

Multi-Asset Investment Products and Solutions

Yale School of Management 165 Whitney Ave, New Haven, CT, United States

Take advantage of the emergence of factor and goal-based investing. Join Yale School of Management and EDHEC-Risk Institute for a three-day executive education seminar, Multi-Asset Investment Products and Solutions. This seminar provides participants with an in-depth introduction to modern risk allocation techniques and their applications to the design of innovative forms of welfare improving investment products and solutions. Participants will learn how to perform factor investing and risk allocation, apply strategic asset allocation in the presence of liability constraints, and implement liability-driven investment solutions with cash and derivative instruments, among other takeaways. One of three seminars, participants can complete all three to receive the prestigious joint Yale School of Management-EDHEC-Risk Certificate in Risk and Investment Management.

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2018 ARPM Bootcamp

NYU Skirball Center 566 LaGuardia Place, New York, NY, United States

In 6 intense days, the Advanced Risk and Portfolio Management (ARPM) Bootcamp: - Consolidates portfolio managers' and risk managers' expertise into a structured and rigorous quantitative framework - Empowers avid learners with backgrounds in hard sciences to gain the deep technical knowledge necessary to operate across the complex world of quantitative trading, asset management, and risk management In operation since 2007, the ARPM Bootcamp has over 2,000 alumni from around the world, including industry leaders and academics.

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Member Exclusive Rate, Other Industry Events

Advice and Dissent: Why America Suffers When Economics and Politics Collide

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

 Advice and Dissent: Why America Suffers When Economics and Politics Collide A Book Lecture by Alan Blinder Monday, September 17, 2018 McNally Amphitheatre 140 West 62nd Street New York, NY 10023 Alan Blinder, Ph.D., leading economist and political expert, will discuss the clash of economics and politics through the words of his [...]

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CFA Institute Conference: Equity Research and Valuation 2018

Sheraton New York Times Square Hotel 811 7th Avenue 53rd Street, New York, NY, United States

CFA Institute Conference: Equity Research and Valuation 2018 Sheraton New York Times Square Hotel Register to attend CFANY members can use the discount code NYEQ-18 for a US$100 discount. About This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, [...]

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Harvesting Risk Premia in Equity and Bond Markets

Yale School of Management 165 Whitney Ave, New Haven, CT, United States

Harvest Risk Premia in Equity and Bond Markets November 12-14, 2018 Yale School of Management, Evans Hall, 165 Whitney Ave, New Haven, CT 06511 From the "Select registrant type" dropdown, choose the "CFA Society New York Member Rate" option to receive the discount. Register to Attend - 20% Discount to CFANY [...]

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Merger Masters: Tales of Arbitrage

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

The Gabelli Center for Global Security Analysis and the Museum of American Finance present a lecture by Howard Marks. One of the most successful Wall Street investors of all time, Marks provides practical insight and keen analysis on how to understand, track, and react to the ups and downs of the stock market. In his new book, Mastering the Market Cycle: Getting the Odds on Your Side, Marks reveals the hidden logic in carefully pinpointing market trends so that investors have the opportunity to improve their results.

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American Gas Association Luncheon Presentation

CFA Society New York 1540 Broadway, New York City, NY, United States

American Gas Association Luncheon Presentation - An American Gas Association Sponsored Event - Wednesday, January 23 Register to Attend Speakers Dave McCurdy President & CEO, American Gas Association James P. Torgerson, Chief Executive Officer, AVANGRID Inc., and  2019 Chair, American Gas Association The American Gas Association, founded in 1918, represents more [...]

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Other Industry Events, Sponsored Event*

U.S. Equity Markets: Looking Back and Moving Forward

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

The U.S. equity markets are the most liquid and efficient in the world, and are continually evolving in response to forces of technology and competition. As technology and competitive practices evolve, so must the regulatory framework in which business is conducted. It is imperative that our regulations continue to drive efficiency, integrity, and resilience. Please join us to hear from top officials at the U.S. Department of the Treasury and the U.S. Securities and Exchange Commission as they discuss the regulatory agenda for equity market structure in 2019.

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Other Industry Events, Sponsored Event*, Value Investing

A Conversation with Ted Seides

The University Club 1 West 54th Street, New York City, NY, United States

Ted Seides, founder of Capital Allocators, LLC, and host of the Capital Allocators podcast, will discuss lessons learned from the podcast about how institutional investors allocate capital and time, his career path, his bet with Warren Buffett, and much more.

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Other Industry Events, Value Investing

ESG Asset Owners Summit (Washington D.C.): The Rise & Status of Sustainable Investing

Renaissance Washington DC Downtown Hotel 999 Ninth St, Washington, D.C., DC, United States

CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends.

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Asset Owner Series, Other Industry Events

ESG Integration in Fixed Income: How Credit Analysis of Risk and Opportunities is Evolving

The University Club 1 W 54th St, New York, NY, United States

Overview Sponsored by Fordham University The event is intended to shine a spotlight on the drivers and current status of ESG integration in fixed income, focus on developments at the largest credit rating agencies with regard to ESG integration in the assessment of creditworthiness and explore how investment management firms are considering [...]

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The Quant Conference 2019

Marriot Marquis 1535 Broadway, New York, NY, United States

The rise of big data, application of machine learning and other technological developments in recent years have transformed the quantitative finance industry. The Quant Conference’s speaker roster of industry leaders provides insights from those pioneering these changes. Topics discussed on the day include: "How quantitative research differs in the industry and academia", "Practical application of ML & AL for systematic strategies", "Legends on how it all started" and many more.

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Women in Alternative Investments Conference

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Overview The Gabelli School of Business, CAIA, and 100 Women in Finance invite women working or interested in asset management, private equity, venture capital, hedge funds, real assets, or other alternative investments to join us for an evening of substantive conversation on the opportunities, challenges, and strategies for success for women in alternative [...]

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Nobel Laureate Joseph Stiglitz book lecture moderated by Bruce Greenwald

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Overview Nobel Prize-winning economist Joseph E. Stiglitz grew up during the golden age of capitalism in Gary, Indiana, a steel town whose fortunes rose and fell with the waves of industrialization and deindustrialization. But even during Stiglitz’s childhood, life didn’t seem so golden. He saw inequality, racial discrimination, and labor strife all around, [...]

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