The 2nd Annual Pacific Credit & Hedge Fund Investor Forum is a one-day meeting of the largest, most sophisticated family offices, pension funds, endowments, foundations, consultants and fund of funds in California, Oregon, Washington, Alaska and Hawaii. The event provides educational updates on contemporary hedge funds, credit investments, asset allocation and portfolio construction strategies for institutional and private clients.
Through a series of interactive panel discussions with industry leaders, more than 100 institutional investors and family offices will explore innovative hedge funds, credit investment strategies and new approaches to portfolio construction. Additionally, attendees will analyze the utility of hedge funds from the view of a modern investor’s portfolio.
Mark Guinney Chief Investment Officer Presidio Group
Carl Ludwigson Chairman, Director of Manager Research Bel Air Advisors
Arn Andrews Chief Investment Officer San Jose Federated City Employees' Retirement System
Brian Starr CFA, Investment Officer City of San José Retirement Services
Brian Rowe Director of Manager Research Verus
Morris Noble Senior Vice President , Senior Investment Officer Northern Trust
Lachlan McLean Senior Vice President Oakmont Corporation
David Welsch Manager of Investment Strategies Baker Street Advisors
David Fann President & CEO Torrey Cove Capital Partners
Debashis Chowdhury Managing Director Canterbury Consulting
John Linder Consultant, Principal Pension Consulting Alliance
Michael Ashley Schulman CFA, Managing Director Senior Portfolio Manager, Hollencrest
Patrick Adelsbach Head of Credit Strategies Aksia
Marty Dirks Senior Investment Consultant Milliman
David Sancewich Principal Pension Consulting Alliance
Lincoln Smith Portfolio Analyst Albourne
Jeff Garden Senior Research Analyst & Portfolio Manager Lido Advisors
Chris Hill Senior Research Consultant NEPC
Despite volatility in the markets, investors are capitalizing on the opportunities within credit investing to reap alpha across the credit spectrum.
Hedge Fund Investment Strategies
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
Private Wealth & Hedge Funds
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Institutional Portfolio Construction
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
Macroeconomics & Global Trends
Comparing and contrasting global macro conditions and investment performance.
Next Best Move in Alternatives
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of the Institutional Investors Group