New Webcasts

Asset Allocation in an Individual's Life Cycle: Designing Effective Retirement Strategies

Tue, 6 May 2008 03:00:05 EDT

In this webcast, Ranji H. Nagaswami, CFA, discusses the following:

Understanding the true risks faced by individuals in planning for their retirement
Discussion of optimal asset allocation in the life cycle of individual investors toward and after retirement
Introducing the successful case of target year funds in the U.S., and exploring the Japanese case and challenges

Understanding Hedge Fund Fundamentals and Trends

Tue, 6 May 2008 03:00:04 EDT

In this webcast, Ted Seides, CFA, discusses the following:

Developing a deeper sense of hedge fund fundamentals
Evolution of the hedge fund industry: Market dynamics and industry trends
Future directions: Opportunity and risk

What Happened to the Quants in August 2007?

Wed, 26 Mar 2008 03:00:03 EDT

In this webcast, Andrew Lo discusses the following:

Events that led to the unprecedented losses experienced by quantitative hedge funds in mid-2007
The endogeneity of risk exposures in the hedge fund industry and systemic risk increases in recent years

Allocations and Mandates for Alternatives: A Global View

Wed, 26 Mar 2008 03:00:02 EDT

In this webcast, Roger Urwin discusses the following:

The migration of alternative management into new mandates and new areas, such as short extension strategies, natural resources, real estate, infrastructure
Alternatives in an alpha and beta framework; the factors that drive risks and returns, including the impact of costs
Allocations: what should be and will be the case?

Emerging Market Equities: The Question Is Not "Will They Decouple?" but "Will They Stay Decoupled?"

Wed, 19 Mar 2008 03:00:02 EDT

In this audio webcast, Arjun Divecha discusses the following:

Are emerging markets becoming a mainstream asset class?
Why is it that growth does not always translate into returns?
Will emerging market returns decouple from developed market returns?

Buying, Selling, and Valuing an Investment Management Practice

Fri, 07 Mar 2008 03:00:02 EDT

In this audio webcast, Michael Badham and Hugh Chasmar discuss the process of buying, selling, and valuing an asset manager through:

Maximizing long-term value
Minimizing risks
Maintaining a successful process through precise execution, competitive tension, and making the sale

The Statistics of Statistical Arbitrage

Fri, 15 Feb 2008 03:00:02 EDT

In this audio webcast, Robert Fernholz discusses the dynamic strategy that mimics market making, which is sometimes referred to as "statistical arbitrage" (or "stat arb" in the patois of the Street).

Leverage and Control: Implications for Valuation and Portfolio Management - Part I

Mon, 28 Jan 2008 01:00:02 EDT

In this webcast, Aswath Damodaran discusses the following:

Leverage and control are twin impulses that drive leveraged buyouts (LBOs)
Neither leverage nor control is a new phenomenon, and acquisitions motivated by one or the other have been with us for decades
The interplay between valuation and debt as well as the effects of changing control in a publicly traded company

Leverage and Control: Implications for Valuation and Portfolio Management - Part II

Mon, 28 Jan 2008 01:00:01 EDT

In this webcast, Aswath Damodaran discusses the following:

Leverage and control are twin impulses that drive leveraged buyouts (LBOs)
Neither leverage nor control is a new phenomenon, and acquisitions motivated by one or the other have been with us for decades
The interplay between valuation and debt as well as the effects of changing control in a publicly traded company

Leverage and Control: Implications for Valuation and Portfolio Management - Part III

Mon, 28 Jan 2008 01:00:00 EDT

In this webcast, Aswath Damodaran discusses the following:

Leverage and control are twin impulses that drive leveraged buyouts (LBOs)
Neither leverage nor control is a new phenomenon, and acquisitions motivated by one or the other have been with us for decades
The interplay between valuation and debt as well as the effects of changing control in a publicly traded company

Conversation with a Money Master: Free Cash Flow and Quality of Earnings

Mon, 14 Jan 2008 01:00:00 EDT

In this webcast, Robert A. Olstein discusses the following:

Valuation and inferential financial statement analysis
Free cash flow
Quality of earnings

Alpha vs. Beta and Other Nonsense

Tue, 8 Jan 2008 02:06:00 EDT

In this webcast, Jason MacQueen discusses the following:

Myths that obfuscate our thinking about the realities of active management
Why the use of "off-the-shelf" risk models can be hazardous to your fund's health
The future of fund management

Optimal Rebalancing

Tue, 8 Jan 2008 02:04:00 EDT

In this webcast, Sebastien Page, CFA, discusses the following:

Balancing the cost of sub-optimal portfolio weightings with the cost of restoring the optimal weights
Multi-period optimization (dynamic programming with Markowitz heuristic) to determine when and how to rebalance a portfolio

Liability Driven Investing

Tue, 8 Jan 2008 02:03:00 EDT

In this webcast, Carl Hess discusses the following:

LDI: Strengths and shortcomings, and why now?
Ways to hedge liability-related risks and diversify with alpha-producing alternatives
Innovative strategies to solve pension management problems

New Frontiers in Asset Allocation and Risk Management

Mon, 7 Jan 2008 02:03:00 EDT

In this webcast, Brian D. Singer, CFA, discusses the following:

Understanding the shift from asset allocation to risk capital allocation
Blurring the alpha and beta distinction
Dynamically managing desired risk exposures in the total portfolio

Modeling Credit Risk in Fixed-Income Portfolios

Wed, 19 Dec 2007 02:03:00 EDT

In this webcast, Arturo Cifuentes discusses the following:

How the modeling of credit risk behavior of fixed-income portfolios has evolved in recent years
Pitfalls and implications of current credit-modeling approaches for traditional fixed-income portfolios and CDOs
A better approach to modeling

Alternative Strategies in Fixed Income

Wed, 19 Dec 2007 02:02:00 EDT

In this webcast, Kent Wosepka, CFA, discusses the following:

Long-short approaches to fixed-income management
The best credit strategies for different market environments
The blurring boundaries between traditional and high-alpha mandates

Can Stocks Help Us with the Asset Liability Mismatch?

Wed, 19 Dec 2007 02:01:00 EDT

In this webcast, Robert D. Arnott discusses the following:

The real risk of a massive liability shortfall
How fundamental indexation could help

Private (Illiquid) Assets in the Asset Allocation Decision

Wed, 19 Dec 2007 02:00:00 EDT

In this webcast, Russell Read, CFA, discusses the following:

Assessing the costs and benefits of private investments
Establishing a practical framework for optimization with public and private asset classes
Determining at what scale the benefits of private investments are realized and at what scale they are compromised

Investment Opportunities in Clean Energy

Thu, 13 Dec 2007 02:00:00 EDT

In this webcast, John T. Preston discusses the following:

Supply and demand factors affecting long-term cost and availability of oil
The next energy crisis: Its potential effects and why we are not preparing
The prospects for alternatives to oil and implications for investment strategy

Looking Ahead

Tue, 27 Nov 2007 02:00:00 EDT

In this webcast, Stephen Campisi, CFA, discusses the following:

Looking back and looking ahead: what does the future of performance hold?
How has the role of the performance professional evolved?
What will be demanded of the performance professional in the future?

The Future of Attribution: Looking Ahead with Two of the Pioneers

Tue, 13 Nov 2007 02:00:00 EDT

In this webcast, Denis Karnosky and Brian D. Singer, CFA, discuss the following:

Risk measurement and attribution: The next frontier
Is alpha really alpha, or is it beta?
Applying attribution to alternatives: Are you paying alpha prices for beta exposure?

GIPS Update: New Guidance and Implications of Future Effective Dates

Mon, 12 Nov 2007 02:00:00 EDT

In this webcast, Neil E. Riddles, CFA, CIPM, and Karyn D. Vincent, CFA, CIPM, discuss the following:

Review of the Record Keeping Guidance Statement
Implications of future effective dates: Carve-outs, valuation frequency
What lies ahead

SEC Update

Thu, 1 Nov 2007 02:00:00 EDT

In this webcast, William R. Meck discusses the following:

The recent SECComplianceAlert letter
Top regulatory and inspection issues
What the SEC looks for when performing an examination

Consulting to the Ultra Affluent

Tue, 23 Oct 2007 02:00:00 EDT

One of the most important developments in the wave of new portfolio techniques is enhanced active equity strategies of the 120-20 and 130-30 variety. Although these strategies have become increasingly popular in the search for alpha, they are not always well understood.

In this webcast, Scott Welch discusses the following:

How do you provide the right solution -- platform, process, and people?
Investment and asset allocation trends
The competitive landscape & practice management trends
Commoditization, differentiation, and market segmentation.