Allocators’ Breakfast Series - San Francisco

Jun 20th 2019
Nikko Hotel
San Francisco

Because No Portfolio Should Be Just Average:
Identifying the Strategies to Give Your Portfolio an Edge in 2019

This breakfast gathering is designed to provide a great networking opportunity with your fellow asset allocators and foster a conversation around incorporating investment strategies and approaches that give your portfolio a dynamic and resilient edge.  

  • Thursday June 20
    • 8:00 AM - 8:40 AM

      Registration and Continental Breakfast

    • 8:40 AM - 8:45 AM

      Chairperson’s Welcome

    • 8:45 AM - 9:30 AM

      Guest Presentation: The State of the Institutional Market: Important Changes for Allocators and Their Managers in 2019

    • 9:30 AM - 10:00 AM

      Presentation: The Short-Term Corporate Bond Anomaly: The Benefits for a Modern Portfolio

    • 10:00 AM - 10:30 AM

      Refreshment Break

    • 10:30 AM - 11:15 AM

      Panel Discussion: A Close Examination of the Evolution and Effectiveness of Hedge Funds in an Institutional Portfolio Today

    • 11:15 AM - 12:00 PM

      Allocators’ Panel: The Tools and Strategies We are Employing to Build More Dynamic, Resilient and Effective Portfolios

    • 12:00 PM - 12:01 PM

      Meeting Concludes


Nikko Hotel

222 Mason St
San Francisco, CA 94102




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For further information, please contact:

Katarina Storfer

(212) 224-3073