• Explore the research: Randy Choen will present his research on the factors behind his findings and why he feels this close replication of returns is possible.
  
• Identify the target investor: who might have interest in this type of product and what can they expect as far as nuance and differences to direct investments in private equity.
• Investigate access to the idea: what type of investment product is best suited as the deliverable and where do AUM in the strategy stand as of today.

Speaker:

Randy Cohen

Mr. Cohen is the MBA Class of 1975 Senior Lecturer of Entrepreneurial Management at Harvard Business School. Cohen teaches finance and entrepreneurship at HBS and has previously held positions as Associate Professor at HBS and Visiting Associate Professor at MIT Sloan. He currently teaches Field X/Y at HBS, a course for students who are starting businesses while obtaining their MBA. Last year he advised around 90 startup businesses in the course. He co-developed the Alternative Investments course for HBS Online which will go live in the first quarter of 2020. Mr. Cohen’s main research interests are the identification and selection of money managers who are most likely to outperform, asset allocation, risk management, and anything else related to building great investment portfolios. Cohen has studied the differential reactions of institutions and individuals to news about firms and the economy, as well as the effect of institutional trading on stock prices. Other research areas include activist investing, municipal securities, cryptocurrency, and longevity insurance. In addition to his academic work, Cohen has helped to start and grow a number of businesses, mostly, but not exclusively, in the area of investment management. He also has served as a consultant to many established money management firms. Cohen holds an AB in mathematics from Harvard College and a PhD in finance and Economics from the University of Chicago.

Cost: COMPLIMENTARY 

Agenda

   4:30 – 5:00 PM CT – Registration and Networking

   5:00 – 6:00 PM CT – Panel Discussion

   6:00 – 6:30 PM – Networking Reception

Passport Program
This is a "Passport Program." Members of any local CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for (1) credit under the guidelines for the CFA Institute Professional Development Program.