The Vault Series Presents: Portable Beta & Total Portfolio Management
The Vault Series features speakers that are experts in their respective fields. Topics are meant to broaden the knowledge of attendees in areas that are considered the hidden gems of the financial services industry. This panel will quantify the benefits of a risk reducing factor overlay onto a 6040 allocation. We will extend the discussion to illustrate these benefits in the context of a traditional SAA framework.
Learning Objectives:
1. TPA vs SAA key differences
2. Using factor portfolios to reduce the risk of a 6040
3. Using factor portfolios to enhance the risk and return of a 6040, adjusting factor exposures to the total plan
Meet the Panel
Uwe Schillhorn, CFA
Yupa Fund Services
Partner
Uwe has been in investment leadership roles for over 20 years covering a broad range of asset classes in public and private markets. Uwe is partner at Yupa Fund Services, an investment consultancy researching private investment strategies and helping US private investment managers accessing Chilean institutional and HNW investors. Prior to that, he served as CIO in Principal Financial Group’s international business, managing over $ 130 bn in pension, mutual funds and insurance assets. Before that, he was Head of Emerging Markets Debt at UBS Global Asset Management. He contributed to various investment management textbooks, has been involved in children’s and financial education throughout his career and is currently a member of the Education Advisory Group of the CFA Society Chicago.
Stefano Cavaglia
Virtual Asset Management
Outsourced Chief Investment Officer
Price: This is a complimentary event
Location: 33 N. LaSalle Street (Lower Level Vault Space)
Agenda: 4:30 doors open for networking, 5:00 discussion starts
CFA Institute PL Qualified Activity
This program qualifies for (1) credit under the guidelines for the CFA Institute Professional Development Program.