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 show that factor returns are cyclical and how this can be exploited in a Total Portfolio Management approach to create portfolios with lower risks and higher returns.
Learning Objectives:
1. Understanding the key differences between Total Portfolio Management and Strategic Asset Allocation.
2. Exploiting the cyclicality of factor returns.
3. Using factor portfolios to reduce risk, enhance returns and adjusting factor exposures to investors’ risk tolerance.
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.