12:45–1:30 p.m.

Sponsored Corporate Presentations with Dessert

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, tactics, and insights for successful investment management and financial analysis from senior-thought leaders at leading financial services firms.

BlackRock: Innovating the Investment Process—Big Data and ESG
Antonio (Tony) DeSpirito
Managing Director
BlackRock

  • Hear ideas from a leading fundamental active equity investor.
  • Learn why alternative data and ESG insights are critical to enhancing investment processes and improving long-term outcomes.
  • Discover how markets are pricing sustainability and why ESG analysis may be the newest source of alpha.

Diamond Hill Capital Management: Finding Value in a Growth-Driven World
Heather Brilliant, CFA
Chief Executive Officer and President
Diamond Hill Capital Management

Austin Hawley, CFA
Chief Investment Officer and Portfolio Manager
Diamond Hill Capital Management

  • After one of the worst decades in value’s history, many investors are wondering whether value investing is due for a comeback or whether it is no longer effective in today’s dynamic economy.
  • Explore the evidence on both sides of the debate, including which of value’s headwinds are cyclical versus structural.
  • Examine a few of the drawbacks associated with some of the most popular metrics used by many value investors, and learn where we are still finding value in a growth-driven world.

eVestment: Session to be Announced

FactSet: Session to be Announced

Glenmede Investment Management: Battling Bias: Integrated into Asset Allocation
Sean Heron, CFA
Portfolio Manager
Glenmede Investment Management LP

Stacey Gilbert
Portfolio Manager
Glenmede Investment Management LP

  • See how behavioral bias finds its way into market pricing.
  • Learn about the impact of such biases on investment decisions using common biases, including loss aversion, overconfidence, and herding.
  • Find out how behavioral bias can be harvested from the volatility risk premium embedded in option prices.

Truist: Alternative Investments and the Future of Multi-Asset Portfolio Management

  • What challenges and opportunities come with integrating less liquid and more opaque strategies in a multi-asset portfolio for both taxable and tax-exempt investors?
  • How do institutional and UHNW advisers address client/board education, benchmarking and reporting, risk transparency, and drafting effective investment policy statements?
  • Addressing questions about manager access, capacity, and opportunities for co-investment
  • The potential value and drawbacks of “retailization” of non-traditional strategies
  • Mapping traditional asset class performance to various alternative investment strategies
  • Operational and technology challenges for portfolio management and risk reporting