BEGIN:VCALENDAR PRODID:-//eluceo/ical//2.0/EN VERSION:2.0 CALSCALE:GREGORIAN BEGIN:VEVENT UID:c6fdc82768fa9944fc1711375b38acd8 DTSTAMP:20240503T071445Z SUMMARY:CFA Society Philadelphia Presents: The Role of Alternatives in Inve stor Portfolios DESCRIPTION: \n\nInstitutional investors and private wealth managers are st ruggling to\nmeet historical returns figures through traditional investmen ts such\nas equity and fixed income and so have increased their allocation s to\nalternatives.\n\nThe percentage of the allocations in a portfolio to alternatives has\nnearly tripled over the last 20 years\, and continues t o be an area\nthat clients are looking to diversify into in search of thes e return\nobjectives. For example\, the state of New Jersey has increased their\nalternative exposure from nearly zero ten years ago to over 30 perc ent\ntoday.\n\nJoin CFA Society Philadelphia for an informative panel disc ussion on\nthe use of alternative investments in portfolio construction.\n \n_Panelists include:_\n\nABDUR NIMERI\, PH.D.\, SENIOR INVESTMENT STRATEG IST\, NORTHERN TRUST\nASSET MANAGEMENT Abdur Nimeri is a Senior Investment Strategist for\nFlexShares Exchange Traded Funds (ETFs)\, focusing on ETF strategy and\nproduct development. He brings factor-based investing exper tise to the\nteam and has published in top academic journals. Prior to bei ng named\nSenior Investment Strategist\, Abdur worked in portfolio researc h for\nNorthern Trust’s Wealth Management Group\, focusing on factor-bas ed\nresearch\, portfolio construction/design and manager selection. Before \njoining Northern Trust\, Abdur was the Riley Professor of Physics at\nCo lorado College. Abdur earned a B.S. in Chemistry from Iowa State\nUniversi ty\, an M.S. in Financial Mathematics from the University of\nChicago and a Ph.D. in Physical Chemistry from Ohio State University.\n\nEVAN RUDY\, C FA\, DIRECTOR\, DEUTSCHE BANK ASSET MANAGEMENT Evan is the\nPortfolio Mana ger for Liquid Real Asset Product based out of Chicago.\nPrior to joining Deutsche Bank in 2007\, he was an analyst at the\nTownsend Group. He holds a BS in Finance from Miami University and is\na CFA Charterholder.\n\nFLO YD TYLER\, PH.D\, CFA\, PRESIDENT AND CIO\, PRESERVERPARTNERS\, LLC Dr.\nT yler founded PreserverPartners\, LLC in July 2009 and serves as the\nChief Investment Officer and Portfolio Manager for all Preserver\nfunds. Prior to Preserver\, he was a Partner at Gerber/Taylor Capital\nAdvisors\, a con sulting and fund management firm\, and President and\nDirector of Research of its $13 billion institutional consulting\nsubsidiary from 1999-2009. F rom 1996-1999\, Dr. Tyler was an Assistant\nProfessor of Finance at the Un iversity of Memphis. He is a CFA\ncharterholder and holds a Bachelor of Bu siness Administration in\nEconomics from The University of Tennessee\, a M aster of Science from\nCarnegie Mellon University and a Ph.D. in Finance f rom The Florida\nState University.\n\n_Moderator:_ GEORGE TSETSEKOS\, PHD\ , PROFESSOR OF FINANCE AND DEAN\nEMERITUS\, DREXEL UNIVERSITY LEBOW COLLEG E OF BUSINESS Dr. Tsetsekos is\nthe Francis Professor of Finance and Dean Emeritus at LeBow’s\nCollege of Business at Drexel University. He served as dean of the\ncollege from 2002 to 2012. Dr. Tsetsekos’ extensive res earch covers\nthe broad areas of corporate finance\, investments\, and int ernational\nfinance. He has published his research in many journals\, incl uding The\nJournal of Financial Economics\, Journal of Banking & Finance\, The\nJournal of Portfolio Management and Journal of International Busines s\nStudies. He is the author of books on finance and international\ncapita l markets and has served on editorial boards for several\nacademic journal s.\n\nThe panel discussions will be followed by refreshments and light\nbi tes.\n\nThis event is FREE to all students.\n DTSTART:20180124T220000Z DTEND:20180125T000000Z LOCATION:Gerri C. LeBow Hall\, 3220 Market Street\, 220\, Philadelphia\, PA 19104 END:VEVENT END:VCALENDAR