CFA Society Philadelphia Presents: The Role of Alternatives in Investor Portfolios

Institutional investors and private wealth managers are struggling to meet historical returns figures through traditional investments such as equity and fixed income and so have increased their allocations to alternatives.

The percentage of the allocations in a portfolio to alternatives has nearly tripled over the last 20 years, and continues to be an area that clients are looking to diversify into in search of these return objectives. For example, the state of New Jersey has increased their alternative exposure from nearly zero ten years ago to over 30 percent today.

Join CFA Society Philadelphia for an informative panel discussion on the use of alternative investments in portfolio construction.

Panelists include:

Abdur Nimeri, PH.D., Senior Investment Strategist, Northern Trust Asset Management Abdur Nimeri is a Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs), focusing on ETF strategy and product development. He brings factor-based investing expertise to the team and has published in top academic journals. Prior to being named Senior Investment Strategist, Abdur worked in portfolio research for Northern Trust’s Wealth Management Group, focusing on factor-based research, portfolio construction/design and manager selection. Before joining Northern Trust, Abdur was the Riley Professor of Physics at Colorado College. Abdur earned a B.S. in Chemistry from Iowa State University, an M.S. in Financial Mathematics from the University of Chicago and a Ph.D. in Physical Chemistry from Ohio State University.

Evan Rudy, CFA, Director, Deutsche Bank Asset Management Evan is the Portfolio Manager for Liquid Real Asset Product based out of Chicago. Prior to joining Deutsche Bank in 2007, he was an analyst at the Townsend Group. He holds a BS in Finance from Miami University and is a CFA Charterholder.

Floyd Tyler, PH.D, CFA, President and CIO, PreserverPartners, LLC Dr. Tyler founded PreserverPartners, LLC in July 2009 and serves as the Chief Investment Officer and Portfolio Manager for all Preserver funds. Prior to Preserver, he was a Partner at Gerber/Taylor Capital Advisors, a consulting and fund management firm, and President and Director of Research of its $13 billion institutional consulting subsidiary from 1999-2009. From 1996-1999, Dr. Tyler was an Assistant Professor of Finance at the University of Memphis. He is a CFA charterholder and holds a Bachelor of Business Administration in Economics from The University of Tennessee, a Master of Science from Carnegie Mellon University and a Ph.D. in Finance from The Florida State University.

Moderator: George Tsetsekos, PhD, Professor of Finance and Dean Emeritus, Drexel University LeBow College of Business Dr. Tsetsekos is the Francis Professor of Finance and Dean Emeritus at LeBow’s College of Business at Drexel University. He served as dean of the college from 2002 to 2012. Dr. Tsetsekos’ extensive research covers the broad areas of corporate finance, investments, and international finance. He has published his research in many journals, including The Journal of Financial Economics, Journal of Banking & Finance, The Journal of Portfolio Management and Journal of International Business Studies. He is the author of books on finance and international capital markets and has served on editorial boards for several academic journals.

The panel discussions will be followed by refreshments and light bites.

This event is FREE to all students.