Hedge Funds' Role in Asset Allocation and Portfolio Construction
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   Thursday, June 2nd  |  Hedge Funds' Role in Asset Allocation and Portfolio Construction

Modern Portfolio Theory was developed in 1952, only three years after the first hedge fund was launched. Both MPT and hedge funds likely existed independent of each other for many years.

Over the past 15-20 years hedge funds have moved from definitely being an "alternative" to much more mainstream acceptance. No investment officer talks of their allocation to mutual funds, yet there are those who talk about allocations to hedge funds.

Today, when considering asset allocation and portfolio construction, allocators more and more look through the structure to the underlying investment strategies and risk factors. Long-short equity is being grouped with global equities and macro with diversifying strategies.

Join us as we discuss this evolution and hear first-hand how today's leading investment professionals are thinking about hedge funds' role in portfolio construction and asset allocation.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484

 

5:00 - 6:00 - Registration, Cocktails and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking

 

Jenna Bussman-Wise, CAIA - Vice President, AIG Investments

Ms. Bussman-Wise joined AIG Investments in 2012 as a Vice President and is currently part of the team responsible for investing and allocating a $10 Billion portfolio of hedge fund investments on behalf of AIG subsidiaries. Ms. Bussman-Wise has been involved in the hedge fund industry in various capacities for her entire career.

Prior to joining AIG, she served as an institutional sales person on the listed derivatives desk at Deutsche Bank Securities. From 2007-2009 she worked as a research analyst at Adair Capital, LLC, an investment advisor that managed multiple funds of hedge funds.

From 2005-2007 Ms. Bussman-Wise worked as the Due Diligence Manager at Channel Capital, LLC, a institutional capital raising firm within hedge fund industry. She started her career in 2002 at Chubb Insurance Company within the Department of Financial Institutions where she specialized in underwriting hedge fund and private equity firms.

Ms. Bussman-Wise received her BA in Economics from Hamilton College and MBA from New York University’s Stern School of Business where she specialized in both Financial Instruments & Markets and Leadership & Change Management. She holds the Chartered Alternative Investment Analyst (CAIA®) designation.

 

Julia Mord - Director, Tulane University Investment Office

Julia joined Tulane University’s Investment Office in May 2014 and is responsible for the Marketable Alternatives portfolio.

From 2006 to April 2014, Julia was an investment officer at AI International, a NYC-based family office, where she was responsible for co-managing a multi-asset class portfolio with a significant allocation to hedge funds.

Prior to her experience at AI International, Julia worked at Jefferies & Company and Ernst & Young. Julia has a BA in Economics from the University of Chicago, an MBA from The Wharton School at the University of Pennsylvania, and is a CAIA charterholder.

 

David Burke, Partner - Client Solutions - MKP Capital Management

Mr. Burke is a Partner - Client Solutions primarily focused on marketing and strengthening existing client relationships. Prior to joining the firm in 2011, Mr. Burke served as the Head of Strategic Initiatives at Arrowhawk Capital Partners from 2009 to 2011, leading all marketing and client development initiatives.

Prior to Arrowhawk, Mr. Burke worked as the Head of Client Product Services for DEPFA Bank leading client and proprietary municipal derivatives, tender option bond, municipal reinvestments and public pension coverage businesses.

In 2004, Mr. Burke was a volunteer and member of the National Finance Committee for Bush-Cheney ‘04. In 2003, Mr. Burke founded Silverhurst Group LLC; acting as full-time outsourced corporate finance and COO for a single-family office.

Prior to Silverhurst, Mr. Burke was a Vice President in Debt Capital Markets at Merrill Lynch originating cash and derivatives transactions across the capital structure for clients in EMEA and the US, focusing on emerging markets and financial institutions.

Mr. Burke serves on the Board of Directors for the Connecticut Hedge Fund Association. He received a B.S. in Management from Binghamton University (1992).

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