Alternative Exchange
November 12
Design Exchange
[Broadcasting live from Toronto]
Elevate. Explore. Exchange.
The wait for the event is over!
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Join us on Tuesday, November 12, for our third annual Alternative Exchange for advisors. We are hosting this year's event at the Design Exchange in Toronto, with a virtual option available to those who can't join us in person.
This isn’t your usual product-pushing fund company conference. This is an intensive afternoon of discussions with leading global experts in geopolitics, market structure/strategy, portfolio construction and private assets—all designed to provide valuable insights for you to help your clients.
You won’t want to miss this!
Please note: we will be applying for CE credits after the event - you are required to attend for the duration of the event to be eligible.
Register to attend in-person
Event Agenda
12:15 - 12:30 pm |
Registration |
12:30 - 1:00 pm |
Lunch |
1:00 - 1:05 pm |
Opening Remarks and Intro |
1:05 - 1:50 pm |
| Bull vs. Bear: Perspectives from Industry Leaders "How do you balance short-term volatility with long-term growth?" "Is traditional stock picking still crucial in the age of passive investing?" Join David Picton in a discussion with renowned market experts Brian Belski and Mike Wilson as they tackle today’s most pressing investment challenges. From navigating stock-picking strategies to deciphering the latest macroeconomic shifts and policy risks, this session will dive deep into the forces shaping today’s markets. They will emphasize the importance of identifying quality stocks, particularly in small- and mid-cap sectors, while engaging in a lively debate on the impact of inflation, government policy, and global market trends. This is your chance to gain actionable insights and strategies to help your clients manage risk and seize opportunities in a turbulent market.
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1:50 - 2:35 pm |
| The Future of Private Markets Join Professor Ludovic Phalippou, Sofia Gertsberg, Travis Irwin and Andrei Vaduva as they discuss the pros and cons of private versus public investment strategies.
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2:35 - 2:50 pm |
Networking Break |
2:50 - 3:35 pm |
| Building Resilient Portfolios with the Total Portfolio Approach “Using Strategic Asset Allocation to manage risk is like measuring the length of your shadow to figure out how tall you are.” Some of the world’s largest institutions are now managing money using a “Total Portfolio Approach”. Learn the why and how behind this shift in mindset from some of the brightest minds in portfolio construction – including CAIA’s Managing Director of Curriculum, Steven Novakovic.
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3:35 - 4:35 pm |
| Navigating the New Geopolitical Landscape: A Conversation with Peter Zeihan “What are the implications of an imminent economic collapse in China?” “Is the war in Russia only the beginning of more turmoil in the eastern hemisphere?” “What is the longer-term impact on trends like deglobalization and shifts in immigration?” Get ready to be captivated by Peter Zeihan’s keynote session, where he will unravel these questions raised by current geopolitical trends (and more!) with his unparalleled insights. David Picton will join this pivotal conversation that promises to keep you engaged and informed about the future landscape of our globe.
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4:35 - 4:55 pm |
General Q&A |
4:55 - 5:00 pm |
Closing Remarks |
5:00 - 6:00 pm |
Reception with Portfolio Managers (in person only) |
Featured Speakers
Sofia Gertsberg joined HarbourVest in 2016 to lead the Firm’s Quantitative Investment Science team. The team’s objectives are to utilize HarbourVest’s proprietary data set to develop quantitative tools and models to enhance fundamentally-driven investment and portfolio construction process across the firm.
Sofia joined the Firm from State Street Global Advisors, where she was the global head of Fixed Income and Money Market Risk leading the investment risk oversight of assets across active, smart beta, and passive strategies for fixed income, cash, and currency portfolios. Her responsibilities included leading a global team of investment risk managers and analysts, designing and implementing investment risk monitoring framework, setting internal risk limits, and conducting risk management due diligence for outside managers. Sofia was also a voting member of SSGA’s Sub-advisor Oversight and Valuation Committees. Prior to that, she was a market risk manager at State Street Global Markets. She also held a director of analytics role at Debt Exchange.
Sofia received a BS in Economics from the University of Latvia in 2000 and an MBA from Boston University in 2003. She speaks fluent Russian and Latvian.
Andrei Vaduva is Co-Head of the Portfolio Management business unit, based in Zug. He is a member of the Global Investment Committee. He is responsible for the portfolio management of segregated mandates and evergreen programs, primarily for UK and Continental European clients. He has been with Partners Group since 2014 and has 14 years of industry experience. Prior to joining Partners Group, he worked at KPMG and Mercer. He holds a bachelor’s degree in finance from the University of Reading, UK. He is also a CFA charterholder.