Alternative Exchange

2024 Alternative Exchange Highlights


Session Recap & Replays


Component 1 (4) Bull vs. Bear: Perspectives from Industry Leaders

  • There are always opportunities in both bullish and bearish scenarios, so investors should navigate the market with a balanced approach and thoughtful, proactive investment strategies.

  • While the market presents opportunities in a "risk-on" environment, investors should adjust their expectations due to already strong returns and limited valuation support and focus on thoughtful, research-driven investing rather than relying on broad, passive strategies.

  • Traditional 60/40 portfolios have been less effective recently due to the increased correlation between stocks and bonds. Investors should consider seeking diversification through dividend growth, value stocks, and less-crowded areas like small and mid-cap stocks, as opposed to relying solely on traditional asset classes.

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Component 1 (4) Navigating the New Geopolitical Landscape: A Conversation with Peter Zeihan

  • There are three major factors that shape a nation's possibilities: technology, geography and demographics. These factors—such as advancements in industrialization, access to energy resources, and the balance between different age groups—determine what is achievable for a country or culture.

  • The future will require a shift in how we allocate resources and approach industrial and economic strategies.

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Component 1 (4) Building Resilient Portfolios with the Total Portfolio Approach

  • Traditional asset allocation models can be rigid, forcing investments into predefined categories, limiting flexibility, and potentially missing opportunities when an investment don't fit specific buckets.

  • The Total Portfolio Approach (TPA) offers flexibility, enabling dynamic and timely investment decisions based on current market conditions, rather than being constrained by set allocations.

  • In the 40/30/30 framework, alternative investments (30% of the portfolio) are divided into enhancers, diversifiers, and inflation protectors, offering more flexibility and better alignment with the risk-return profile.

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Help Shape Next Year's Event


Featured Speakers


Peter Zeihan Follow me on LinkedIn

Geopolitical Strategist & Bestselling Author

David Picton Follow me on LinkedIn

President and CEO
Picton Mahoney

Steven Novakovic Follow me on LinkedIn

Managing Director, Educational Programming
CAIA

Robert Wilson Follow me on LinkedIn

Head of Portfolio Construction Consultation Service
Picton Mahoney

Sofia Gertsberg Follow me on LinkedIn

Managing Director, Head of Quantitative Investment Science
HarbourVest Partners

Prof. Ludovic Phalippou Follow me on LinkedIn

Professor of Financial Economics
Saïd Business School, University of Oxford

Brian Belski Follow me on LinkedIn

Chief Investment Strategist
BMO Capital Markets

Mike Wilson Follow me on LinkedIn

Chief Investment Officer & Chief U.S. Equity Strategist
Morgan Stanley

Neil Simons Follow me on LinkedIn

Portfolio Manager, Head of Multi-Strategy
Picton Mahoney

Travis Irwin Follow me on LinkedIn

Portfolio Manager, Canadian Small Cap Equities
Picton Mahoney

Andrei Vaduva Follow me on LinkedIn

Managing Director, Co-Head Portfolio Management
Partners Group