Tactical Trading Symposium North America 2022

Where allocators and managers meet to discuss the latest in macro and managed futures strategies

Tuesday, April 26, 2022 - New York | 8.30am ET - 6pm ET

Tactical trading strategies – those that use derivatives as their primary tool to access underlying asset classes – offer investors many benefits, but they are often misunderstood. AlphaWeek's Tactical Trading Symposium is an in-person event, curated specifically for investors and managers, to discuss challenges, solutions, and opportunities. Join us in New York in April 2022 and gain insights how to position your portfolio in a world with increasing macro uncertainty.

MANAGER REGISTRATION       INVESTOR REGISTRATION      

Agenda

0830 - 0900: Registration, Breakfast

0900 - 0910: Opening Remarks

0910 - 0940: Session 1: Presentation: State of the Tactical Trading Industry: Size, Investor Flows, Performance

AlphaWeek’s Greg Winterton will present an overview of the tactical trading sector of the hedge fund industry, analysing asset flows, fund performance, and more, based on data provided by eVestment, to set the scene as to the state of the tactical trading corner of the hedge fund industry

Presenter: Greg Winterton, Founder, Managing Editor, AlphaWeek

0940 - 1025: Session 2: Panel: Busting The Myths About Tactical Trading Strategies

What started out as systematic trend following has evolved into a subset of the hedge fund industry that features many different approaches and exposures. This panel explains – and debunks – the myths about tactical trading strategies that still permeate through the industry.

Moderator: Greg Winterton, Founder, Managing Editor, AlphaWeek

Speaker: Lee Gladden, CEO and Portfolio Manager, Witherspoon Asset Management

Speaker: Jon Stein, Managing Partner, Kettera Strategies

1025 - 1055: Networking Break

1055 - 1140: Session 3: Panel: ESG: What's Holding Macro and Managed Futures Strategies Back?

Investors’ interest in ESG-related compliance continues to grow. How can macro and managed futures strategies position themselves as allies to investors in the ESG arena? Why is it so hard to create consensus for what ESG mean for Tactical Traders?

Moderator: Greg Winterton, Founder, Managing Editor, AlphaWeek

Speaker: Gregory C. Beier, Macro ESG Strategist, Sustainability Arbitrage

Speaker: Decio Nascimento, Founder & Chief Investment Officer, Norbury Partners

Speaker: William Nichols, Team Lead, Climate and Resilience, Verisk Maplecroft

1140 - 1225: Session 4: Panel: To China, Or Not To China?

China continues to open up its futures markets, offering opportunities for tactical trading managers in less crowded trades. This panel explores the outlook for tactical trading in China, from both a manager and investor perspective.

Moderator: Greg Winterton, Founder, Managing Editor, AlphaWeek

Speaker: Matt Brown, President & COO, MSR Indices

Speaker: June Zuo, Partner, Oriental Financial

1225 - 1330: Lunch

1330 - 1400: Session 5: Fireside Chat:

Speaker: Sam Diedrich, Managing Director, Head of Absolute Return and Credit, Partners Capital

interviewed by Jon Stein, Managing Partner, Kettera Strategies

1400 - 1445: Session 6: Panel: Inflation Is Back. Or Is It? Regardless, Tactical Trading Never Went Away

Inflation is no longer transitory, and commodities may be on the edge on a new super cycle after years of underinvestment.  Is this enough to create the require returns and to rekindle investor attention? This panel explains which tactical trading strategies should prosper, and why, in a higher inflationary environment.

Moderator: Greg Winterton, Founder, Managing Editor, AlphaWeek

Speaker: Tom Glanfield, Founding Partner & Portfolio Manager, Quantix Commodities

Speaker: Robert E. Kiernan III, Principal and Chief Executive Officer, Advanced Portfolio Management

1445 - 1515: Networking Break

1515 - 1600: Session 7: Panel: Portfolio Construction And Tactical Trading Strategies

Tactical trading strategies tend to be lumped in the diversification bucket but there is much more to them than that. This panel explains the different ways tactical trading strategies can be employed in an investor’s portfolio and why the diversification angle isn’t necessarily the right one.

Moderator: Greg Winterton, Founder, Managing Editor, AlphaWeek

Speaker: Brian Moss, Founder & CEO, Soaring Capital Management

Speaker: Brian Shapiro, CEO, ALTSMARK

Speaker: Michael Spelman, CIO, Spelman Investment Group

1600 - 1630: Session 8: Fireside Chat:

Speaker: Julia Bonafede, Co-Founder, Rosetta Analytics

interviewed by Greg Winterton, Managing Editor, AlphaWeek

1630 - 1640: Closing Remarks

1640 - 1730: Cocktail reception

 

Speakers

Gregory C. Beier, Macro ESG Strategist, Sustainability Arbitrage

Julia Bonafede, Co-Founder, Rosetta Analytics

Matt Brown, President & COO, MSR Indices

Sam Diedrich, Managing Director, Head of Absolute Return and Credit, Partners Capital

Lee Gladden, CEO and Portfolio Manager, Witherspoon Asset Management

Tom Glanfield, Founding Partner & Portfolio Manager, Quantix Commodities

Robert E. Kiernan III, Principal and Chief Executive Officer, Advanced Portfolio Management

Brian Moss, Founder & CEO, Soaring Capital Management

Decio Nascimento, Founder & Chief Investment Officer, Norbury Partners

William Nichols, Team Lead, Climate and Resilience, Verisk Maplecroft

Brian Shapiro, CEO, ALTSMARK

Michael Spelman, CIO, Spelman Investment Group

Jon Stein, Managing Partner, Kettera Strategies

June Zuo, Partner, Oriental Financial

SPEAKER BIOS

 

 

Co-Producer

 

Sponsors

 

 

 

Host 

 

Covid-19

New York City requires anyone aged 12 and older to show proof of vaccination to participate in commercial events. Eligible proof of vaccination includes the NYC COVID Safe App, the New York State Excelsior App, a photo or hard copy of a CDC vaccination card, official vaccine record, or a photo or hard copy of an official vaccination record of a vaccine administered outside the United States for one of the following vaccines: AstraZeneca/SK Bioscience, Serum Institute of India/COVISHIELD and Vaxzevria, Sinopharm, Sinovac or Covaxin.

 

Registration

MANAGER REGISTRATION       INVESTOR REGISTRATION      

 

Venue

RSM, 151 W 42nd St., 19th Floor, New York, NY, 10036