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
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