News & Events

The start of a new year and a new decade is an opportune time to reflect on mega-trends that will be consequential over the next ten years—including the investment opportunities they present. Liqian Ma, Head of Impact Investing Research, will discuss investment implications related to technological disruption, demographic trends, and the decoupling of the US and China, with colleagues Celia Dallas, Chief Investment Strategist, and Wade O’Brien, Managing Director, Capital Markets Research. Click here to register. Please note, this webinar is intended for CA clients and prospective clients.

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This event is dedicated to discussing the opportunities and challenges facing investors across a wide range of topics including real estate, infrastructure, private equity, private debt, and hedge funds. Investment Managing Director Indeesh Tangeraas will lead a table discussion on ‘Setting Appropriate Risk Levels in the Alternatives Investment Process’ and Investment Director Trudi Boardman will lead a separate panel in the innovative investments stream, on ‘Building a Sustainable Alpha Portfolio’. Visit Website »

Investment Directors Lauren Palmer and Nick Werner will host a table discussion on “Managing Portfolios through an Equity Market Downturn,” addressing topics such as portfolio liquidity, diversification challenges, and behavioral roadblocks. Visit Website »

Deborah Christie, Managing Director, will participate in a panel that examines gender balance in the financial sector. Panelists will discuss current corporate culture, the relationship between venture capital and female entrepreneurs, and how business leaders can actively and intentionally drive change towards gender equity. This annual conference is hosted by the Women’s Student Association at Harvard Business School. Visit Website »

Sure, you may have spent the last few years planning for a rising rate environment. But rates are again falling—even turning negative in some markets—and bringing with them a more painful investing environment. Serge Agres, Senior Investment Director, will lead a discussion on both the rate plunge’s impact on your return seeking, and liability hedging portfolios. For more on this topic, check out Serge’s most recent paper: Liability-Hedging Strategies for US Plan Sponsors in the Low Interest Rate Era. Visit Website »