Webinars

On-demand access to industry experts discussing latest trends, insights and solutions for the institutional investment community.

Upcoming Webinars

Impact of Size and Age on Hedge Fund Performance: 2003-2013 - A Look at the Results and Methodology

Wednesday, April 30, 2014
11:00am EST (4:00pm BST)

Join Peter Laurelli, Vice President of eVestment's research division, for a live 45 minute presentation and Q&A session to discuss the results and the methodology of the recent Impact of Size and Age on Hedge Fund Performance: 2003-2013 report.

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Recorded Webinars

Standing Out in a Crowded Market

Join John Molesphini and Jerrod Stoller from eVestment, and Matt Crowe from AIMSE Board of Directors, for a 60 minute presentation and Q&A session to explore best practices used by investment managers to separate themselves from their competition.

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Managing RFPs and Database Teams

Join John Molesphini, Senior Vice President of eVestment's Solution Specialists, and our guest speaker, Cindy Zarker, Director, U.S. Asset Management Practice at Cerulli Associates, for a live 60 minute presentation and Q&A session looking at the results of Cerulli's recent survey and extensive report on RFPs and databases.

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Incorporating GIPS Compliance into Sales and Marketing

We invite you to join John Molesphini, Senior Vice President of eVestment's Solutions Specialists, and David Spaulding, CIPM, Founder and CEO of The Spaulding Group, for a live 60 minute presentation and Q&A session discussing how you can incorporate GIPS Compliance into your sales and marketing efforts. 

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A Look at the Results from the Global Flows Portfolio Report

We invite you to join Peter Laurelli, Vice President of eVestment's Research Group for a 30 minute presentation discussing the results of the eVestment Global Flow Portfolios Report.

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Investing in China's Capital Markets for Global Institutional Investors

We invite you to join Jerrod Stoller, Global Head of Sales with eVestment, Aaron Dillion, Managing Director with Harvest Krane, and Grace Zhu, Executive Director of Financial Institutions with the Industrial and Commercial Bank of China (ICBC), for a 60 minute presentation on investing in China's capital markets for global institutional investors.

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A Look at the Results from the Global Flows Portfolio Report

We invite you to join Peter Laurelli, Vice President of eVestment's Research Group for a 30 minute presentation discussing the results of the eVestment Global Flow Portfolios Report.

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Finding and Paying for Alpha: How the Search Happens and Where It Is Shifting

We invite you to join Tim Barron, Chief Investment Officer with Segal Rogerscasey, and Matt Crisp, Co-Founder of eVestment, for a 50 minute presentation on finding and paying for alpha within an alternative investment portfolio - directly from one of the leading consultants in the industry.

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Working Effectively with Consultants

We invite you to join Donna Szeto, a senior consultant with NEPC and Tate Haymond, a senior VP from eVestment, for a 50 minute presentation on best practices for asset managers when working with consultants - directly from one of the leading consultants in the industry.

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The Power of Institutional Investments in Hedge Funds

Matt Crisp from eVestment, Sandy Kaul from Citi Prime Finance, and Mitch Ackles from the Hedge Fund Association, give a 40-minute presentation and Q&A session on how hedge funds are benefiting from increased institutional allocations.

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Understanding Portfolio Risk for Institutional Investors - Advanced Risk Analysis

We invite you to join Randy Jones from PerTrac, and Caroline Bault from CAIA, for our second and final webinar in this series on portfolio risk for institutional investors. This live 40-minute presentation and Q&A session will focus on advanced portfolio risk analysis. This webinar discusses the distribution fitting in fat-tail analysis, constructing portfolios to reduce risk measures explained in Part 1, specific risks associated with alternatives, analyzing manager exposures and lots more.

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Understanding Portfolio Risk for Institutional Investors - An Introduction

Join Randy Jones of PerTrac and Caroline Bault of CAIA for a live one-hour presentation and question session on understanding portfolio risk for institutional investors. In this webinar they discuss the appropriate risk measures for measuring and managing risk, understanding return distribution characteristics, comparing normal distribution assumptions with fat-tail distributions and probability analysis using Monte Carlo Simulations. The webinar covers risk measures, correlation analysis, tail risk analysis including VaR and ETL, distribution characteristics such as Skewness, Kurtosis, Omega, STARR and RACHEV, and probability distribution analysis.

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Best Practices to Attract Investors Through Third-Party Databases

Consultant and third-party databases are your store-front windows for the Institutional Investment community. And, with mandates becoming increasingly competitive, ensuring your data's accuracy and timeliness has never been more vital. How do you know which databases to focus on? What data is really important to provide? How can you increase your inclusion in searches - and finals presentations?

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Attract and Retain Institutional Investments for Hedge Funds

Consultant and third-party databases provide a unique store-front window to promote your strategies to the institutional investor community. These databases can also provide market intelligence on how assets are flowing, how consultants/investors are "shopping" and where competitors are gaining ground.

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A Look at Investment Trends Through the Eyes of Investment Consultants

Join Lois Peltz, President of Infovest21, for a 40 minute presentation and Q&A session on developments and trends in institutional allocations. In this webinar, attendees will hear the latest results from Infovest21's research and learn about; what criteria investment consultants use when selecting hedge funds/FoHFs, which hedge fund/FoHF strategies most interest investment consultants, how performance affects allocation, benchmarking and more.

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Effective Risk Management For Family Offices - Investment Analytics Best Practices

Join Tate Haymond, Managing Director of PerTrac, and Jon Carroll, CEO of Family Office Metrics, for a one hour interactive session on Risk Management for Family Offices. This webinar provides an educational overview of three tiers of risk analysis. Attendees will learn how to evaluate portfolio risk, and receive a practical explanation of key risk measures including the benefits and the shortcomings of each measure. Topics discussed include: Basic Analytics (Sharpe Ratio, Value at Risk (VAR), Monte Carlo Analysis, Expected Tail Analysis), Intermediate Analytics (Fat-tail Analysis, Factor Analysis, Market Shock and Stress Testing, Risk Budgeting), Advanced Analytics (Portfolio Liquidity Risk Management, Exposure Roll Ups) and more.

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Forward Looking Risk For Investors Utilizing Returns and Positions-based Approaches

We invite you to join Randy Jones of PerTrac and Yana Vardarska of FinAnalytica for a one-hour presentation and question session on analyzing risk in investor portfolios using returns-based and positioned-based risk analysis. We will discuss the myths and realities of each approach and show how they can be leveraged to model and manage the risk in real portfolios. You will learn about returns-based and position-based risk management including how fat-tailed analytics can transform risk management, choosing the best method for a particular investment portfolio and situation and unique insights that can be drawn from each approach.

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Fund Allocation Challenges In Turbulent Times

PerTrac and Hedgeweek invite you to join Simon Gray, Managing Editor of Hedgeweek, to view a 40-minute presentation and Q&A session on challenges and choices facing allocators in turbulent times. This webinar examines issues such as: Do established measures of risk still provide meaningful information? What alternatives are there? Can alternative strategies consistently outperform traditional long-only investment? Is it time to rethink standard geographical allocation criteria? Are information and analysis tools used by allocators and investors up to the job? Is it time to rethink the whole investment decision-making process?

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Enhancing Portfolio Performance and Mitigating Risk with Alternatives

In this webinar, Randy Jones, Director of Product Management at PerTrac, will review the challenges that institutional investors face in selecting alternative investment managers and constructing resilient portfolios that balance risk and reward.

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Institutional Asset Allocation: Latest Trends From Pensions, Family Offices & Endowments

In this webinar, which is the second in a series sponsored by PerTrac, you will hear the latest results from Infovest21’s research and learn about: Changes in traditional investments, Diversification of asset types (alternatives and more), trends with absolute return, and specific institutional investor case studies.

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Institutional Investing - Implications For Hedge Funds And Fund Of Funds

In this webinar, Lois Peltz, President and Founder of Infovest21 discusses developments and trends in the institutional space. You will hear about pension underfunding and pensions' search for structural efficiency as well as the implications for funds of funds, medium-sized hedge funds, multi-strategy funds, and managed accounts/funds of one.

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Building Resilient Portfolios

In this webinar, we review a complete analytic framework for qualitative and quantitative screening along with patented fat-tailed risk analysis. We demonstrate why traditional statistics and tools of risk analysis are likely to miss red flags in your portfolio.

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