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CFA Institute / EDHEC Advances in Asset Allocation Seminar - Participant Profiles

Previous Seminar Participants

    

The 2008 editions of the seminar attracted a large cross-section of buy- and sell-side institutions from twenty-three countries worldwide.

Global giants, national champions, and small boutiques were represented by their senior officers and investment specialists.

Participants included practitioners with the following functions and from the following types of institutions:


   

Functions:

• Chief executive officers/Managing directors
• Chief investment officers/Directors of investments
• Heads of asset allocation/investment strategy/ALM
• Heads of investment solutions/structuring/financial services
• Portfolio managers
• Risk managers
• Senior analysts and investment officers
• Senior investment advisers/consultants
• Senior research officers


   

Institutions

• Asset management companies
• Consultancies
• Insurance and reinsurance companies
• Investment banks
• Non-financial companies
• Pension funds, endowments and foundations
• Private banks
• Research firms
• Sovereign wealth funds



Sample Testimonials from Previous Participants

  • "Probably the best learning experience I have had on the topic."
    Jose Vidrago
    Head of Research & Operations, IGFCSS, Portugal
    Past participant

  • "This seminar is state-of-the-art, offering very deep insights into risk management and modelling techniques that reflect the pros and cons of each solution. Supplemented with most recent research studies, this seminar enables investors to achieve an edge."
    Jochen Menssen, CFA
    Portfolio Manager, E.ON, Düsseldorf, Germany
    Past participant

  • "Excellent seminar brining together the latest in risk management with better asset management solutions."
    Alwin Oerlemans, CFA
    Deputy Director Institutional Clients, Cordares, The Netherlands
    Past participant

  • "The course is valuable in that it introduces an array of tools that can be used to formulate the asset allocation process. Its generic nature implies that the techniques are applicable across all markets."
    Guy Fletcher,
    Chief Investment Officer, PeregrineQuant, Cape Town, South Africa
    Past participant

  • "Great to meet people facing exactly the same challenges in terms of asset allocation."
    Manuel Streiff, CFA
    Investment Strategist, Lombard Odier Darier Hentsch & Cie, Switzerland
    Past participant

  • "An excellent support for private wealth management."
    Diego Caballero Yañez, CFA
    Portfolio Manager, Santander Private Banking, Switzerland
    Past participant


CFA Institute / EDHEC Advances in Asset Allocation Seminar: