Diversifying Away Equity Exposure

On 3/14/2017, we hosted a webinar featuring Robert Bernstein and Andrew Weisman. Rob and Andy discussed trends in portfolio construction and risk management.

Webinar Highlights:

  • Trends from sophisticated investors surrounding portfolio construction
  • Investigating strategies for reducing equity exposure
  • Understanding true levels of diversification in a portfolio
  • Intended and unintended exposures
  • Different types of risk mitigating strategies
RECORDING AVAILABLE
CHECK OUT THE DECK ON SLIDESHARE

 

ABOUT THE SPEAKERS

ROBERT BERNSTEIN is a Managing Partner and Head of Business Development at Windham Capital Management, LLC.  He joined Windham in 2012 and is the head of sales and client relationships.  Before joining Windham Capital, Rob served as U.S. Head of Business Development and Managing Director of BNP Paribas Investment Partners, where he designed and executed a U.S. business strategy for multiple client segments. Prior to that, he was Head of Business Development and Managing Director at AG Asset Management, LLC. Earlier in his career, Rob was a Principal and Senior Vice President for Webster Investment Management, LLC, the strategic investment arm of Gordon Getty’s family office in San Francisco, and Senior Vice President for GE Asset Management.

ANDREW B. WEISMAN is a Managing Partner of Windham Capital Management and Portfolio Manager for Windham Liquid Alternatives. Mr. Weisman has more than 25 years of experience as a portfolio manager of alternative investment strategies. Prior to joining Windham in 2016, Mr. Weisman was the Chief Investment Officer of Janus Capital’s Liquid Alternative Group from 2012 to 2016. Prior to joining Janus Capital, he was Chief Executive Officer of WR Managed Accounts, LLC from 2008 to 2012. In 2002 he was awarded the Bernstein Fabozzi/Jacobs Levy Award for outstanding article published in the Journal of Portfolio Management. In 2016 he was awarded the Roger F. Murray Prize (First Place) by the Institute for Quantitative Research in Finance. He is also a Board Member of the International Association for Quantitative Finance and President of the Society of Columbia Graduates.

CHECK OUT THE DECK ON SLIDESHARE
By | 2017-04-20T18:13:35+00:00 March 14th, 2017|Windham Webinar Series|

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