Conference Materials

2019

Focus Session II - Complex Investment Strategies and Exchange Traded Products

Tuesday, May 7, 2019 2:30 PM - 4:30 PM

Speakers

Yasmin Dahya

Executive Director
Head of Americas Beta Specialist Team
J.P. MORGAN ASSET MANAGEMENT
New York, New York

Speaker Bio
Peter Epstein

Vice President, Alternatives Solutions
Group - Americas 
J.P. MORGAN ASSET MANAGEMENT
New York, New York

Speaker Bio
Joshua Levine Speaker Bio

Session Description

This session will cover the risks, challenges and opportunities in the ever evolving landscape of exchange traded products and complex investment strategies. The session will be divided into two parts. First, Yasmin will discuss the evolution of exchange traded products. She will review passive, strategic beta an-nally active strategies that are delivered in these vehicles. The session will focus on how these vehicles are utilized, their role in portfolio construction, liquidity and challenges associated with due diligence. In the second part of the session, Peter will focus on complex alternative strategies. Peter will cover both private and liquid investment strategies. He will discuss the most common invest-ment options, their role in portfolio construction, risks, suitabil-ity and common challenges associated with research and due diligence.

Session Material

Complex Investment Strategies and Exchange Traded Products