[CTIA Event] Managed Futures and Trend Following for Wealth Management
September 21th (Thursday), 4:30 PM - 8:30 PM
Elephant & Castle
111W.Adams St, Chicago,IL 60603
Why managed futures rather than stock funds? Why trend following makes sense under current market environment? What strategy does Man AHL's liquid trend following apply and how does it work? Why alternative investments such as managed futures should be an important part of wealth portfolio management? We are honored to have an opportunity to meet with Mr. Larry Kissko, a client portfolio manager from Man Group, one of the world's largest publicly traded hedge fund company, with $80.9 billion (AUM) under management. In his presentation and following Q/A, Mr Larry Kissko will provide his insights to those questions.
After the presentation, you will also have opportunities to meet and socialize with many local financial professionals. Food and drink will be provided.
4:30 PM - 5:00 PM Sign-in & social
5:00 PM - 5.10 PM Wealth management perspective by Jeff Li
5:10 PM - 5.15 PM Overview of Man Group and Man AHL by Nicole Klotz
5:15 PM - 6:00 PM Man AHL liquid trend following by Larry Kissko
6:00 PM - 6:15 PM Q&A
6:15 PM - 8: 30 PM Free Discussion and Social Networking
Mr. Larry Kissko
Client Portfolio Manager, MBA, Man AHL
Larry Kissko is a Client Portfolio Manager for Man AHL (‘AHL’).Larry joined AHL in July 2014.Prior to this he was at Hermes BPK Partners where he was a partner, member of the Investment Committee and Head of Macro and Systematic strategies. Before Hermes BPK Partners, Larry was at BlackRock where he was a Director within the Alternative Advisors team with due diligence coverage of CTA, macro and quantitative strategies. Larry joined BlackRock via a merger with Merrill Lynch Investment Advisors where he held a similar role with due diligence responsibilities for CTA and macro strategies. Prior to that he was an Associate at Deutsche Bank in both the Deutsche Bank Advisors and Strategic Equity Transactions groups. Prior to that he worked at PaineWebber Incorporated as an investment banking Analyst within the Commercial Real Estate Group.Larry holds an MBA from Duke University and a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.
Overview of Man Group ($80.9B) and Man AHL ($10.9B) Man AHL Liquid Trend Following Strategy: how it works and how it performs.
Mr. Jeff Li
Financial Advisor, Speaker
Jeff Li is a financial adviser for Morgan Stanley, building investment portfolios for clients with alternative investments including private equity, hedge funds, private real estate, and managed futures. Prior to joining Morgan Stanley, Jeff was trading securities and futures for 10 years. Jeff earned his B.S. in physics from Wuhan University, did Ph.D study for 4 years in computer & electrical engineering and earned an MBA in finance from Wayne State University in Michigan.
Ms. Nicole Klotz
Regional Director, Man Investments
Nicole Klotz is the Mid-West Regional Director for Man Investments. She works with investment professionals focused on risk management and alternative investments across various wealth channels. Prior to joining Man, Nicole worked at Morgan Stanley for 8 years as a Financial Advisor and Family Wealth Advisor. Nicole graduated from Purdue University and is also fluent in Spanish.
Registration: Register and Pay
Participants: Open to CTIA members, Student and the General public are welcome.
Location of 9/21 Event: Elephant & Castle , 111 W. Adams St, Chicago, IL 60603
Attire: Business casual recommended.
Food/drinks: Food and drink will be provided.
Participation of Single Event:
$20 for all attendees
To attend the event, please register online to help us properly prepare. Thank you and hope to see you in the event!
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