Creating Alpha, Developing Trust
December 16, 2019 9:40 am |
- Delivering better returns and client experience
- Engaging and investing actively with managers
- Searching for an edge with alternative data
- Raising client awareness about the long-term nature of sustainable investing
- Developing a client centric model based on a clear alignment of interest
Moderator: Phil Schmitt, President & Chief Executive Officer, Summerwood Group
Jeff Klein, Founding Partner, Aptitude Investment Management
Victoria Rock, Global Head of Alternatives, Legg Mason Global Asset Management
Mark Shulgan, Managing Director, Head of Growth Equity, OMERS
Michael Weinberg, Managing Director, APG and Adjunct Professor, Columbia Business School.