It was a pleasure to have our CIO, Wayne Yi, represent Simon Quick at #ALTSNY alongside distinguished panelists. We're proud to contribute to the discussion on the evolving landscape of alternatives and their impact on investment strategies. Thank you to all the panelists for a thought-provoking session!
#ALTSNY: Top thinkers and chief investment officers shared insights on macroeconomic outlooks and the impact of democratizing alternatives on wealth management. They addressed key questions on the role, evaluation, and performance measurement of accessible alternatives. Moderator: ➜ Timothy D. Calkins, CFA, CFA, Co-CIO at Nottingham Advisors Asset Management Panelists: ➜ Wayne Yi, CIO at Simon Quick Advisors, LLC ➜ Michael Crook, CAIA, CIO at Mill Creek Capital Advisors ➜ Alvina Lo, Chief Wealth Strategist at Wilmington Trust ➜ Sandip Bhagat, CFA, CIO at Whittier Trust Company CAIA Association, CFA Society New York, Markets Group, William J. Kelly, CAIA, John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Paul Hamann Katie Merch-Chammon Debra Haym Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Jennifer Hughey Giancarlo Sanchez Ureña Courtney McQuade Camille Cross Brett Friedberg Andres Ortiz