ALTSDC

Overview

ALTSDC is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.

ALTSDC is developed and led by the CFA Society Washington, DC and CAIA Association. It is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSDC is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. 

With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more.

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Who Should Attend

• Institutional investors
• Family offices
• Investment consultants
• Wealth Managers
• Asset Managers

Keynote Speakers

Steve Case, Chairman and Chief Executive Officer, Revolution 

Mr. Case is one of America’s best-known and most accomplished entrepreneurs, and a pioneer in making the Internet part of everyday life. For the past 15 years, Steve’s focus has been on starting and scaling Revolution, the Washington DC-based investment firm that now backs entrepreneurs at every stage of their development. Revolution Growth has invested nearly $1 billion in growth-stage companies including Sweetgreen, Tempus, Tala, DraftKings, and CLEAR. Revolution Ventures has backed more than two dozen venture-stage companies, including Framebridge, Policygenius, and Bloomscape. The Rise of the Rest Seed Fund has invested in more than 130 startups in over 70 U.S. cities, in partnership with many of America’s most successful entrepreneurs and investors.

Carlos Gutierrez, 35th United States Secretary of Commerce

Carlos Gutierrez is the co-founder and CEO of Empath, Inc., a SaaS technology platform that uses machine learning to transform the way talent is managed and grown inside a company. Previously, Secretary Gutierrez served as Chair of the Albright Stonebridge Group, a global strategic advisory firm. Secretary Gutierrez served as U.S. Secretary of Commerce from 2005 to 2009 under President George W. Bush, where he worked with foreign government and business leaders to advance economic relationships, enhance trade, and promote U.S. exports. Secretary Gutierrez played a key role in the passage of landmark free trade agreements that remove trade barriers, expand export opportunities, and boost global investment. He spent nearly thirty years with Kellogg Company, a global manufacturer and marketer of well-known food brands. After assignments in Latin America, Canada, Asia, and the United States, he became President and Chief Executive Officer of Kellogg in 1999 − the youngest CEO in the company’s hundred-year history. In April 2000, he was named Chairman of the Board of Kellogg Company. Secretary Gutierrez joined ASG from Citi, where he was Vice Chairman of the Institutional Clients Group and a member of the Senior Strategic Advisory Group. 

Confirmed Speakers Include

Kevin Killeavy, CFA, CAIA , Chief Investment Officer, Montgomery County Employee Retirement Plans
Tracy Harris, Vice-Chair Investment Committee, District of Columbia Retirement Board
Jeanne Shen, Chief Investment Officer, GAVI Foundation
Phoebe Kuan, Director of Investments, Montgomery County Public Schools 
Flora Hedrick, CFA, Managing Vice President, MissionSquare Retirement 
Lis Lang, Asst. Treasurer, Senior Director Investments and Risk Management, NPR Foundation
Dylan Kremer, Co-Chief Investment Officer, Camden Capital
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System 

Registration

Managers $1,500
Service Providers $2,500

Register

CFA Society Washington, DC 40% discount code: CFA40