Join us for an engaging and insightful luncheon presentation with Albert Chu, CFA, a seasoned portfolio manager specializing in natural resource strategies. With extensive experience across natural resources equities and commodity futures, including roles at Man Group, BNY Mellon, Citadel LLC, and SAC Capital, Albert brings a deep and practical understanding of how natural resource investments can enhance portfolio outcomes.
Why Attend
In today’s dynamic macroeconomic environment, understanding the strategic role of natural resources within a diversified portfolio is more important than ever. This session will unpack key investment themes and provide actionable insights relevant for financial professionals and sophisticated investors alike.
Key Takeaways
- The Uniqueness of Natural Resources as an Asset Class - Gain perspective on how natural resource exposures can serve as an effective inflation hedge, provide geopolitical diversification, display low correlation to traditional asset classes, and offer liquidity and alpha-generation potential.
- Commodity Equities vs. Commodity Futures - Explore the comparative advantages of investing in natural resource equities versus futures, including considerations around liquidity, dividend yield, sector and stock selection, and performance drivers across market environments.
- Active vs. Passive Management - Understand where opportunities lie between active and passive approaches within the natural resources space, and how active management can seek to capture dispersion and mispricing in sub-segments of the broader commodity complex.
- Current Positioning and Market Outlook - Hear Albert’s current perspectives on major natural resource categories — including precious metals like gold and silver, and key energy sectors — and how they fit into broader portfolio strategy today. (gold, silver, energy)
SCHEDULE:
12:00 – 1:30 PM
COST | Includes Lunch (Salad, Entrée, and Dessert)
- Members & a Guest - Current CFA Society Hartford members and their guest attend for $20.00.
- Finance students and those enrolled for CFA exams attend for $20.
- Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
SPONSORED BY
GUEST SPEAKER
Albert Chu, CFA
Portfolio Manager, Natural Resources, Man Group
SPEAKER BIO
Albert Chu is a Portfolio Manager at Man Group (Man GLG), focusing on natural resource strategies. He joined Man Group in 2023 from BNY Mellon, where he was the lead portfolio manager covering natural resources.
Prior to this, he held investment and portfolio management roles focused on natural resources equities and futures at various investment firms, including Citadel LLC and SAC Capital.
Albert holds a BA from the University of Michigan and an MBA from Cornell University.