Sign In
Manage PermissionsManage Permissions
Export Event


Workshop on Asset Allocation / Portfolio Construction ROTTERDAM

Event Description

Join CFA Sociey VBA Netherlands and experts from CME Group for an in-depth workshop on: 

Asset Allocation at the tail end of an Equity Cycle

Prepari​ng for the Next Crisis​

Although many people in the financial markets will agree that we are getting close to overheating of the economy, there is little we can do to position ourselves for an economic downturn. All asset classes seem overvalued and navigating these times of high volatility and low rates can be challenging. 

Risk and return are the basis of portfolio construction as is the macroeconomic outlook. How do investment managers view the role of equity derivatives in a portfolio? ​

Erik Norland, Senior Economist at CME Group, will share his views on the economic cycle and the impact on portfolio constructionErik has some interesting insights on how to position a portfolio and efficiently and effectively add and reduce market exposure to cope better with the current phase on the economic cycle. 

David Gibbs will then introduce several case studies, presenting a variety of strategies and practical applications, and show us how investors can cost efficiently replicate these in their current strategies. For instance, in these times of very low interest rates and expected returns, every basis point of return counts. By more effectively managing and maximizing the alpha potential of your portfolio and cost efficiently allocating to beta exposure using futures you can add a low risk income stream to your portfolio. Or, not knowing whether the equity markets will rise or fall in this phase of the economic cycle, add equity neutral positions by trading the index spreads. These and more case studies will certainly inspire you and give you interesting ideas for your portfolio.

Questions answered during this workshop include:

• Is the equity bull market about to end?  What are the warning signs?
• Which asset classes do best in rising volatility environments?
• Are high yield bonds the worst possible investment as we move towards the 2020s?
• What are the economic drivers of equity market sectors?
• How to efficiently deploy E-mini S&P Select Sector Futures for capital efficient rotation strategies?
• Are you preparing for a potential recession? Which uncorrelated products & asset classes can be used by institutional investors?



12:00 Registration and sandwich lunch
12:30 Macroeconomics, Monetary Policy and Pension Investments, by Erik Norland
13:15 Case studies and practical applications, by David Gibbs
14:00 End of Program


Register here

Can't make the session in Rotterdam?  Join us in the later afternoon of 21 May in AMSTERDAM for the same program, from 16:45 to 18:30.​


Erik Norland, CFA is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact upon those who trade in its various markets. He is also one of CME Group’s spokespeople on global economic, financial and geopolitical conditions. Prior to joining CME Group, Norland gained more than 15 years of experience in the financial services industry working for investment banks and hedge funds both in the United States and in France working for hedge funds and investment banks. Norland holds a bachelor’s degree in economics and political science from St. Mary’s College of Maryland and an statistics from Columbia University. He is also a CFA Charterholder.


David Gibbs, Director of Market Development and Education at CME Group, is a futures market professional with more than thirty-five years of industry experience. Beginning in the open-outcry pits of the Chicago futures exchanges, he has held leadership positions with global futures commission merchants and actively traded financial futures, options and cash-market products for both buy-side and sell-side firms. He is an expert in the pricing mechanism for derivatives, including financial futures and their underlying products. Leveraging that expertise, David also is a noted teacher of the application of futures and options and how they are used successfully by professional traders and managers of risk in today’s increasingly unpredictable economic and geopolitical environment. As a leader in developing product content at CME Group, David engages end-users of derivative products from asset management, hedge fund, prop trading, and banking communities around the world.​

 Sponsored by CMEGROUP_3D_K_JPG (2).jpg

If you are willing to be contacted by CME Group for further information, please send an email to​


Event Type

Society; Educational

Education Topic

Economics; Equity Investments; Portfolio Management

Start Time

21-5-2019 12:00

End Time

21-5-2019 14:00





Event Country

The Netherlands

Event Region


Location Info

De Nieuwe Poort​
Weena 711
3013 AM Rotterdam



Erik Norland, Executive Director, Senior Economist;  David Gibbs, Director, CME Group Educator

CE Credits


SER Credit




Member Price


Non-Member Price

Partners EUR 25; All others EUR 50

Candidate Price




All Day Event





Content Type: MyCFA Custom Calendar
Created at 31-3-2019 11:23 by
Last modified at 6-9-2019 09:56 by