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Annual Alternatives Panel:  The State of Alts in a Post-COVID Era

Event Description

People in finance often observe that "alternative" investments - so called because of the niche role they once played for investors - need a new name.

Over the past twenty-five years, alternatives have evolved from a small part of the portfolios of the world's largest investors into a core holding.  Alternative investments - which include non-traditional asset classes such as private equity, private credit, real estate, infrastructure and more - represented just 5 percent of global pension portfolios in 1996. In 2020, they accounted for more than 25 percent.

Join us for a lively panel discussion on the future state of alternative investing post-Covid.   Panelists will offer their perspectives on the current state of alternative investment strategies during, and after, the pandemic.

Bennett P. Lomax
President & CEO, Lomax Companies

Since 2005, Bennett P. Lomax has been the President and CEO of The Lomax Companies, LP ("TLC"), and in that capacity actively leads the boards of several Lomax portfolio companies. Mr. Lomax is also a partner in Lomax Real Estate Partners  ("LREP"). Mr. Lomax serves on the board of Beltraith Capital, LLC an asset management holding company with $2.3 billion under management.

Mr. Lomax is an active member of the Philadelphia community, currently serving on the Temple University Beasley School of Law Board of Visitors and as a Director of the Temple Law Foundation. Mr. Lomax is a member of the Board of Trustees for the George School serving on the Finance and Investment Committee. 

Mr. Lomax also a member of the Board of Directors for the Museum of the American Revolution, serving as its Finance Committee Chair and Treasurer.  Mr. Lomax is also a Trustee of the Lomax Family Foundation and is a member of Sigma Pi Phi Fraternity.

Mr. Lomax received a Bachelor of Science degree in Finance (cum laude) from Hampton University and a Law degree (J.D.) from Temple University Beasley School of Law.

Andrew Dakos
Partner, Bulldog Investors, LLP
 
Mr. Dakos joined Bulldog Investors in 1999 and is a Partner of the firm. Together with co-founder Phil Goldstein, he manages the firm's investment strategy. He is an acknowledged authority on value investing who has been a featured speaker at industry forums, appeared as a guest on respected news source CNBC, and been quoted in investment publications such as The Investor's Guide to Closed-End Funds and Value Investor Insight.  
 
Mr. Dakos serves as a director/trustee of Special Opportunities Fund, Inc., Swiss Helvetia Fund, Inc., Brookfield DTLA Fund Office Trust Investor, Inc., and High Income Securities Fund. He also serves as President of Special Opportunities Fund, Inc., Swiss Helvetia Fund, Inc., and High Income Securities Fund. Mr. Dakos received his undergraduate degree from the University of Delaware.

Mike Ryan, CFA
Head of Product Development and Evergreen Portfolios, Hamilton Lane 
 
Mike is a Managing Director and Head of Evergreen Portfolios at Hamilton Lane, where he focuses on the development and management of Hamilton Lane's open-ended private markets solutions. 

Mike most recently headed the firm's Research group, where his work informed portfolio construction, risk assessment and product structure across Hamilton Lane's portfolios.

Prior to joining Hamilton Lane in 2008, Mike was a Principal at Capital Z Investment Partners, where he managed private equity investments in alternative asset managers. Previously, he worked in the Technology Investment Banking and Real Estate Investment Banking groups at Merrill Lynch.

Mike received a B.A. in Economics and Computer Science from Williams College.  He is a CFA Charterholder.
 
The moderator for the event is Dr. George Tsetsekos.  Dr. Tsetsekos is the Francis Professor of Finance and Dean

Emeritus at LeBow's College of Business at Drexel University.  He served as dean of the college from 2002 to 2012.  Dr. Tsetsekos' extensive research covers the broad areas of corporate finance, investments, and international finance. He has published his research in many journals, including The Journal of Financial Economics, Journal of Banking & Finance, The Journal of Portfolio Management and Journal of International Business Studies. He is the author of books on finance and international capital markets and has served on editorial boards for several academic journals. 

A link to the webinar will be sent to you the day before the event.
 
Thank you to The Drexel University LeBow College of Business for co-producing this annual event.
 


Speaker

 

Event Type

Society; Educational; Featured

Education Topic

Alternative Investments

Start Time

3/4/2021 4:00 PM

End Time

3/4/2021 5:00 PM

Event City

virtual

Event State/Province

 

Location Info

 

CE Credits

1

Member Price

N/A

Non-Member Price

$15.00

Candidate Price

N/A

Registration

Click here to register.

All Day Event

 

Recurrence

 

Person or Group

 

Event Link

Click here to register

Event Link Leads To New Tab

Yes

Event Short Info

Annual Alternatives Panel:  The State of Alts in a Post-COVID Era

Attachments

Content Type: MyCFA Calendar
Created at 2/17/2021 4:48 PM by pconners@cfaphil.org
Last modified at 3/2/2021 11:46 AM by pconners@cfaphil.org