18th Annual Alternative Investments
Previewing the 2020 Election Impact: How Markets and Policy Will Respond
Thursday, October 29, 2020
5:00 pm to 6:30 pm
Earn 1.0 Hour of CE Credit For This Event!
In conjunction with Chartered Alternative Investment Analyst Association (CAIA), CFA Society South Florida brings to you our 18th Annual Alternative Investments Panel, Previewing the 2020 Election Impact: How Markets and Policy Will Respond.
No matter the outcome, the 2020 elections promise to bring seismic change. How will the results of the race be reflected through financial regulation and policymaking? Will a new administration continue taking a tough approach to China? What will the economic recovery package look like, and how will US consumers and investors react? This discussion will convene experts to discuss expected policies and expected impact across the economy, infrastructure, climate, and foreign policy.
- Introductions by CAIA (Bill Kelly) and CFA South Florida
- Market Overview: Kristina Hooper, Chief Market Strategist, Invesco
- Panel Discussion
- Question and Answer Session
Moderator: Bill Kelly, CEO, CAIA Association
Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.
Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January 2014.
Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO, and CEO roles.
In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for the ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. Bill also represents CAIA in similar capacities via its global partnerships with other associations and global regulators.
Garth Freisen, CEO, III Capital Management
Garth Friesen is the CEO and Chief Strategist at III Capital Management, a Florida-based hedge fund with roughly $4.5 billion AUM. He has been with the firm for over 20 years, managing money in fixed-income relative value, long/short credit and cross-asset convexity strategies. Mr. Friesen earned an MBA (1994) from the Ivey School of Business, University of Western Ontario, and a BA in economics (1990) from the University of Western Ontario. He served on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets from its inception in July 2009 through January 2014. Mr. Friesen is a Registered General Securities Principal and General Securities Representative with FINRA, a CFTC Associated Principal, and an Associate Member of the NFA.
Kristina Hooper, CFP®, CAIA, CIMA®, ChFC® | Chief Global Market Strategist at Invesco
Kristina Hooper is the Chief Global Market Strategist at Invesco, where she leads the firm’s efforts to provide insight into the financial markets and global economy for investors around the world.
Prior to joining Invesco, Ms. Hooper was the US Investment Strategist at Allianz Global Investors, and she previously held positions at PIMCO Funds, UBS (formerly PaineWebber), and MetLife.
Kristina has regularly been quoted in The Wall Street Journal, Financial Times, The New York Times, Reuters, and other financial news publications. She was featured on the cover of the January 2015 issue of Kiplinger’s magazine and has appeared regularly on CNBC, Bloomberg TV, Yahoo Finance, and Reuters TV. She has also been a mainstage speaker at numerous national and regional conferences.
Kristina earned a BA degree, cum laude, from Wellesley College; a JD from Pace University School of Law, where she was a Trustees’ Merit Scholar; an MBA in finance from New York University Stern School of Business, where she was a teaching fellow in macroeconomics and organizational behavior; and a master’s degree from the Cornell University School of Industrial and Labor Relations, where she focused on labor economics.