Monday, February 11, 2019 

3:00 PM to 5:15 PM
5:15 PM - 6:30 PM


Hotel Grand Pacific
463 Belleville Street
Victoria, BC V8V 1X3

Driving Directions 

Members/Candidates: $35


CFA Society Victoria 

Email: info@cfavictoria.com
Visit our website


Event Description:

CFA Society Victoria along with CAIA are pleased to host the 1st Annual Alternative Investment Outlook Forum on February 11, 2019 at the Hotel Grand Pacific in Victoria.

The Forum will feature leaders from across the industry who will discuss the changing landscape of alternatives, risks, opportunities and trends. There will be presentations and discussions.

• What are the major trends and important considerations in the alternative investment industry?

• How would environmental, social and governance (ESG) factors and artificial intelligence (AI) impact asset managers and investors?

• Would they continue to play a big role in the future?

• What are the risks (of ignoring them) and the opportunities?  

Cocktail reception to follow 

The Speakers:

Kaitlin Bergan, Vice President, BlackRock

Jennifer Coulson, Vice President, ESG, BCI

Dr. Stephen Malinak, Chief Data & Analytics Officer, Truvalue Labs

"Improving the Signal-to-Noise Ratio for AI in Investments: a case study on finding alpha in unstructured ESG data"

Dr. Priti Shokeen, Vice President, MSCI

"Big Signal Revolution: Know ‘Why’ You Own It."

Jason Milne, VP, Corporate Governance & Responsible Investment, RBC Global Asset Management

Sponsorship and Table Reservation Inquiries:

The environment for absolute return and hedge fund strategies has undergone profound change since the financial crisis. Aimee Hirata and Albert Matriotti from BlackRock Alternative Advisors will review the economic backdrop, where we are in the latest cycle as well as the strategic and tactical case for adding hedge funds to traditional portfolios. Aimee and Albert will also discuss some of the challenges of manager selection given the proliferation of managers and hedge fund strategie


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