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Event Detail

Alternative Assets Seminar

Date, Time, and Location:
Tuesday, February 24, 2004 (add this event to your Outlook Calendar)
8:00am - 12:30pm
UBS Tower, 1 N. Wacker Dr., 2nd Floor Conference Center Chicago, IL   (Driving Directions)

Two Distinguished Speakers Added:
Roxanne Martino, President and Chief Investment Officer, Harris Alternatives, LLC
William H. McLean, CFA, Vice President and Chief Investment Officer, Northwestern University Endowment

Co-sponsored by:
The Investment Analysts Society of Chicago

The Financial Planning Association

Interest rates are low and stock market valuations are high, implying that returns from traditional stock and bond markets are likely to be low in the next several years. The allure of alternative investments is that they can provide absolute return when traditional markets cannot. Furthermore, they have the potential of providing diversification benefits. Not surprisingly, the field of Alternative Assets has exploded as investors search for return in markets other than stock and bond markets.

Alternative investments come in numerous varieties - making it difficult for investors to figure out how to incorporate them in their portfolios. To help you in this process, the Investment Analysts Society of Chicago and the Financial Planning Association are proud to announce a half-day educational seminar on this complex and important topic.


  • Use of Alternative Investments – Current Trends and Outlook
  • Real Estate Alternatives – A New Look
  • Hedge Fund Investing – Its dynamic environment and the challenges of implementation
  • Venture Capital – Persistency in Returns
  • Private Equity – Where are the Opportunities
  • Managed Futures –How to Incorporate them in an Alternative Assets Program
  • A Client’s Perspective – How to Manage an Investment Program of Alternative Assets

Brian J. Birnbaum, CFA, Principal, Ennis Knupp and Associates
Mike Miles, Ph.D, CPA, Principal, Guggenheim Partners Real Estate
Roxanne Martino, President and CIO, Harris Alternatives, LLC
Steve Kaplan, Professor of Entrepreneurship and Finance, University of Chicago Graduate School of Business
Timothy G. Kelly, Partner, Adams Street Partners
Brian Cole, President, Cole Partners
William H. McLean, CFA, Vice President and CIO, Northwestern University


8:00 AM – 8:10 AM

8:10 AM - 8:40 AM
Brian Birnbaum, CFA
Current Trends and Outlook

8:45 AM - 9:15 AM
Mike Miles, Ph.D., CPA
A New Look

9:20 AM - 9:50 AM
Roxanne Martino
Its Dynamic Environment and the Challenges of Implementation

9:50 AM - 10:00 AM

10:00 AM - 10:30 AM
Steve Kaplan, Ph.D.
Persistency in Returns

10:35 AM - 11:05 AM
Timothy Kelly
Where Are the Opportunities

11:10 AM - 11:40 AM
Brad Cole
How to Incorporate Managed Futures In an Alternative Assets Program

11:45 PM - 12:15 PM
William McLean, CFA

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.