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Below are links
to various presentations given at previous Client Conferences in Adobe Acrobat
format.
| Final
Conference Agenda |
| Photos
from the Conference |
Zephyr
Boot Camp
Lauren
Boismer, Zephyr Associates, Inc. |
Fact
or Fiction? Unraveling the great American wealth transfer
Robert F. Sharpe. Jr., President, The Sharpe Group |
Differentiating
Manager skill from luck
Steve Hardy, Founder, Zephyr Associates, Inc. |
The
Math of Black-Litterman
Thomas Becker, Zephyr Associates, Inc. |
Evaluating
the Performance Persistence of Mutual Fund and Hedge Fund Managers
Ivan Meier, Ph.D., Assistant Professor of Finanace, HEC Montreal |
StyleADVISOR
Statistics Overview
Bob Atkinson,
Zephyr Associates, Inc.
|
Beyond
StyleAdvisor
Renee Putman, Product Placement Analyst, Janus Portfolio Analytics
Aaron Moore, Chief Technology Officer, Zephyr Associates |
A
Road Map to Efficient
Investing Using Zephyr
Steve Hammers,
Managing Partner and Chief Investment Strategies, Compass Advisory Group |
Dealing
With Exceptions In The Black-Litterman Framework
Marc Odo, CFA,
Zephyr Associates, Inc. |
Managing
the Complete Firm in a Brave New World
John F.
Casey, Chairman, Casey, Quirk and Associates |
Using
dynamic text for fact sheets and more
Jim Morin,
Zephyr Associates, Inc. |
Listed
private equity: Is it right for your asset Allocation
Mark Sunderhuse, Founder and Managing Partner, Red Rocks Capital Partners |
Using
the right tool for the job
Marc Odo, CFA,
Zephyr Associates, Inc. |
|
| Final
Conference Agenda |
A
Mathematical view of the new statistics in StyleADVISOR
Thomas Becker, Zephyr Associates, Inc. |
Analysis
Beyond the Russell 4 Corner
Richard T. Pawelko JMG Financial Group, Ltd. |
Interdependence
of Hedge Funds and Managed Future Risk Measures
Raj Gupta, Research Director, CISDM |
Leveraging
Your Expertise for Better Manager and Fund Evaluation
Bob Padgette, CFA, CIMA
Tim Paulin,
CFA
Klein Decisions, LLC |
Getting More From
StyleADVISOR
Marc Odo – Zephyr Associates
Good
performance story
Picking
apart a plan
Large
growth story
Focus
on benchmark vs universe
Counterattack
using daily data
Tactical
retreat - blended portfolios
Advanced
Analysis of style benchmarks
Advanced
Analysis of information ratios |
Asset
Allocation Puzzle in a Constrained Universe
Ali Jaffrey, Sr. Portfolio Manager, Saudi National Commercial Bank
|
Harnessing
Power of the StyleADVISOR API For Mass Reporting
Joel
Soroos, CFA, AIM Investments |
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