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Policy Alpha Conference

Join us on Nov 13, 2018 to analyze policy's impact on your portfolio.
11.13.2018
Online 2:00-3:30pm EST

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2018 Speakers

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Ben Phillips, CFA
Founder & Chief Investment Officer, EventShares
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Jared Dillian
Investment Strategist, Mauldin Economics & ETF 2020
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Dr. Lauren Cohen
Professor, Harvard Business School & Research Associate at the NBER
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Frazer Rice
Financial Advisor & Author, Wealth Actually
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Paul Piquado
Former Assistant U.S. Secretary, Department of Commerce
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Dr. Sri Kumar
Macro Strategist, Former Chief Global Strategist at TCW
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Andrew Taylor
Founder and Managing Principal, Political Alpha
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Kim Monk
Partner, Healthcare Policy, Capital Alpha Partners

2018 Agenda

2:00
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2:05
INTRO | What is Policy Investing?
Welcome to #PAC2018. Opening remarks from Frazer Rice, former Managing Director at Wilmington Trust and author of "Wealth, Actually", a book that shares Frazer’s holistic, adaptable approach to wealth management.
2:05
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2:17
POLICY INVESTING | Evidence-Based Research
Join Harvard professor and NBER researcher, Dr. Lauren Cohen, in a discussion to learn about the academic merits of policy investing. Author of “Legislating Stock Prices” and numerous capital markets studies, Dr. Cohen noted in a 20-year study that a rules-based rotating policy investment strategy averaged +10% of policy alpha annually.
2:18
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2:30
GLOBAL | Geopolitical Perspectives
Dr. Sri-Kumar, previously with Los Angeles-based TCW and a Senior Fellow at the Milken Institute, has spent an entire career analyzing the global geopolitical landscape and positioning tactical portfolios for major policy trends. Join in to hear his 2019 global policy outlook for developed and emerging markets and learn what changing U.S. policies mean for international investors.
2:30
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2:42
INSTITUTIONAL | U.S. Policy Priorities
Political Alpha's Managing Principal, Andrew Taylor, will outline the most significant market-relevant policy implications of the midterm elections as well as the U.S. trade outlook, with a particular emphasis on the current thinking of key Trump administration officials.
2:43
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2:55
POLICY FOCUS | Global Trade
Paul Piquado, former Assistant Secretary for Enforcement & Compliance at the U.S. Department of Commerce, shares his outlook on U.S. trade negotiations in 2019. Paul previously oversaw the administration of the nation’s trade remedy laws and helped to ensure U.S. trading partners abided by their international commitments.
2:55
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3:07
SECTOR HIGHLIGHT | Healthcare Policy
Healthcare is one of the most policy sensitive sectors in the United States. Healthcare companies comprise nearly 15% of the S&P 500, so it's critical for investors to understand the policy outlook. Join Capital Alpha's Head of Healthcare Policy, Kim Monk, in an insightful discussion about what 2019 and beyond means for U.S. healthcare.
3:08
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3:20
2019 PORTFOLIO | Fireside Q&A
Author, ETF expert, and macro strategist, Jared Dillian, shares his views on positioning portfolios for a potentially volatile 2019. Hear how he’s recommending clients position their portfolios across global markets and assets classes.
3:20
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3:30
POLICY ALPHA | EventShares Closing Remarks
Listen to EventShares’ CIO, Ben Phillips, discuss investing in legislative and regulatory policy catalysts. Ben will explore upcoming 2019 policy catalysts and how a policy alpha allocation fits in a diversified portfolio.

Save Your Seat for 2019!

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