A New Approach to Asset Allocation: Tips, Techniques and a Looking Glass
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A New Approach to Asset Allocation: Tips, Techniques and a Looking Glass

Institutional and private clients, pension consultants and wealth advisors have never had more options and opportunities for new investment than they do today. The plethora of instruments, funds, structures, vehicles out-number those from any other time in history. With so much choice, where should investors be considering investing today?

4/20/2015
When: Monday, April 20th
From 12pm until 1:30
Where: Russ Bulding Mezzanine Level Conference Room
235 Montgomery Street
2nd Floor, Mezzanine Level
Contact: Tracy Canning


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A New Approach to Asset Allocation: Tips, Techniques and a Looking Glass

 

Institutional and private clients, pension consultants and wealth advisors have never had more options and opportunities for new investment than they do today.  The plethora of instruments, funds, structures, vehicles out-number those from any other time in history.  With so much choice, where should investors be considering investing today?  Join Founder & CEO Rachel S.L. Minard of Minard Capital as she walks through what’s on the mind of investors and the biggest shifts in their mind-set as they wrestle with new risks as acting fiduciaries.

 

Speaker:

Rachel S.L. Minard is the Founder and Chief Executive Officer of Minard Capital, a leading independent, global asset raising consulting firm headquartered in San Francisco, California. The firm is dedicated to offering strategic, asset raising consulting services to alternative investment management firms around the world. Minard Capital is not a broker/dealer nor third-party marketer.

Before building Minard Capital, Rachel built and managed global institutional investment businesses for 22 years, including 14 years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Having raised over $10 billion in her career, Rachel started her marketing career in 1991 after her first company was hired to build the Ronald Reagan Presidential Library.

Rachel, widely regarded as a leader in the hedge fund industry, has won numerous industry awards for institutional marketing and serves on several-high profile advisory boards. She has been featured on CNBC, TEDx and NPR and speaks alongside the world’s preeminent sophisticated investors on all facets of hedge fund investing. She also serves on the Investment Sub-Committee of the Westover School Endowment. Rachel received her undergraduate degree in Journalism with honors from Northeastern University with notable distinction as a Wesley W. Marple Distinguished Lecturer by the university. Her first book, “ The Art of the Institutional Sale” is slated to be published in 2015.

Pricing:
Members:  $25.00
Non-members:  $35.00

Date
April 20th


Time

12:00pm until 1:30pm


Location

Russ Building Mezzanine Level Conference Room
235 Montgomery Street
2nd Floor


Continuing Education

This event qualifies for 1 hour of continuing education credit for CFA Charterholders.

 

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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