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CAIA Association & State Street Associates: Incorporating Private Equity Liquidity Considerations Into the Asset Allocation Process

00:58:00

Jun 22, 2021 10:44 AM

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Speakers

William Kinlaw, CFA
Senior Managing Director, Head of State Street Associates @State Street Associates
Will is senior managing director and head of State Street Associates, a unique partnership that bridges the worlds of financial theory and practice. Will oversees the development of risk, investor behavior, sentiment, economic and private equity indicators which are delivered daily to thousands of investment managers, pension funds and sovereign wealth funds around the world. These products leverage State Street’s proprietary information assets as well as data sourced through strategic partnerships with alternative data partners. State Street Associates also serves as State Street’s hub for academic partnerships, focused on tackling real-world investment challenges spanning ESG, private markets, asset allocation, risk management, investor behavior, and other topics. His recent areas of research include business cycle forecasting, private equity investing and asset allocation.
David Turkington, CFA
Senior Managing Director and Head of Portfolio and Risk Research @State Street Associates
David Turkington is Senior Managing Director and Head of Portfolio and Risk Research at State Street Associates. His team is responsible for research and advisory spanning asset allocation, risk management and quantitative investment strategy. Mr. Turkington is a frequent presenter at industry conferences, has published research articles in a range of journals, and led the development of State Street’s systemic risk and turbulence indicators. He is also co-author of the book A Practitioner’s Guide to Asset Allocation. His research has received the 2013 Peter L. Bernstein Award, four Bernstein-Fabozzi/Jacobs-Levy Outstanding Article Awards, and the 2010 Graham and Dodd Scroll Award. Mr. Turkington graduated summa cum laude from Tufts University with a BA in mathematics and quantitative economics, and he holds the CFA designation.
Lydia Ofori, CFA, CAIA
Founder & CEO @Hunter Labs Technologies
Ms. Lydia Ofori, CFA, CAIA is Founder & CEO of Hunter Labs Technologies where she is responsible for software product design and business strategy. Ms Ofori also founded Victoria Lion Partners, a boutique manager selection and capacity fulfilment platform for boutique private capital investment teams. Ms Ofori has 19 years investment industry experience, is a frequent speaker at industry events and was named Finalist for the Investment Week Investment Woman of the Year Award (Small to Medium Business) 2019. She was a Milken Institute Young Leader in 2017, sat on the CFA UK Continuing Education Committee for 5 years and the Education Committee for 100 Women in Finance for 3 years. Ms Ofori is a CFA charterholder and a CAIA Charterholder. She has completed Executive Education at Columbia Business School, New York. She holds a Masters (MSc) in Financial Management and an Honors degree in business studies from The Robert Gordon University, Aberdeen Scotland.