CFA Society Melbourne

Lunchtime Seminar | Interactive workshop session on Investment Risk, covering theory and analysis

The CFA Society invites you to a lunchtime workshop entitled: “Interactive workshop session on Investment Risk, covering theory and analysis” by Simon Elimelakh, CFA, Head of Investment Risk JANA.

Simon will discuss the different measures of risk and the traditional theory that underpins this discipline. During his presentation Simon will outline JANA’s Investment Risk framework, which helps to identifies individual fund manager styles and characteristics, within a multi-manager environment. Simon will outline how he can uncover evidence through his analysis of when a manager may be changing their style and/or not contributing to the overall portfolio in the manner expected. Simon will also ask the audience to engage with his analysis during the session.

When: Wednesday 8 April, 2015

Time: 12.30 – 2pm (a light lunch will be provided by NAB)

Where: BlackRock, Level 26, 101 Collins St, Melbourne

RSVP: Monday 6 April, 2015

To register please click here

 

For any enquiries, please contact events@cfas.org.au

 

Simon Elimelakh, CFA

Simon Elimelakh joined MLC Investment Management – which earlier this year merged with JANA – in February 2012 as Head of Investment Risk.

Simon Elimelakh, CFA

Simon has more than 20 years of investment experience in Australia having worked in senior roles for several major domestic and international funds management and consulting firms including Ibbotson Australia (Head of Strategy), BT Investment Management (Head of Quantitative Investment Strategies), Rothschild Asset Management (Head of Quantitative Analysis) and (MSCI) BARRA (Senior Consultant). Simon has a Masters in Applied Maths from Moscow University for Railway Engineers. Simon is a CFA Charterholder, Fellow of FINSIA and a member of The Q-Group and CQA (Chicago Quantitative Analysis).

 

 

 

 

Principal Sponsor

nab Asset Management