From oil and gas, to gold, silver and agriculture products, commodities are front and center on the market’s radar these days, as their availability and valuations are impacted by everything from the Russia-Ukraine War, to the lingering impact of the COVID-19 virus, ongoing supply chain issues and inflation. Join the New York Alternative Investment Roundtable for an in-person panel discussion on commodities and what investors should expect moving ahead.
Panelists:
Paul Lucek, CEO and co-CIO of Ridgedale Advisors.
Andrew B. Weisman, Chief Investment Strategist, Windham Capital Management.
Moderator:
Michael Paterakis, data and benchmarking editor at Infopro Digital titles (Risk.net; FX Markets; Central Banking and WatersTechnology).
Panelists:
Paul Lucek is CEO and co-CIO of Ridgedale Advisors, where he leads portfolio management and development of new investment and risk management strategies and co-leads the investment Committee. Prior to joining Ridgedale, he served as CEO and CIO of SSARIS, and prior to that as Director of Research. Before joining SSARIS in 2004, Paul developed quantitative algorithms for trading stock index futures, using his expertise to launch SITE Capital Management, a CTA and CPO that focused on systematic equity derivatives and options strategies. Before moving into alternative investments, Paul was part of the Human Genome Project at Columbia University as a candidate in the MD/PhD program.
Andrew B. Weisman is Chief Investment Strategist of Windham Capital Management, where he serves as the co-head of the firm’s Liquid Alternative strategies. He has more than 30 years of experience as a portfolio manager of alternative investment strategies. Prior to joining Windham, Andrew was the CIO of Janus Capital’s Liquid Alternative Group, and before that he was Managing Director and Chief Portfolio Manager for the Merrill Lynch Hedge Fund Development, and Management Group and Chief Investment Officer for Nikko Securities International. He is a recipient of the Bernstein Fabozzi/Jacobs Levy Award for an outstanding article published in the Journal of Portfolio Management. In 2016 he was awarded the 2015 Roger F. Murray Prize (First Prize), an award for individuals who present outstanding research at the Q Group seminars by the Institute for Quantitative Research in Finance. He served for three years as President of the Society of Columbia Graduates.
Moderator:
Michael Paterakis is the data and benchmarking editor across four Infopro Digital titles —Risk.net; FX Markets; Central Banking and WatersTechnology. Prior to his current role, he was editor of HFM’s CTA Intelligence, a magazine focusing on quant firms and other hedge funds. Previously, he covered asset managers and institutional investors. Michael also reported extensively on the European debt crisis for a number of publications, including from the Financial Times’ Brussels bureau. He has a master’s degree in business reporting from the CUNY Graduate School of Journalism.
*This event is only open to members of the Roundtable with active memberships and first-time guests. If you are not yet a member of the Roundtable and are interested in attending as a first-time guest, please send an email with your name, email address and company name to info@ny-air.org