BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:372b1e022a60690eb81efb28a2a27c9337 CATEGORIES:Past Events SUMMARY:Structural Evolution of Capital Markets: New Risks and New Opportunities (10/19/2022) DESCRIPTION:
Dear SAIA Community,
We are excited to hav e hedge fund industry veterans Joe Scoby, Clint Carlson, and Aimee Hirata j oin us for a discussion about the structural evolution of capital markets a nd what it has meant for the hedge fund industry.
Joe has held many d istinguished seats in the hedge fund and broader investment industry, inclu ding the Chief Risk Officer of UBS. Clint founded and runs the Texas based multi-strategy hedge fund stalwart Carlson Capital. Aimee is the global hea d of Product Strategy for BlackRock Alternative Advisors - BlackRock's hedg e fund solutions team.
Specific topics may include a history of their experience in the broader investment industry, the impact of technology an d increased competition in hedge fund strategies, what hedge fund strategie s they are most excited about and what risks are most top-of-mind as we loo k into the future.
For more details ab out our panel and to register, please see below.
We look for ward to seeing you soon!
All of this would n ot be possible without our members and sponsors. We are thankful for your c ontinued support in building and fostering a premier investment community i n the Pacific Northwest area!
Jo seph Scoby is the Founder and Chief Investment Officer of Flow State Invest ments, LP, a multi-strategy, alternative investment management firm focusin g on merger arbitrage, equity capital markets, SPACs, and statistical arbit rage. He has accumulated over 30 years of experience in the investment and risk management businesses. Prior to founding Flow State, Joe was the Head of the Systematic Investing business at Magnetar Capital and a member of t he firm’s management and investment committees; was CIO and head of Achieve ment Asset Management; and founded and led UBS O’Connor for 9 years. Duri ng the financial crisis, Joe stepped away from his role running UBS O’Conno r to join the UBS Group Executive Board where he served as the bank’s Chief Risk Officer, responsible for controlling market, credit, and operational risk for all of UBS. Joe ran US Equities for the UBS investment bank earl y in his career as a consequence of the acquisition of the options market m aking firm O’Connor and Associates, where Joe got his start.
Joe graduated from the University of Pennsylvania with a Bachelor’s in Science in Economics (Wharton) and a Master of Arts in Regional Science (College of Arts and Sciences) in 4 years with Honors. He has served on th e boards of Wharton, RJ O’Brien futures, Chicago’s Children’s hospital, and Chicago’s Archdiocese.
Mr. Carlson founded Carlson Capi tal in 1993. For five years prior, he was head of risk arbitrage for the in vestment arm of the Bass Brothers organization. Before joining the Bass org anization, Mr. Carlson co-managed a risk arbitrage fund for Maxxam Group an d affiliated companies. Mr. Carlson received a B.A. and an M.B.A. from Rice University and a law degree from the University of Houston. Additionally, he is a Board Member of the Rice Management Company
Moderator:
Aimee Hirata, Managing Direct or, is the global head of Product Strategy for BlackRock Alternative Adviso rs (BAA). BAA comprises the firm's Hedge Fund Solutions team, which manages over $31 billion in external hedge fund and co-investment assets. Ms. Hira ta is a member of the BAA Management Committee and is responsible for leadi ng product strategy, marketing and client service across BAA.
Ms. Hirata's service with the firm dates back to 2001, including her years with Quellos Group, LLC, of which the alternative investment manageme nt business was acquired by BlackRock in 2007. At Quellos, Ms. Hirata serve d as an Associate Director focused on client consulting and capital markets research. From 1998 to 2001, she was a senior analyst at Jeffrey Slocum &a mp; Associates, consulting to major Midwest corporations, endowments, found ations, pension funds and Taft-Hartley clients. While at Slocum, Ms. Hirata had the added responsibility of co-leading the firm's pension research tea m, specializing in benefit plan investment allocation.
M s. Hirata earned a BS degree in business administration with a double major in management and marketing from Creighton University in 1996.
< h2 style="text-align: center;">We look forwar d to hosting you!DTSTAMP:20240329T062850 DTSTART;TZID=America/Los_Angeles:20221019T153000 DTEND;TZID=America/Los_Angeles:20221019T183000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR