An abstract graphic of rounded lines forming a circle on a dark blue background. The lines are pink and blend into purple in an ombre circle, with just a portion of the circle showing on the screen. The graphic signifies the design of The Milken Institute's Global Conference 2025, an annual forum that brings together leaders from business, finance, and other fields to discuss economic and social issues.
Global Conference 2025

Alpha Architects for Multi-Asset Strategy

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Multi-asset strategies are gaining prominence as investors seek diversification and enhanced risk-adjusted returns. Gaining insights into alternative investments is crucial for developing effective multi-asset strategies. Managing liquidity and volatility across diverse asset classes remains a key challenge for multi-asset managers. Implementing best practices for portfolio allocation in multi-asset strategies requires sophisticated analysis and risk management tools. The role of alpha architects in designing and implementing multi-asset strategies is becoming increasingly important. Technological advances are enabling more dynamic and responsive multi-asset portfolio management. Our panelists will review the key factors to consider when designing and implementing multi-asset investment strategies. The central question: How can investors effectively leverage multi-asset strategies to enhance portfolio performance and manage risk?  

    Moderator

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    Jared Carney

    Founder and CEO, Lightdale LLC

    Speakers

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    Khaled Al Shamlan

    CEO, Real Assets, Mubadala Investment Company
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    Ashley Baum

    Managing Director, Head of Special Opportunities, Teacher Retirement System of Texas
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    Jeb Bentley

    Executive Vice President, Chief Investment Officer, Northwestern Mutual
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    Saira Malik

    Head of Equities and Fixed Income, Chief Investment Officer, Nuveen
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    David Mihalick

    Co-Head of Global Investments, Barings