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Below are links
to various presentations given at previous Client Conferences in Adobe Acrobat
format.
| Final
Conference Agenda |
|
Photos from the Conference
|
Zephyr
Boot Camp
Lauren Boismier, Client Consultant, Zephyr Associates
and Marc Odo, Director of Client Consulting & Education,
Zephyr Associates |
Research
Solutions: Data Solutions
Mark Daniel; SVP, Sales & Product Design and Mike
Drumm, Senior Sales Consultant |
Research
Solutions: Manager Searches
Lauren Boismier, Client Consultant, Zephyr Associates |
Everyday
Solutions for Money Managers
Marc Odo, Director of Client Consulting & Education,
Zephyr Associates |
Everyday
Solutions for Financial Advisors
Dirk Hobman, Client Consultant, Zephyr Associates |
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Solutions
Spotlight: Big Returns in Small Places
Ravi Deo, Chief Investment Officer and Chief Technology
Officer, Altura Capital Group
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Reporting
Solutions: Automation with the Current Package
Lauren Boismier, Client Consultant, Zephyr Associates
and Dustin Bonnema, Investment Analyst, Main Street Advisors |
Research
Solutions: Statistics for Non-Statisticians
Dirk
Hobman, Client Consultant, Zephyr Associates |
Research
Solutions: Recent Advances in Mean-Variance Optimization
Thomas
Becker, Ph.D., Senior Software Engineer, Zephyr Associates |
Solutions
Spotlight: Zephyr Automation Package (ZAP)
Kelly
Higgins, Vice President of Sales, Zephyr Associates; Kevin
Murch, Senior Software Engineer, Zephyr Associates; Trina
Sweet, Manager of Investment Analytics, DiMeo Schneider
& Associates, L.L.C. |
Everyday
Solutions: AllocationADVISOR Tips & Tricks
Lauren
Boismier, Client Consultant, Zephyr Associates and Donny
Atkinson, Client Support Consultant, Zephyr Associates |
Reporting
Solutions: Basic Dynamic Text
Jim Morin, Professional Services, Zephyr Associates |
Solutions
Spotlight: ETFs
Tom Guarini, Principal, Intermediary Business Group, State
Street Global Advisors |
Solutions
Spotlight: Zephyr-On-Demand (ZOD)
Dirk Hobman, Client Consultant, Zephyr Associates; Chris
Baus, Senior Software Engineer, Zephyr Associates; Jim
Morin, Professional Services, Zephyr Associates; Mark
Daniel, SVP Sales & Product Design, Zephyr Associates |
Research
Solutions: Using the Right Tool for the Job
Marc Odo, Director of Client Consulting & Education,
Zephyr Associates |
Research
Solutions: Advanced Dynamic Text
Jim Morin, Professional Services, Zephyr Associates and
Stanley Veale, Senior Software Quality Assurance Engineer,
Zephyr Associates |
Everyday
Solutions: StyleADVISOR Tips & Tricks
Lauren Boismier, Client Consultant, Zephyr Associates
and Donny Atkinson, Client Support Consultant, Zephyr
Associates |
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| Final
Conference Agenda |
| Photos
from the Conference |
Zephyr
Boot Camp
Lauren
Boismer, Zephyr Associates, Inc. |
Fact
or Fiction? Unraveling the great American wealth transfer
Robert F. Sharpe. Jr., President, The Sharpe Group |
Differentiating
Manager skill from luck
Steve Hardy, Founder, Zephyr Associates, Inc. |
The
Math of Black-Litterman
Thomas Becker, Zephyr Associates, Inc. |
Evaluating
the Performance Persistence of Mutual Fund and Hedge Fund Managers
Ivan Meier, Ph.D., Assistant Professor of Finanace, HEC Montreal |
StyleADVISOR
Statistics Overview
Bob Atkinson,
Zephyr Associates, Inc.
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Beyond
StyleAdvisor
Renee Putman, Product Placement Analyst, Janus Portfolio Analytics
Aaron Moore, Chief Technology Officer, Zephyr Associates |
A
Road Map to Efficient
Investing Using Zephyr
Steve Hammers,
Managing Partner and Chief Investment Strategies, Compass Advisory Group |
Dealing
With Exceptions In The Black-Litterman Framework
Marc Odo, CFA,
Zephyr Associates, Inc. |
Managing
the Complete Firm in a Brave New World
John F.
Casey, Chairman, Casey, Quirk and Associates |
Using
dynamic text for fact sheets and more
Jim Morin,
Zephyr Associates, Inc. |
Using
the right tool for the job
Marc Odo, CFA,
Zephyr Associates, Inc. |
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| Final
Conference Agenda |
A
Mathematical view of the new statistics in StyleADVISOR
Thomas Becker, Zephyr Associates, Inc. |
Analysis
Beyond the Russell 4 Corner
Richard T. Pawelko JMG Financial Group, Ltd. |
Interdependence
of Hedge Funds and Managed Future Risk Measures
Raj Gupta, Research Director, CISDM |
Leveraging
Your Expertise for Better Manager and Fund Evaluation
Bob Padgette, CFA, CIMA
Tim Paulin,
CFA
Klein Decisions, LLC |
Getting More From
StyleADVISOR
Marc Odo – Zephyr Associates
Good
performance story
Picking
apart a plan
Large
growth story
Focus
on benchmark vs universe
Counterattack
using daily data
Tactical
retreat - blended portfolios
Advanced
Analysis of style benchmarks
Advanced
Analysis of information ratios |
Asset
Allocation Puzzle in a Constrained Universe
Ali Jaffrey, Sr. Portfolio Manager, Saudi National Commercial Bank
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Harnessing
Power of the StyleADVISOR API For Mass Reporting
Joel
Soroos, CFA, AIM Investments |
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