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13 Oct 2008

Desperately Seeking Alpha Conference Part II

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Introduction
Anne Cabot-Alletzhauser - Advantage Asset Managers

The evolution of thinking in the global arena around efficient pension fund management and where critical new insights changed the way investors addressed perceived problem areas.
Harindra de Silva - Analytic Investors

The debate around the real drivers of long term pension fund performance and why the key focus should be on risk premia management.
Roland Rousseau - Deutsche Securities

The basic principles of Risk Budgeting and Governance Budgeting for trustees and how this plays such a critical role in the investment decision-making process.
Jarred Glansbeek - RisCura

Alpha opportunities in the South African markets, capacity constraints that limit their availability, and whether more exotic strategies such as short extension or portable alpha might be a key way of addressing these problems.
Renda Rundle - BJM

The basic conditions for improving investment efficiency in the South African market.
Dave Bradfield and Brian Munro - Cadiz Securities

A case study that takes a traditional long strategy one step further into short extension to improve information efficiency.
Richard Hasson and Neil Brown - OMIGSA

How trustees can properly assess their options for improving the information efficiency and effective risk management of the fund.
Harindra de Silva - Analytic Investors

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