Jay Strohmaier, CFA, Senior Portfolio Manager, presented at the annual Utility Pension Fund Study Group Conference (UPFSG) on April 26th in Scottsdale, AZ.  Mr. Strohmaier discussed the management of beta exposure within Portable Alpha strategies, as well as the concept of a Centralized Exposure Management program for institutional investors. 


Clifton’s Chief Investment Officer, Jack Hansen, CFA, presented at the 26^th Annual Risk Management Conference, sponsored by the Chicago Board Options Exchange, March 7^th through 9^th, 2010.  Mr. Hansen participated in a panel discussion on the fundamentals of employing options within institutional portfolios.  Topics discussed include: Introduction to the VIX Index, VIX futures and options; Options-related strategies; and Practical implementation issues.  Contact us if you would like to obtain a copy of materials following the conference or have interest in discussing risk management through options-based strategies.


Thomas Lee, CFA, Senior Portfolio Manager and Principal, presented at the Societe Generale Pensions & Endowments Conference, held Tuesday, January 26th at the Le Parker Meridien hotel in New York. Mr. Lee participated in a panel discussion on the implementation of risk management strategies. 


Clifton recently added indicative pricing for 10yr Swaptions (options on a 10yr swap) to the Option Overlay Matrix page. Swaptions are typically utilized in interest rate hedging (inflation/deflation) and duration extension applications.  Like the equity option matrices, swaption pricing will be updated each Monday.  View the Option Overlay Matrices for the latest premium pricing data.

Implementing Tail Risk Strategies: Read Clifton's latest white paper which discusses how "tail risk" strategies are defined and a framework for implementing these transactions in a manner that provides the greatest likelihood of achieving an investor's objectives. Please click here to read a copy.

Hotels within walking distance:

Residence Inn by Marriott Edina
3400 Edinborough Way
Edina, MN 55435
Phone: 952-893-9300
Website


Other hotels in the area:

Embassy Suites Bloomington
2800 American Boulevard West
Bloomington, MN 55431
Phone: 952-884-4811
Website

Hilton Bloomington
3900 American Boulevard West
Bloomington, MN 55437
Phone: 952-893-9500
Website

Hotel Sofitel
5601 West 78th Street
Bloomington, MN 55439
Phone: 952-835-1900
Website

Le Bourget Aero Suites
7770 Johnson Avenue South
Bloomington, Minnesota 55435
Phone: 952-893-9999
Website

Park Plaza Hotel
4460 West 78th Street Circle
Bloomington, MN 55435
Phone: 952-831-3131
Website

Sheraton Bloomington Hotel
7800 Normandale Boulevard
Bloomington, MN 55439
Phone: 952-835-7800
Website