STRATEGIC INVESTORS - for Financial Innovation & Risk Management
MAR 2014
Professor Sury to speak at the Real Estate Investors Summit on the topic of, "The Family Office & High Net Worth Investor:  How to Structure Joint Venture Deals."
 

DEC 2013
Professor Sury to speak at the Alternative Investment Summit in Laguna Niguel, CA on the topic of "Risk."


NOV 2013
Professor Sury to speak at the Emerging Managers South Conference: What Investors Are Seeking in Emerging Managers. 


NOV 2013
Professor Sury to speak at the Middle Eastern Family Office Symposium in Dubai, UAE on the topic of "Investing in Oil and Gas:  Which Regions Harvest the Highest Returns."
 

OCT 2013
Professor Sury to speak at the Family Office & Private Wealth Management Forum in Napa Valley, CA, on the topic of "Targeting Risk Over Returns:  A New Paradigm Shift."
 
 
SEP 2013
Professor Sury to speak at Investment Trends Summit on the topic of, "Absolute Returns: The Role of Hedge Funds in Your Portfolio."
 

JUL 2013
Professor Sury to speak at the Family Office and Private Wealth Management Forum European Family Office & Private Wealth Management Forum in Newport, RI on the topic of the global economic outlook
 
 
JUN 2013
Professor Sury to speak at the Real Assets Investing Forum: Developing Real Returns for Harvest, to be held in San Francisco, CA.  He will be speaking on the outlook for precious metals, including gold, silver, and platinum.
 

JUN 2013
Professor Sury to host and moderate the "International Private Wealth Discussion: The Current State of Global Family Offices and Future Investment Cycles," at the European Family Office & Private Wealth Management Forum in Geneva, Switzerland on Global Fixed Income Strategies.
 
 
MAY 2013
Professor Sury to speak at the 9th Annual Emerging Managers Summit in Chicago on the topic of "Empirical Evidence on the Performance of Emerging Managers."
 

JAN 2013
Professor Sury to speak at the 27th Annual Police, Fire, EMS, and Municipal Employee Pension & Benefits Seminar, in conjunction with the National Association of Police Organizations (NAPO).
 
 
JAN 2013
Professor Sury to speak at the Institutional Investors Congress in London on the topic of "Emerging Markets and the Future of the European Economy."
 

JUN 2012
Professor Sury to speak at the European Family Office & Private Wealth Management Forum in Geneva, Switzerland on Global Fixed Income Strategies.
 
 
MAY 2012
Professor Sury to speak at the 8th Annual Emerging Managers Summit in Chicago on the topic of "Manager Selection & Due Diligence:  Best Practices"
 
 
MAY 2012
Professor Sury to address the University of San Diego's SFA on the nature of the hedge fund industry.
 
 
APR 2012
Sharath Sury quoted in MarketWatch article entitled, "Emerging Markets Suffer Setback on China Worries."
 
 
APR 2012
Sharath Sury to speak at the Real Estate Investors Summit: Dealmakers Conference in Miami on the topic of "Family Office Investors: Trends and Preferences"
 
 
MAR 2012
Sharath Sury quoted in MarketWatch article entitled, "China, India Rock Gold, Oil Commodity Markets."
 
 
MAR 2012
Professor Sury to speak at the 2012 Private Equity Summit in San Francisco on the topic of "Private Equity Exit Strategies"
 
 
MAR 2012
Professor Sury to speak at the 2012 Private Equity Summit in San Francisco on the topic of "The Role of Hedge Funds in Private Equity"
 
 
MAR 2012
Professor Sharath Sury to speak at the Trust, Tax, & Estate Planning Forum in New York on the topic of "Macroeconomic Outlook in 2012:  The US, Eurozone, and Emerging Markets."
 
 
FEB 2012
Professor Sury quoted in the Emerging Manager Focus, "New Research Shows Majority of Investment Managers Not Adding Value."
 
 
 
FEB 2012
Sharath Sury to speak at the Investment Education Symposium in New Orleans, sponsored by the Louisiana Trustee Educational Council, on the topic of "the Future of the Hedge Fund Industry."
 
 
JAN 2012
Sharath Sury to speak at the Energy Investment Forum in Austin, Texas on the topic of "Investment of Sustainable Energy Programs: A Question of ROI."
 
 
DEC 2011
Professor Sharath Sury, adjunct professor of financal economics (University of California) to speak at the Alternative Investment Summit in Laguna Niguel, CA on the topic of "Alternative Investment Styles & Strategies:  Economics Issues & Key Opportunities in 2012"
 
 
NOV 2011
SIFIRM Executive Director Sury to speak at the Family Office & Private Wealth Forum (West) in Santa Rosa, CA on the topic of "Due Diligence & Evaluation of Investment Managers."
 
 
NOV 2011
Sharath Sury discusses "The Continuing Case for Emerging Managers" at the Emerging Managers Summit (South) in San Antonio, Texas.
 
 
OCT 2011
SIFIRM affiliate SIGFIRM hosts lecture by Google Chief Economist Hal Varian at UC Santa Cruz.
 
 
OCT 2011
Professor Sharath Sury speaks at the European Alternative & Institutional Investing Summit in Monte Carlo, Monaco on the subject of "Alternative Asset Allocation Models for Institutional Investors: Theory & Practice."  Main discussion points include challenging traditional models of MPT, especially when including alternative investment managers, the use of Omega and conditional Value at Risk as optimizing variables, and the disintermediation of managers who do not add true alpha (excess returns, net of risk).
 
 
SEP 2011
Sharath Sury speaks at the 2011 Endowment & Foundation Conference in Boston, MA on the subject of "Opportunities in the Credit Markets." Discussion includes the risks and merits of distressed investing and credit strategies.
 
 
SEP 2011
SIFIRM Director Sury to speak at the Real Asset Investing Forum in San Francisco, CA on the topic of "Gold & Precious Metals:  A Valuation Perspective."
 
 
SEP 2011
Sharath Sury to lead discussion of "Black Swans: How to Mitigate Exogenous Risk" at the 5th Annual Private Equity Summit for Institutional Investors in San Francisco, CA.
 
 
JUL 2011
SCU Dean's Executive Professor of Finance Sharath Sury to speak at the Family Office & Private Wealth Management Forum in Newport, RI on the subject of "Manager Selection & Due Diligence."
 
 
JUN 2011
Sharath Sury discusses the merits of international investing and investor "home" bias for European investors in the panel entitled, "Investing Abroad: Identifying and Securing Investment Opportunities Outside of the Eurozone," at the European Family Office & Private Wealth Management Forum in Geneva, Switzerland.
 
 
JUN 2011
Professor Sury describes new research surrounding principles of efficient portfolio management in a closed door session for invited guests only in a speech entitled, "Elements of Efficient Portfolio Management: Some Observations & Current Research" at the Investment Trends Summit in Santa Barbara, CA
 
 
JUN 2011
SCU Dean's Executive Professor of Finance & SCIFIRM Director Sury to speak at the Clean & Green Investment Forum in San Francisco, CA on the topic of "Sustainable Investing: Solar Power Capital Investments."
 
 
MAY 2011
Sharath Sury speaks at the Emerging Managers Summit in Chicago, IL on the topic of "An Overview of Emerging Manager Programs and Platforms under the Current Regulatory Regime."
 
 
APR 2011
Sharath Sury speaks at the Real Estate Investors Summit & Dealmakers Conference in Miami, FL, on the subject of "Current Risks and Opportunities in the RMBS and CMBS Markets."
 
 
APR 2011
Sharath Sury discusses the international economic climate in 2011 at the European Investment Consultants Forum in London, UK in the panel entitled, "Emerging, Emerged, Advanced, and Decaying: Where is the Smart Money going in 2011?"
 
 
MAR 2011
Sharath Sury provides an overview of new regulatory shifts in investment management and banking in the panel entitled, "Government Taxation & Regulation:  What are the Current Changes," at the Trust Tax & Estate Planning Forum in New York, NY
 
 
DEC 2010
Professor Sury to speak at the Alternative Investing Summit in Dana Point, CA on the subect of "Opportunities in Hedge Funds & the Economic Outlook for Alternative Investment Strategies."
 
 
NOV 2010
SIFIRM affiliate SCIFIRM sponsors SCU Event: "What Investors Really Want," a lecture and book signing by Professor Meir Statman, author of the text.
 
 
NOV 2010
SCU Professor Sury sponsors a dozen students to participate in the Financial Analysis & Management Education Annual Conference in San Francisco, CA.
 
 
NOV 2010
Professor Sury speaks about the "Benefits & Opportunities of Investing in Emerging Managers:  Recent Empirical Evidence" at the Emerging Managers Investment Summit (South) in an Antonio, Texas.
 
 
OCT 2010
Sharath Sury offers insight on hedge fund strategy rotation and implementation in his panel discussion, "Hedge Funds: Bulletproof Alpha & Performing in All Market Conditions," at the European Alternative & Institutional Investing Summit 2010 in Monte Carlo, Monaco.
 
 
AUG 2010
SIFIRM sponsors the launch of the Sury Initiative for Global Finance & International Risk Management (SIGFIRM) at UC Santa Cruz..
 
 
JUL 2010
Professor Sury speaks on the subject of the evolving role of hedge funds and their prudent use in asset allocated portfolios at the Family Office and Private Wealth Management Forum in Newport, RI.
 
 
JUN 2010
Sharath Sury speaks at the 2nd Annual European Family Office & Wealth Management Conference in Geneva, Switzerland on the subject of "Global Credit and Fixed Income Markets."
 
 
MAY 2010
SIFIRM affiliate SCIFIRM at SCU hosts the "Value of Values: Social Investing and Corporate Social Responsibility." 
 
 
 
MAY 2010
Sharath M. Sury leads panel discussion on "Risk & Risk Management," at the 2010 Emerging  Managers Summit in Chicago, IL.
 
 
APR 2010
Professor Sury discusses FDIC policies surrounding bank auctions in a talk entitled, "FDIC Policies, Auctions, & Sales" at the 2010 Real Estate Investors/DealMaker's Conference in Miami, FL.
 
 
APR 2010
SCU Dean's Executive Professor Sharath Sury engaged incoming business majors in a lecture entitled, "Leadership Perspectives and the Foundations of Leadership." Professor Sury described successful leadership attributes, and his experience in industry and academia.
 
 
MAR 2010
Sharath Sury speaks at the Private Equity Summit for Institutional Investors on the subject of "Hedge Funds vs. Private Equity" in San Francisco, CA.  Professor Sury discusses the convergence between hedge fund strategies such as "strategic block investing" or "activist investing" and traditional private equity strategies.
 
 
DEC 2009
Sharath M. Sury speaks on the topic of "Defining, Finding, and Using Alpha" at the Alterative Investing Summit 2009 in Laguna Niguel, CA.
 
 
SEP 2009
Sharath Sury, SIFIRM Executive Director and Adjunct Professor of Economics at UC Santa Cruz, proposes a bullish outlook for US markets in a panel roundtable entitled, "Investment Styles & Strategies," at the 2009 Endowment and Foundation Forum in Boston, MA.
 
 
JUL 2009
Professor Sury discusses "The Role of Risk in Asset Allocation:  Tactical & Strategic" at the Family Office & Private Wealth Management Forum (2009) in Newport, RI.
 
 
JUN 2009
Professor Sury challenges traditional notions of portfolio construction and discusses integrated portfolio management in a discussion entitled, "Portfolio Construction & Risk Management," at the 2009 Investment Trends Summit in Santa Barbara, CA.
 
 
APR 2009
Sharath Sury to give lecture entitled, "Remarks on Systemic Risk in the Financial Markets" at the Arditti Center for Risk Management's Annual Conference at Depaul University, Chicago, IL.
 
 
JAN 2009 
SIFIRM sponsors the Santa Clara Initiative for Financial Innovation & Risk Management at SCU (SCIFIRM).  Professor Sury named Executive Director and Chair.
 
 
 
OCT 2008
Sharath Sury speaks at the 4th Annual Structured Products in the Private Banking Industry on "The Use of Structured Products to Enhance High Net Worth Portfolios: Understanding Structures and Pricing."  The talk highlighted the importance of understanding the strategies underlying any structured products program and ensuring competitive pricing for the investor.
 
 
SEP 2008
Sharath Sury speaks on the "Challenges Facing Endowments & Foundations: Past, Present & Future," at the 10th Anniversary of the Endowment & Foundation Forum, Boston, MA.
 
 
AUG, 2008
Sharath M. Sury appointed Dean's Executive Professor of Finance at Santa Clara University
 
 
APR 2008
Sharath Sury to speak on "Implementing Alternative Investments: Single Hedge Funds versus Fund of Funds versus Multistrategy Funds" at the Reuters AdvicePoint Forum in New York, NY
 
 
FEB 2008
Sharath Sury appointed to the Executive Committee of the San Jose Police Officer's Association Foundation.
 
 
JAN 2008
Sharath M. Sury appointed Adjunct Professor of Finance at Santa Clara University
 
 
JAN, 2008
Sharath M. Sury appointed Adjunct Professor of Economics at University of California, Santa Cruz
 
 
OCT 2007
Sharath Sury to lead discussion on "The Changing Profile of Sophisticated Investors," at the Lipper  Investor Outlook & Master Class in New York, NY
 
 
JUN 2007
Sharath Sury will discuss the role of "alpha" and "beta" in risk budgeting via a discussion entitled, "Greek Lessons: Differentiating between Alpha and Beta" at the Hedge Funds World Conference in the Bahamas.
 
 
JAN 2007
Sharath Sury to Chair the Private Banking India 2007 conference in Mumbai, India.  Sury will deliver the "Chairman's Address" and give a prepared speech on "Integrating Wealth Management & Risk Budgeting"
 
 
NOV 2006
Sharath Sury to speak on "Risk Budgeting & Hedge Fund Replication:  Are you getting what you paid for?" at the Liability Driven Investing: Analyzing Sophisticated Solutions to the Asset Liability Challenge conference at the Harvard Club in New York, NY.
 
 
APR 2006
Sharath Sury will speak at the CFO Private Equity Roundtable in Chicago, IL on the topic of "Convergence in the Hedge Fund & Private Equity Arenas."
 
 
JAN 2006
Sharath M. Sury appointed Adjunct Professor of Finance at DePaul University