Investing amid low expected returns

Thursday 15 September 2022 | 18:30 - 19:30 | Evening Event

Please note, this is an in-person event.

In this session, Antti Ilmanen shares key insights from his latest book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. The book delivers a timeless and timely treatment of strategic investment processes in times of low expected returns.

Antti will explain how the decades-long fall in required returns in all major asset classes has given great tailwinds until now, but promises headwinds, slow pain or fast pain, for the future. He will further discuss common investor responses to this low expected return challenge.

After reviewing the bleak outlook, Antti provides some constructive answers. He will summarise the key building blocks to long-run returns, as well as efficient ways of putting the pieces together into a portfolio including:

  • Major asset class premia
  • Illiquidity premia
  • Style premia
  • Alpha premia 

Please see here for further information on Antti's book, including an excerpt and reviews by major investors and media.

Timings

Registration: 18:00

Event: 18:30 - 19:30

Networking: 19:30 - 20:30

CPD Points: 1.00

Speakers

Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group, AQR Capital Management

Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's broad investment ideas.

Prior to joining AQR, Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade in a variety of roles at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland.

Over the years, he has advised many institutional investors, including Norway’s Government Pension Fund Global and the Government of Singapore Investment Corporation. Antti has published extensively in finance and investment journals and has received a Graham and Dodd award, the Harry M. Markowitz special distinction award, and multiple Bernstein Fabozzi/Jacobs Levy awards for his articles. 

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