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Structural Evolution of Capital Markets: New Risks and New Opportunities (10/19/2022)
Wednesday, October 19, 2022, 3:30 PM - 6:30 PM PST
Category: Panel Discussion

SAIA's Quarterly Event (10/19/2022):

Structural Evolution of Capital Markets: New Risks and New Opportunities

Dear SAIA Community,

We are excited to have hedge fund industry veterans Joe Scoby, Clint Carlson, and Aimee Hirata join us for a discussion about the structural evolution of capital markets and what it has meant for the hedge fund industry.

Joe has held many distinguished seats in the hedge fund and broader investment industry, including the Chief Risk Officer of UBS. Clint founded and runs the Texas based multi-strategy hedge fund stalwart Carlson Capital. Aimee is the global head of Product Strategy for BlackRock Alternative Advisors - BlackRock's hedge fund solutions team.

Specific topics may include a history of their experience in the broader investment industry, the impact of technology and increased competition in hedge fund strategies, what hedge fund strategies they are most excited about and what risks are most top-of-mind as we look into the future.

For more details about our panel and to register, please see below.  

We look forward to seeing you soon!

Event Details & Registration:

Date: October 19th, 2022
Time (Pacific Time):
Registration & Sign up: 3:30PM to 4:00PM
Panel Discussion & Q&A: 4:00PM to 5:15PM 
Networking: 5:15PM to 6:30PM 
Location: K&L Gates
925 Fourth Avenue, Suite 2900
Seattle, WA 98104
Cost: 
SAIA Members: Free
Non Members: $50
Click Here To Register

All of this would not be possible without our members and sponsors. We are thankful for your continued support in building and fostering a premier investment community in the Pacific Northwest area!

Panel:

Joseph Scoby

Founder and Chief Investment Officer - Flow State Investments, LP

Joseph Scoby is the Founder and Chief Investment Officer of Flow State Investments, LP, a multi-strategy, alternative investment management firm focusing on merger arbitrage, equity capital markets, SPACs, and statistical arbitrage. He has accumulated over 30 years of experience in the investment and risk management businesses.  Prior to founding Flow State, Joe was the Head of the Systematic Investing business at Magnetar Capital and a member of the firm’s management and investment committees; was CIO and head of Achievement Asset Management; and founded and led UBS O’Connor for 9 years.   During the financial crisis, Joe stepped away from his role running UBS O’Connor to join the UBS Group Executive Board where he served as the bank’s Chief Risk Officer, responsible for controlling market, credit, and operational risk for all of UBS.   Joe ran US Equities for the UBS investment bank early in his career as a consequence of the acquisition of the options market making firm O’Connor and Associates, where Joe got his start.  

Joe graduated from the University of Pennsylvania with a Bachelor’s in Science in Economics (Wharton) and a Master of Arts in Regional Science (College of Arts and Sciences) in 4 years with Honors.  He has served on the boards of Wharton, RJ O’Brien futures, Chicago’s Children’s hospital, and Chicago’s Archdiocese.

 

Clint Carlson

President and Chief Investment Officer - Carlson Capital

Mr. Carlson founded Carlson Capital in 1993. For five years prior, he was head of risk arbitrage for the investment arm of the Bass Brothers organization. Before joining the Bass organization, Mr. Carlson co-managed a risk arbitrage fund for Maxxam Group and affiliated companies. Mr. Carlson received a B.A. and an M.B.A. from Rice University and a law degree from the University of Houston. Additionally, he is a Board Member of the Rice Management Company

Moderator:

 

Aimee Hirata

Managing Director, Global Head of Product Strategy - BlackRock Alternative Advisors

Aimee Hirata, Managing Director, is the global head of Product Strategy for BlackRock Alternative Advisors (BAA). BAA comprises the firm's Hedge Fund Solutions team, which manages over $31 billion in external hedge fund and co-investment assets. Ms. Hirata is a member of the BAA Management Committee and is responsible for leading product strategy, marketing and client service across BAA.

Ms. Hirata's service with the firm dates back to 2001, including her years with Quellos Group, LLC, of which the alternative investment management business was acquired by BlackRock in 2007. At Quellos, Ms. Hirata served as an Associate Director focused on client consulting and capital markets research. From 1998 to 2001, she was a senior analyst at Jeffrey Slocum & Associates, consulting to major Midwest corporations, endowments, foundations, pension funds and Taft-Hartley clients. While at Slocum, Ms. Hirata had the added responsibility of co-leading the firm's pension research team, specializing in benefit plan investment allocation.

Ms. Hirata earned a BS degree in business administration with a double major in management and marketing from Creighton University in 1996.

We look forward to hosting you!

SAIA Board