Location: CBOE Global Markets, Chicago
Date: October 8, 2025
Cost: Free

Speaker: Michael Philbrick, CEO, ReSolve Asset Management

Speaker: Shane McCarthy, Managing Director, LAB Quantitative Strategies

Discover what’s driving the surge in “portable alpha” investing.  This concise update highlights the main forces behind rising demand, the kinds of investors embracing the approach – from large pension funds to nimble family offices – and how much money is flowing into it. The speaker will highlight the scale of assets now in play, outline which investor segments are expanding fastest, and flag emerging preferences for fee levels, liquidity, and underlying market benchmarks. Listeners will leave with a concise view of the key forces shaping portable alpha today and where demand is heading next.

Speaker: Jonathan Glidden, CIO, Delta Air Lines
Host: Rodrigo Gordillo, President, ReSolve Asset Management

An inside look at how one of the world’s largest corporate pensions has implemented portable alpha. Jonathan will share his journey with the strategy—why he pursued it, the alpha stacks he’s used, and the lessons learned from real-world application. This candid discussion will highlight the institutional rationale behind portable alpha and why financial advisors should be paying close attention to the opportunities it creates today.

Speaker: Patrick Kazley, Head of Solutions, One River Asset Management

Explore how capital-efficient overlays combining equities with convex strategies can improve long-term portfolio compounding.

Learn how rebalancing methods, negative correlation, and convexity are used to stack return streams without disrupting core allocations, and how these tools are used by sophisticated investors globally.

Speaker: Michael Crook, CIO, Mill Creek Capital Advisors

A presentation of new research showing how capital efficient strategies perform in taxable accounts: what the tax drag looks like, how to address it, and when these strategies may still outperform.

Moderator: Dillon Pierce, Head of Advisor Solutions, Newfound Research

Panelists:

• Brandon Arns, Portfolio Manager at WJ Interests
• Homer Smith, Private Wealth Advisor, Konvergent Wealth Partners
• Rich Toscano, Financial Advisor, Pacific Capital Associates
• Sonu Varghese, Vice President, Global Macro Strategist, Carson Wealth

How real world RIAs are using return stacking, capital efficiency, and portable alpha: products, portfolios, taxes, client conversations, and behavioral strategies.

Guest: Mark Horbal, Managing Director (Systematic Strategies Group), Canada Pension Plan
Host: Adam Butler, CIO, ReSolve Asset Management

A candid conversation about how portable alpha is implemented in a real institutional portfolio, lessons learned from 2020, and where innovation is heading.

Moderator: Corey Hoffstein, CIO, Newfound Research

Panelists:

• Buck Betten, Deputy CIO, MacArthur Foundation
• Roxton McNeal, Portfolio Manager

Institutional investors have long embraced portable alpha strategies as a way to pursue enhanced returns, manage risk, and achieve specific portfolio objectives. In this session, Buck Betten and Roxton McNeal share firsthand experiences from their institutions, including the investment objectives and constraints that guided their decision-making, practical approaches to integrating portable alpha, and lessons learned along the way. The conversation will offer valuable insights into how institutional best practices (particularly in governance, portfolio design, and stakeholder communication) can translate into actionable strategies for allocators seeking to implement portable alpha and return stacking in client portfolios.

Speaker: Michael Philbrick, CEO, ReSolve Asset Management

Unwind and connect with speakers, peers, and fellow practitioners.