Agenda
Fall JOIM Conference Series (in-person event)
October 17 – 18, 2022 / UCSD campus
co-hosted with the UCSD Rady School of Management
Tentative Agenda
Monday, October 17th
8:00am – 9:00am – Breakfast
General Sessions
9:00am – opening remarks: Gifford Fong
9:15am -10:15am – Keynote Speaker – t.b.d.
10:15am – 10:45am – Refreshment Break
10:45am – 12:00am
Stefano Cavaglia, State of Wisconsin Investment Board
Portable Beta and Total Portfolio Management
12:00pm – 1:00pm – Lunch
1:00pm – 2:15pm
Johannes Wieland UCSD /NBER
Housing Demand and Remote Work
2:15pm – 2:45pm – Refreshment Break
2:45pm -4:00pm
Michael Melvin, UCSD Rady School of Management
How useful is a Prospectus in Identifying Greenwashing Versus True ESG Funds?
4:10pm Reception
Tuesday, October 18th
7:30am – 8:30am – Breakfast
General Sessions
8:30am -9:45am
Will Kinlaw, State Street
The Determinants of Inflation
Discussant: Vineer Bhansali, LongTail Alpha
9:45am – 10:15am -Refreshment Break
10:15m – 11:30am
Allan Timmermann, UCSD Rady School of Management
Search and Predictability of Prices in the Housing Market
11:30pm – 12:30pm – Lunch
12:30pm – 1:45pm
Alessio de Longis, Invesco
Tactical Asset Allocation, Risk Premia, and the Business Cycle: A Macro Regime Approach
1:45pm – 2:15pm – Refreshment Break
2:15pm -3:30pm – t.b.d.