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Sponsor Series: Multi-Asset Panel

May 07, 2025
5:30 PM - 8:00 PM
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The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326
Directions
Special Thanks To Our Sponsors

Hear from our panelists of global thought leaders on Multi-Asset strategies and solutions. Learn how these leaders create diversified portfolios by investing across various asset classes, such as equities, fixed income, real assets, and alternatives. These strategies aim to achieve specific, risk-adjusted investment outcomes, like total return, flexible income, and volatility management, by leveraging strategic and tactical asset allocation combined with global fundamental and macro expertise.
Barbara Reinhard, CFA | Senior Managing Director, Chief Investment Officer, Multi-Asset Strategies and Solutions | Barbara is the chief investment officer, multi-asset strategies and solutions at Voya Investment Management. She is responsible for the strategic direction and overall day-to-day portfolio management and human capital management of Voya’s multi-asset business. Prior to joining Voya, Barbara was the chief investment officer for Credit Suisse Private Bank in the Americas where she managed discretionary multi-asset portfolios and was a member of the global asset allocation and the employee pension investment committees. Prior to that, she worked at Morgan Stanley as the deputy chief investment strategist for the global wealth management division. Barbara earned a BA in economics from Trinity College and is a CFA® Charterholder.
Alex Shingler, CFA | Managing Director, is co-head of Income Investing for BlackRock’s Multi-Asset Strategies & Solutions group. He is a portfolio manager for a number of income strategies including the Multi-Asset Income Fund, Dynamic High Income Fund, Managed Income Fund, and Multi-Asset Income model portfolios.
Alex’s service with the firm dates back to 2009, where he joined as a portfolio manager and research analyst within BlackRock’s European and US credit businesses. Alex has spent his career investing across equity and fixed income markets and before joining BlackRock in London, Alex focused on special situation equity investments.
Alex earned his AB, summa cum laude, in philosophy from Princeton University. Alex grew up in Montreal, Canada, and resides in the New York City area with his wife and daughter.
Alessio de Longis, CFA | Head of Asset Allocation and Senior Portfolio Manager for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, he leads portfolio management responsibilities, research and investment process for strategic asset allocation, tactical asset allocation and manager selection across the platform, which leverages Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs. Between 2019 and 2023, Mr. de Longis led the group's global tactical asset allocation capabilities, focusing on the development, implementation, and management of macro regime-based strategies across asset classes.
Mr. de Longis joined Invesco in 2019 when the firm combined with OppenheimerFunds, where he was team leader and senior portfolio manager of the global multi-asset team. Prior to that, he was a member of the global debt team, where he served as currency portfolio manager and global macro analyst. Mr. de Longis is a published author in the field of macro-based systematic tactical asset allocation, factor investing, and currency overlay strategies. He is regularly featured across financial media outlets. Mr. de Longis earned a BA degree and an MA in economics from the University of Rome Tor Vergata, as well as an MSc in financial economics and econometrics from the University of Essex. He is a Chartered Financial Analyst® (CFA) charterholder.
Moderated by, Benjamin Nye, CFA, Chief Investment Officer | Ben is the Chief Investment Officer at Narwhal Capital Management where he leads the investment operations of the firm. Narwhal Capital is an SEC-registered RIA with a focus on individual equities and fixed income instruments. Ben earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. He received a bachelor’s degree in finance from the University of Washington and an MBA from Emory University's Goizueta Business School.
Tickets
$30.00 Member Ticket | Advanced Registration Required
$60.00 Guest Ticket | Advanced Registration Required
$30.00 CFA Atlanta Namebadge
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354