The Story of UC Investments: Mastering Long-Term Success Through Strategic Asset Allocation, Active Management, and Strong Organizational Culture | Chennai

The Story of UC Investments: Mastering Long-Term Success Through Strategic Asset Allocation, Active Management, and Strong Organizational Culture | Chennai

This speech explores how UC Investments has achieved long-term success through strategic asset allocation, robust investment policy statements (IPS), and effective risk management. Over the past 30 years, these strategies have enabled UC portfolios to consistently outperform market indices by capitalizing on trends in interest rates, technology, and geopolitical shifts. Real-life case studies illustrate the importance of agility in responding to market changes, while the discussion also highlights the evolving dynamics between active and passive management. Building strong asset allocation models is emphasized as essential for guiding investment decisions, alongside fostering a resilient organizational culture that drives performance. The speech concludes with insights on future risks and the significant role of Indian capital markets in the global investment landscape.”

EVENT DETAILS:

DATE: Saturday, 3rd August , 2024

TIME: 10:00 am to 12:00 pm Followed by Snacks (Registration starts at 9:30 am)

VENUE:  Freemasons Hall, Chesney Lane, Egmore, Chennai, Tamil Nadu 600008

REGISTRATION:

CFA Society India members: INR 500 (Refundable on attendance)

Passed Level III of the CFA Program: INR 1250

CFA® Program Registered Candidates: INR 750

Others: INR 1750

 



Satish Swamy, CFA

Satish Swamy, CFA is senior managing director at the University of California Investments office, which he joined in 1998. He is currently the Head of Asia, co-head of both Global Real Estate and Asset Allocation for the UC system’s $180 Billion portfolio, including oversight of global fixed income. His more than 30 years of investment industry experience have also included positions with Lincoln Financial Group and Analytic Investors. At UC Investments, Swamy is a member of the leadership team and investment committee. Additionally, Swamy holds a prestigious position as a faculty member in the finance department at the Haas School of Business at UC Berkeley, where he teaches a highly sought-after elective in Finance for MBA students. Swamy received his B.E. in electronics engineering from Bangalore University, an M.S. in electrical and computer engineering from University of Houston, and an M.B.A. in finance from University of Southern California. He was a board member of the CFA Society of San Francisco from 2004-2012 and served as society president in 2010-2011. He also served as the head of the San Francisco chapter of the Global Association of Risk Professionals (GARP) from 1996-2016. He has published in the Handbook of Derivative Instruments and was invited to speak at the Federal Reserve Bank of Atlanta’s financial market conference in 2017


Satish Swamy, CFA


Satish Swamy, CFA is senior managing director at the University of California Investments office, which he joined in 1998. He is currently the Head of Asia, co-head of both Global Real Estate and Asset Allocation for the UC system’s $180 Billion portfolio, including oversight of global fixed income. His more than 30 years of investment industry experience have also included positions with Lincoln Financial Group and Analytic Investors. At UC Investments, Swamy is a member of the leadership team and investment committee. Additionally, Swamy holds a prestigious position as a faculty member in the finance department at the Haas School of Business at UC Berkeley, where he teaches a highly sought-after elective in Finance for MBA students. Swamy received his B.E. in electronics engineering from Bangalore University, an M.S. in electrical and computer engineering from University of Houston, and an M.B.A. in finance from University of Southern California. He was a board member of the CFA Society of San Francisco from 2004-2012 and served as society president in 2010-2011. He also served as the head of the San Francisco chapter of the Global Association of Risk Professionals (GARP) from 1996-2016. He has published in the Handbook of Derivative Instruments and was invited to speak at the Federal Reserve Bank of Atlanta’s financial market conference in 2017

2 PL CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price

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2024-8-3 10:00 2024-8-3 12:00 Asia/Kolkata The Story of UC Investments: Mastering Long-Term Success Through Strategic Asset Allocation, Active Management, and Strong Organizational Culture | Chennai This speech explores how UC Investments has achieved long-term success through strategic asset allocation, robust investment policy statements (IPS), and effective risk management. Over the past 30 years, these strategies have enabled UC portfolios to consistently outperform market indices by capitalizing on trends in interest rates, technology, and geopolitical shifts. Real-life case studies illustrate the Freemasons Hall, Chesney Lane, Egmore, Chennai, Tamil Nadu 600008
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