Join CFA Society Cleveland for Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future
The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future
Once a staple of institutional portfolios, portable alpha strategies fell out of favor after the global financial crisis exposed their structural vulnerabilities. Yet in today’s environment of low forward-looking returns and growing demand for diversification, the concept is quietly returning—refined and rebranded. This presentation explores the historical evolution of portable alpha, the mechanics behind its modern implementation via return stacking, and the portfolio construction challenges it seeks to address in a capital-constrained world.
Sponsored by Newfound Research
Lunch will be held on the eastside at Corporate College
Find more information about Newfound Research
Corey Hoffstein, (11) Corey Hoffstein | LinkedIn
Corey Hoffstein is the CEO and CIO of Newfound Research and portfolio manager for Return Stacked® ETFs. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.
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