Conference Materials

Below are links to various presentations given at previous Client Conferences in Adobe Acrobat format.

2008

Everyday Solutions: StyleADVISOR Tips & Tricks
Lauren Boismier, Client Consultant, Zephyr Associates and Donny Atkinson, Client Support Consultant, Zephyr Associates
Research Solutions: Advanced Dynamic Text
Jim Morin, Professional Services, Zephyr Associates and Stanley Veale, Senior Software Quality Assurance Engineer, Zephyr Associates
Research Solutions: Using the Right Tool for the Job
Marc Odo, Director of Client Consulting & Education, Zephyr Associates
Solutions Spotlight: Zephyr-On-Demand (ZOD)
Dirk Hobman, Client Consultant, Zephyr Associates; Chris Baus, Senior Software Engineer, Zephyr Associates; Jim Morin, Professional Services, Zephyr Associates; Mark Daniel, SVP Sales & Product Design, Zephyr Associates
Solutions Spotlight: ETFs
Tom Guarini, Principal, Intermediary Business Group, State Street Global Advisors
Reporting Solutions: Basic Dynamic Text
Jim Morin, Professional Services, Zephyr Associates
Everyday Solutions: AllocationADVISOR Tips & Tricks
Lauren Boismier, Client Consultant, Zephyr Associates and Donny Atkinson, Client Support Consultant, Zephyr Associates
Solutions Spotlight: Zephyr Automation Package (ZAP)
Kelly Higgins, Vice President of Sales, Zephyr Associates; Kevin Murch, Senior Software Engineer, Zephyr Associates; Trina Sweet, Manager of Investment Analytics, DiMeo Schneider & Associates, L.L.C.
Research Solutions: Recent Advances in Mean Variance Optimization
Thomas Becker, Ph.D., Senior Software Engineer, Zephyr Associates
Research Solutions: Statistics for Non-Statisticians
Dirk Hobman, Client Consultant, Zephyr Associates
Reporting Solutions: Automation with the Current Package
Lauren Boismier, Client Consultant, Zephyr Associates and Dustin Bonnema, Investment Analyst, Main Street Advisors
Solutions Spotlight: Big Returns in Small Places
Ravi Deo, Chief Investment Officer and Chief Technology Officer, Altura Capital Group
Everyday Solutions for Financial Advisors
Dirk Hobman, Client Consultant, Zephyr Associates
Everyday Solutions for Money Managers
Marc Odo, Director of Client Consulting & Education, Zephyr Associates
Research Solutions: Manager Searches
Lauren Boismier, Client Consultant, Zephyr Associates
Research Solutions: Data Solutions
Mark Daniel; SVP, Sales & Product Design and Mike Drumm, Senior Sales Consultant
Zephyr Boot Camp
Lauren Boismier, Client Consultant, Zephyr Associates and Marc Odo, Director of Client Consulting & Education, Zephyr Associates
Final Conference Agenda

2007

Using the Right Tool for the Job
Marc Odo, CFA, Zephyr Associates, Inc.
Managing the Complete Firm in a Brave New World
John F. Casey, Chairman, Casey, Quirk and Associates
Dealing With Exceptions In The Black-Litterman Framework
Marc Odo, CFA, Zephyr Associates, Inc.
A Road Map to Efficient Investing Using Zephyr
Steve Hammers, Managing Partner and Chief Investment Strategies, Compass Advisory Group
Beyond StyleADVISOR
Renee Putman, Product Placement Analyst, Janus Portfolio Analytics & Aaron Moore, Chief Technology Officer, Zephyr Associates
StyleADVISOR Statistics Overview
Bob Atkinson, Zephyr Associates, Inc.
Evaluating the Performance Persistence of Mutual Fund and Hedge Fund Managers
Ivan Meier, Ph.D., Assistant Professor of Finanace, HEC Montreal
The Math of Black-Litterman
Thomas Becker, Zephyr Associates, Inc.
Differentiating Manager Skill from Luck
Steve Hardy, Founder, Zephyr Associates, Inc.
Fact or Fiction? Unraveling the Great American Wealth Transfer
Robert F. Sharpe. Jr., President, The Sharpe Group
Zephyr Boot Camp
Lauren Boismer, Zephyr Associates, Inc.
Final Conference Agenda
Using Dynamic Text for Fact Sheets and More
Jim Morin, Zephyr Associates, Inc.

2006

Interdependence of Hedge Funds and Managed Future Risk Measures
Raj Gupta, Research Director, CISDM
Harnessing Power of the StyleADVISOR API For Mass Reporting
Joel Soroos, CFA, AIM Investments
Asset Allocation Puzzle in a Constrained Universe
Ali Jaffrey, Sr. Portfolio Manager, Saudi National Commercial Bank
Getting More From StyleADVISOR
Marc Odo, Zephyr Associates
Leveraging Your Expertise for Better Manager and Fund Evaluation
Bob Padgette, CFA, CIMA & Tim Paulin, CFA, Klein Decisions, LLC
Analysis Beyond the Russell 4 Corner
Richard T. Pawelko, JMG Financial Group, Ltd.
A Mathematical View of the New Statistics StyleADVISOR
Thomas Becker, Zephyr Associates, Inc.
Final Conference Agenda