BOSTON--(www.windhamgs.com), a division of Windham Capital Management, hosted its second annual Client Conference. Titled “New Perspectives on Risk,” the event took place at the Taj Boston Hotel on September 5th and 6th.)--Boston-based investment technology provider and consultant Windham Global Solutions (
“It was a great opportunity for me to absorb some of the wisdom of the Windham team, take part in software workshops, and learn from the experiences of other advisors to make the most of Windham tools”
This year’s event builds on the success of the First Annual Conference in 2011, which was held at the Boston Harbor Hotel. It featured a full day and a half of programming and drew over 60 attendees from the US, Canada, and Europe.
“We were pleased to offer an expanded program this year to address topics that are timely and important to our clients,” said Tim Adler, Managing Partner and Director of Research and Technology at Windham Global Solutions.
The conference featured presentations by a number of thought-leaders from the industry and academia, including Windham Founder Mark Kritzman; Nicholas Barberis of the Yale School of Management; Jeffrey Pontiff of Boston College; David Turkington of State Street Associates; and Thomas Felker of Seattle-based North Forty Management. Topics covered include recent research on stock pricing and behavioral finance, as well as Mr. Kritzman’s new research on liquidity and portfolio choice.
Attendees also participated in a second day of workshops focused on Windham’s software products, primarily The Windham Portfolio Advisor®, a leading asset allocation, risk management and simulation software used by asset managers worldwide for the construction of efficient portfolios.
“It was a great opportunity for me to absorb some of the wisdom of the Windham team, take part in software workshops, and learn from the experiences of other advisors to make the most of Windham tools,” commented John Osbon, Chief Investment Officer of Osbon Capital Management in Boston, MA.
About Windham Global Solutions
Windham Global Solutions is a division of Windham Capital Management, LLC, based in Boston, MA. A leader in investment technology and research, Windham Global Solutions has designed the Windham Portfolio Advisor® for investors seeking a more sophisticated way of managing portfolios. This innovative investment analysis software platform provides asset allocation, risk management and simulation tools that assist investors in constructing efficient portfolios. For more information, visit www.windhamgs.com.