Portable alpha has re-emerged as a key topic for institutional investors navigating today’s market environment. As allocators face tighter return expectations, higher funding costs, and evolving diversification challenges, many are reassessing how to efficiently separate beta exposure from alpha generation.
In this discussion, experienced allocators and industry practitioners explore how portable alpha strategies are being implemented today, the lessons learned from prior market cycles, and the operational, liquidity, and risk considerations that matter most in modern portfolio construction.
Speakers
Alex Chung, Director, Investments, CommonSpirit Health
Susanne Gealy, Founder, Alignment Alpha Research
Phillip Vitale, Investment Sourcing and Due Diligence, Eagle’s View Capital Management
Moderator: Erin Hickey, Director, Capital Introduction, Marex
You can learn more about our panelists by viewing their speaker biographies.
Watch the webinar
Hear perspectives on:
Why portable alpha is gaining renewed attention among institutional investors
Different implementation structures and portfolio approaches
Managing financing, liquidity, operational, and tail risks
The role of transparency, governance, and education in successful programs
Evaluating alpha diversification across asset classes and strategies
Emerging opportunities in niche and global markets
This conversation offers practical insights for investors evaluating portable alpha as part of a broader portfolio strategy.
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A diversified global financial services platform
Marex Prime Services is a leading full-service institutional prime broker, with a global multi-asset platform tailored for investment managers worldwide. It has a strong track record in supporting both emerging and established funds seeking to work with a single partner or to diversify their prime brokerage counterparties.
Combining a highly personalized concierge-style service model with a comprehensive suite of award-winning services, Marex supports clients in raising capital, strengthening growth and managing risk at every stage of their journey. Services include high and low touch execution, financing, outsourced trading, operational support, capital introduction and business consulting.
Marex Prime Services is a division within Marex, a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the financial, energy and commodities markets.
