March 31 - April 1 2026
| New York Marriott, Brooklyn Bridge
Decode the Market. Build the Future.Capture the Alpha.
Kai Liu
Vice President and Investment Risk Manager Neuberger BermanKai Liu, FRM, CIPM, Vice President and Investment Risk Manager, joined Neuberger Berman in 2015. He is responsible for managing the investment risk solutions that protect the firm's clients, assets, and reputation. He partners with investment teams to achieve portfolio returns consistent with their expected risk and leads projects to enhance the risk and performance analytics capabilities of the firm. Prior to joining Neuberger Berman, he served in various client service roles at GGHC and Lord Abbett. Kai earned a BS in Finance and Marketing from Binghamton University. He is a Certified FRM and holds the Certificate in Investment Performance Measurement™ designation.
DAY ONE I Tuesday March 31
9:30 AM OFF THE RECORD - KEYNOTE SUPER PANEL 1.0: Rethinking Portfolio Construction: Risk, Uncertainty, and the Active Edge
Discussion Points:
• Are current risk models still fit for purpose in an increasingly complex market environment?
• How do you define "risk" when some of the largest drawdowns come from uncertainty and not measurable volatility?
• What can active managers learn from behavioural finance to improve portfolio resilience?
• How is the perception of diversification evolving in institutional investment circles?
Check out the incredible speaker line-up to see who will be joining Kai.
Download The Latest Agenda
