Virtual Presentation

Overlay Strategies Symposium

Join us for a virtual symposium with case studies presented by overlay strategy experts from Milliman FRM, NISA, Parametric, and Russell Investments.

Hear experts talk about how they implement customized overlay strategies using listed and OTC derivatives to meet institutional clients’ needs across asset classes. Get an introductory view and real-world examples of strategies being executed using liquid, capital-efficient, regulated futures markets.

Topics

  • NISA: Deciding Portable Alpha's Beta
  • Parametric: Operational Tools for Liquidity & Rebalancing During Market Volatility
  • Russell: Improving Asset Allocation with Treasury Bond Futures
  • Milliman: Volatility and Pensions – Ways to Mitigate the Impact of Turbulent Markets

Presenters

Jeanne Russo

Senior Trader and Risk Manager,
Milliman FRM

Read Bio

Ram Kelkar

Principal, Head of Capital Markets,
Milliman FRM

Read Bio

Daniel Wamre

Senior Portfolio Manager,
Parametric

Read Bio

Thomas Fletcher

Managing Director, Overlay Services,
Russell Investments

Read Bio

Elizabeth Flores

Executive Director, Buyside Client Development & Sales,
CME Group

Read Bio

Richard R. Ratkowski, CFA

Director, Investment Strategies,
NISA

Read Bio

Access the virtual presentations

Click here to view the Overlay Strategies Virtual Symposium.

CME Group is the world’s leading derivatives marketplace. The company is comprised of four Designated Contract Markets (DCMs). 
Further information on each exchange's rules and product listings can be found by clicking on the links to CME, CBOT, NYMEX and COMEX.

© 2025 CME Group Inc. All rights reserved.