The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future

Schedule

Wed Nov 12 2025 at 12:00 pm to 01:30 pm

UTC-05:00

Location

Union Club | Cleveland, OH

Advertisement
Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future
About this Event

Join CFA Society Cleveland for Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future

The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future

Once a staple of institutional portfolios, portable alpha strategies fell out of favor after the global financial crisis exposed their structural vulnerabilities. Yet in today’s environment of low forward-looking returns and growing demand for diversification, the concept is quietly returning—refined and rebranded. This presentation explores the historical evolution of portable alpha, the mechanics behind its modern implementation via return stacking, and the portfolio construction challenges it seeks to address in a capital-constrained world.

Sponsored by Newfound Research

Valet Parking will be provided by CFA Society Cleveland at The Union Club

Find more information about Newfound Research

Corey Hoffstein, (11) Corey Hoffstein | LinkedIn

Corey Hoffstein is the CEO and CIO of Newfound Research and portfolio manager for Return Stacked® ETFs. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.

CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.

You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member . Check our website for membership information, join as a local member and attend most events free!

Local Member $150

Candidate Member $125

Student Member $50

Advertisement

Where is it happening?

Union Club, 1211 Euclid Ave, Cleveland, United States

Event Location & Nearby Stays:

Tickets

USD 0.00 to USD 50.00

CFA Society Cleveland

Host or Publisher CFA Society Cleveland

It's more fun with friends. Share with friends

Discover More Events in Cleveland

JONAS BROTHERS: JONAS20 GREETINGS FROM CLEVELAND, OHIO
Wed, 12 Nov at 12:30 am JONAS BROTHERS: JONAS20 GREETINGS FROM CLEVELAND, OHIO

Rocket Arena

Jonas Brothers: JONAS20 Greetings From Your Hometown
Wed, 12 Nov at 12:30 am Jonas Brothers: JONAS20 Greetings From Your Hometown

Rocket Arena

TRIPS-ADVENTURES
PARKING: Jonas Brothers: JONAS20 Greetings From Your Hometown
Wed, 12 Nov at 12:30 am PARKING: Jonas Brothers: JONAS20 Greetings From Your Hometown

Rocket Arena

TRIPS-ADVENTURES
Plastics Extrusion World Expo NA 2025
Wed, 12 Nov at 09:00 am Plastics Extrusion World Expo NA 2025

Huntington Convention Center of Cleveland

BUSINESS EXHIBITIONS
Minus the Bear - Menos El Oso 20th Anniversary Tour
Wed, 12 Nov at 07:00 pm Minus the Bear - Menos El Oso 20th Anniversary Tour

House of Blues Cleveland

ART
Trailer Trash Tammy: The Loose Lips Tour
Wed, 12 Nov at 07:00 pm Trailer Trash Tammy: The Loose Lips Tour

Pickwick & Frolic/Hilarities 4th Street Theatre

ENTERTAINMENT COMEDY
Thomas Dolby
Wed, 12 Nov at 07:00 pm Thomas Dolby

House Of Blues - Cleveland

TRIPS-ADVENTURES
Cleveland Cavaliers vs. Toronto Raptors
Wed, 12 Nov at 07:00 pm Cleveland Cavaliers vs. Toronto Raptors

Rocket Arena

TRIPS-ADVENTURES
Startups Fund Raising Program
Fri, 18 Sep at 01:00 pm Startups Fund Raising Program

Cleveland

BUSINESS CONFERENCES
Cleveland: Financial Ed., Business Ownership, & Real Estate Investing
Thu, 30 Nov at 07:00 pm Cleveland: Financial Ed., Business Ownership, & Real Estate Investing

Cleveland

WORKSHOPS VIRTUAL
Start a Remote Career, Get Your Insurance License
Sat, 06 Sep at 01:00 pm Start a Remote Career, Get Your Insurance License

Cleveland Public Library

WORKSHOPS HEALTH-WELLNESS
Supply Chain, Logistics Technology & Warehouse (SCLT&W)
Tue, 16 Sep at 10:00 am Supply Chain, Logistics Technology & Warehouse (SCLT&W)

Urban League of Greater Cleveland

Nurse Blake
Thu, 02 Oct at 07:00 pm Nurse Blake

TempleLive Cleveland Masonic

TRIPS-ADVENTURES
Empowering Our Healing:  The Revival of Life, Voice, and Belonging
Fri, 03 Oct at 10:00 am Empowering Our Healing: The Revival of Life, Voice, and Belonging

Karamu House Theatre

HEALTH-WELLNESS WORKSHOPS
Leadership in Action
Sat, 04 Oct at 08:00 am Leadership in Action

Cuyahoga Community College

BUSINESS CONFERENCES
Mon, 06 Oct at 08:00 am Forensic Lecture Series - Advanced

Cuyahoga County Medical Examiner's Office

WORKSHOPS NONPROFIT
LMM Immersive Experience
Tue, 07 Oct at 09:00 am LMM Immersive Experience

Lutheran Metropolitan Ministry

2025 Legacy Celebration
Fri, 10 Oct at 07:00 pm 2025 Legacy Celebration

1 St Clair Ave NE

What's Happening Next in Cleveland?

Discover Cleveland Events