The Wealth Management League Fall 2021 Summit — Clear and Present Danger: The Passive Investing Tsunami

Wednesday, 3:30 pm - 5:00 pm
Location: Zoom Meeting
Speakers: SPEAKERS
Michael Green, CFA – Portfolio Manager and Chief Strategist, Simplify
Chris Solarz, CFA, CAIA Managing Director, Cliffwater LLC
Time: 3:30 pm - 5:00 pm
Add to Calendar 11/17/2021 3:30 PM 11/17/2021 5:00 PM America/Los_Angeles The Wealth Management League Fall 2021 Summit — Clear and Present Danger: The Passive Investing TsunamiZoom Meeting CFALA false MM/DD/YYYY
A Wealth Management League Advisory Council Sponsored Event 

The speakers will discuss the following topics:
  • At what point does price discovery disappear?
  • What is the gravitational pull of index fund flows and do they render geopolitical events irrelevant?
  • Will Bitcoin save the (investing) day?
Join us for a Fireside Chat on all things Macro with Mike Green and Chris Solarz.


Michael Green, CFA | Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.

Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management.

From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder. Back To Top ^^

Chris Solarz, CFA, CAIA | Chris is a Managing Director at Cliffwater LLC covering global macro and relative value strategies on the hedge fund research team. Prior to joining Cliffwater in 2011, Chris was a Senior Analyst at SAIL Advisors, where he focused on manager selection and due diligence as Head of Research for tactical trading and relative value strategies. Previous experience includes working for ING Investment Management, Antarctica Asset Management, Societe Generale Barr Devlin, and CIBC World Markets. He earned a BA in Economics and Anthropology from the University of Pennsylvania and a MComm in Finance from the University of New South Wales, where he was a Federation Scholar. Chris is a Certified Public Accountant, holds the Chartered Alternative Investment Analyst® designation, the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts. Chris has broken 7 Guinness World Records, and has run marathons on all 7 continents and in all 50 US states.Back To Top ^^


As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.

Sponsored By:


Members Only | Registration Fees
Free (Members)

Wealth Management League Members Only
Free (Members) | For Wealth Management League Members wishing to register after November 1st, please email

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail
Thomas Mahoney, CFA, CAIA
Ken Waltzer, CFA
Yves-Marc Courtines, CFA
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