WEBINAR

How to optimize your portfolio for economic recovery: expert deep dive

Available on demand
We have discussed the best strategies for stress-testing your portfolio to protect it from market volatility. Now, it's time to optimize your portfolio according to your findings and prepare to navigate the post-crisis environment. Join us for the last webinar in the series to dive deep into the portfolio optimization strategies.


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In just under 1 hour, you'll learn:


  • 1) How does portfolio optimization work?
  • 3) What are the best practices for portfolio stress testing? 
  • 2) What is the mean variance, what problems can it solve? 
  • 4) What are the real world examples: how to minimize total risk while maximizing the portfolio ESG score
Meet our speakers
Stephanie Greiner

Portfolio Management & Analytics, Solution Consultant Manager
Refinitiv

Currently, Stephanie is managing the Solution Consulting team in the Americas that is specifically focused on Portfolio Analytics & Lipper. Prior roles at Thomson have included L&D, building and managing a post sales Specialist Services model, Account and Product Management, Sales and Business Operations, Commercial Management and various global helpdesk/support roles. 


Stephanie began her journey at Refinitiv in 1995 via Vestek, focusing on portfolio risk and attribution analytics, backtesting and what was then state of the art investment technology. Before Vestek, she was in the Trust and Investment Division of the Bank of New York. 


Katia del Muro

Analytics Client Consultant
MSCI Inc.


Katia del Muro is an Analytics Consultant based in New York, providing coverage to MSCI Barra Analytics clients in the Asset Managers segment. Katia joined MSCI in 2014 as part of its Client Service team based in Monterrey, Mexico. Prior to MSCI, Katia worked as Consultant for Santander Mexico, in the Actuarial Practice in KPMG and as Regulatory Reporting Manager in Afore Invecap, a Mexican IRA administrator.

Katia has a Bachelor’s Degree in Actuarial Science from Instituto Tecnologico Autonomo de Mexico and a MSc in Operational Research from Manchester Business School.
Dan Sinnreich

Dan Sinnreich
Managing Director
MSCI Inc.

Dan Sinnreich is a Managing Director at MSCI, leading the global commercial strategy for MSCI Analytics products and services.


Previous to his current role, Dan managed the factor analytics product line, including equity, fixed income, and multi-asset class factor models; and the BarraOne, Barra Portfolio Manager, and Aegis applications.


Prior to his current position at MSCI, Mr. Sinnreich was a product manager for an electronic mortgage software startup in Silicon Valley, and designed enterprise-wide management reporting applications at Oracle Corporation. He started his career with KPMG’s management consulting practice.




Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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