# Event Details - **Event Name**: The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future - **Event Start and End Date**: Wed, 12 Nov, 2025 at 12:00 pm – Wed, 12 Nov, 2025 at 01:30 pm - **Event Description**: Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the FutureAbout this EventJoin CFA Society Cleveland for Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the FutureThe Rebirth of Portable Alpha: Lessons from the Past, Tools for the FutureOnce 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 ResearchValet Parking will be provided by CFA Society Cleveland at The Union ClubFind more information about Newfound ResearchCorey Hoffstein, (11) Corey Hoffstein | LinkedInCorey 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 $150Candidate Member $125Student Member $50 - **Event URL**: https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609 - **Event Categories**: - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 50, currency: USD ## Event venue details - **city**: Cleveland - **state**: OH - **country**: United States - **location**: Union Club - **lat**: 41.500984 - **long**: -81.68433859999999 - **full address**: Union Club, 1211 Euclid Ave, Cleveland, United States ## Event gallery - **Alt text**: The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future - **Image URL**: https://cdn-az.allevents.in/events7/banners/f975b6510878a37d0633fda35dd0fcfb35c68779c2189a4337b9d2aa4cc18e0f-rimg-w1200-h675-dcf8f4ef-gmir.jpg?v=1754634851 ## FAQs - **Q**: When and where is The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future being held? - **A:** The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future takes place on Wed, 12 Nov, 2025 at 12:00 pm to Wed, 12 Nov, 2025 at 01:30 pm at Union Club, 1211 Euclid Ave, Cleveland, United States. - **Q**: How much do tickets cost for The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future? - **A:** Tickets for The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future are priced at USD 50 per person. Here's a full breakdown of available ticket types:Ticket TypePriceAvailabilityCFA Institute/CFA Society Cleveland MemberFreeAvailableNon-CFA Cleveland MembersUSD 50AvailableCFA CandidateUSD 30AvailableStudentsUSD 20AvailableGuest of Newfound ResearchFreeAvailable - **Q**: Who is organizing The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future? - **A:** The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future is organized by CFA Society Cleveland. - **Q**: Who is this event for? Is it right for me? - **A:** The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Cleveland, this event is thoughtfully curated to deliver a standout experience worth every moment. If The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future sounds like your kind of event, don't wait - spots fill up fast. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future", "image": "https://cdn-az.allevents.in/events7/banners/f975b6510878a37d0633fda35dd0fcfb35c68779c2189a4337b9d2aa4cc18e0f-rimg-w1200-h675-dcf8f4ef-gmir.jpg?v=1754634851", "startDate": "2025-11-12", "endDate": "2025-11-12", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "location": { "@type": "Place", "name": "Union Club", "address": { "@type": "PostalAddress", "streetAddress": "1211 Euclid Ave", "postalCode": "44115", "addressLocality": "Cleveland", "addressRegion": "OH", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "41.500984", "longitude": "-81.68433859999999" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Lunch with Corey Hoffstein, Newfound Research, The Rebirth of Portable Alpha: Lessons from the Past, Tools for the Future", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "2025-11-12", "validFrom": "2026-04-07", "lowPrice": "0.00", "highPrice": "50.00", "price": "0.00", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "", "validFrom": "2026-04-07", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "price": 0, "name": "CFA Institute/CFA Society Cleveland Member" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "", "validFrom": "2026-04-07", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "price": "50.00", "name": "Non-CFA Cleveland Members" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "", "validFrom": "2026-04-07", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "price": "30.00", "name": "CFA Candidate" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "", "validFrom": "2026-04-07", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "price": "20.00", "name": "Students" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-04-07", "availabilityEnds": "", "validFrom": "2026-04-07", "url": "https://allevents.in/cleveland/the-rebirth-of-portable-alpha-lessons-from-the-past-tools-for-the-future/100001564022235609", "price": 0, "name": "Guest of Newfound Research" } ], "organizer": [ { "@type": "Organization", "name": "CFA Society Cleveland", "url": "https://allevents.in/org/cfa-society-cleveland/22626724", "description": "CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. 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