Liquid Alternative Strategies Summit2018-11-05T13:37:59+00:00

ARE YOUR PORTFOLIOS PREPARED?

RENEWED VOLATILITY

RISING RATES

HIGH EQUITY VALUATIONS

THE ONLY ALL-IN-ONE, 1-DAY DUE DILIGENCE SOLUTION FOR LIQUID ALTERNATIVE STRATEGIES

FOR FINANCIAL ADVISORS AND INSTITUTIONAL INVESTORS ONLY

5 CFP CE credits
Investments & Wealth Institute® accepted the program for 9 hours of CE credit towards the CIMA® and CPWA® certifications

Thank you to all of our allocator attendees and sponsors for making the 4th Annual Liquid Alternative Strategies Summit another huge success. Below are the highlights of what we covered at the program. Details of our 5th Annual Summit will be available shortly.

Today’s Investing Challenges

As central banks normalize rates and reduce their balance sheets, will equities become vulnerable?
Will global growth lead to rising inflation and a bear market for fixed income?
How do advisors help investors reach their goals while providing a “smoother ride”?

Liquid Alternatives as a Potential Solution

How do investors construct portfolios when potential risks are rising? Liquid Alternative strategies may serve a key role in providing additional balance for portfolios amidst change, as investors seek to preserve capital and mitigate risks. Our conference provided an in-depth exploration of the spectrum of Liquid Alternative strategies, and their multiple applications at this inflection point (May 2018) for world markets:

  • As potential tools for risk management, additional sources of return and diversification
  • To optimize portfolio construction and asset allocation moving forward

This highly engaging and substantive day of research and due diligence was exclusively for investment professionals. The program provided a unique opportunity to hear from a broad range of leading Liquid Alts portfolio managers regarding:

  • How their strategies work
  • Risk/reward characteristics
  • Cost-effectiveness
  • Tax efficiency
  • How their funds best fit into a broader portfolio

Our program addressed three key tasks for allocators using or considering Liquid Alternatives:

  • Picking the right strategies
  • Picking the right managers
  • Finding the right mix

JV Events’ Don Friedman Outlines Unique “Allocators Only” Conference Business Model:

Listen to Co-Chairperson Rick Lake’s PodCast interview, presented by Strategic Investor Radio:

TOPICS INCLUDED:

  • Multialternative Strategies
  • Global Macro Strategies
  • Long-Short Strategies
  • Managed Futures & Commodities Strategies
  • Alternative Income Strategies
  • Alternative ETF Strategies
  • Volatility Strategies
  • Convertible Bond Strategies
  • Cryptocurrency Strategies
  • Liquid vs. Illiquid Alternatives
  • Portfolio Construction Utilizing Liquid Alts Strategies

WHAT MAKES OUR EVENT UNIQUE:

  • Buyside investment professional attendees only
  • Developed by investment and fund managers for advisors and institutional investors, with buyside-only attendance
  • 100% investment & fund manager (PM, C-level exec, Portfolio Strategist or Analyst) speaking faculty
  • Strategy/portfolio construction-focused, not industry-focused agenda
  • Drill down into the approach of the strategy with the fund manager
  • No media allowed in the session room
  • Optional one-on-one meetings

CONFERENCE CO-CHAIRPERSONS

GREG BASSUK

Managing Director and Head of Liquid Alternative Strategies
FS Investments

RICK LAKE

Co-Founder & Co-Chairman
Lake Partners

FEATURED SPEAKERS

Rudy Aguilera

RUDY AGUILERA

Chief Investment Officer & Portfolio Manager
Ironclad Investments

Salvator Bruno

MAX BODOIA

CEO
CryptoIndex Capital Management

Salvator Bruno

SALVATORE BRUNO

Chief Investment Officer and Managing Director
IndexIQ

Cynthia Crandall

CYNTHIA CRANDALL

Vice President, Senior Investment Analyst
Envestnet

Josh Emanuel

JOSHUA EMANUEL

CFA
Chief Investment Officer
Wilshire Funds Management

Robert Gordon

ROBERT GORDON

President
Twenty-First Securities

Paul Korngiebel

PAUL KORNGIEBEL

CFA
Portfolio Manager
Boston Partners

Yung Shin Kung

YUNG-SHIN KUNG

Managing Director, Credit Suisse

Samuel CY Lau

SAMUEL LAU

Asset Allocation
DoubleLine

Greg Miller

GREG MILLER

Founder, CEO & Portfolio Manager
Wellesley Asset Management, Inc.

Ali Motamed

ALI MOTAMED

CFA
Managing Partner
Invenomic Capital Management

Gino Nucci

GINO A. NUCCI

CFA
Managing Director, Client Services – Fixed Income
TCW/MetWest

Will Rhind

WILL RHIND

Founder & CEO
GraniteShares

Anshul Sharma

ANSHUL SHARMA

Managing Director
Head of Alternative Investment Strategy
Bank of America

James Velissaris

JAMES VELISSARIS

Chief Investment Officer
Infinity Q Capital Management

Michael Zinkand

MICHAEL ZINKAND

Executive Director, Fund Strategy
FS Investments

OUR SPONSORS

CHAIRPERSONS

LASSO
FS investments

EXECUTIVE SPONSORS

Balter Liquid Alternatives
Boston Partners
Credit Suisse
Crypto Index
Double Line
First Trust
Granite Shares
Index IQ
Infinity Q
Ironclad Funds
Wellesley Asset Management
Wilshire

PARTNERS

CAIA
Hedge Fund Association
RIA

For further information, please contact:
Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.com

STAY INFORMED ON FURTHER EVENT DEVELOPMENTS

GET IN TOUCH

JV Events Group 44 Milton Ave. Alpharetta, GA 30009 Phone: (646) 321-1785 Email: info@JVEventsGroup.com

ON THE HORIZON

ETF STRATEGY SUMMIT
September, 2019
(Details Coming Soon)

DIGITAL ASSET STRATEGY SUMMIT
October, 2019
(Details Coming Soon)