Investing in Liquid Alternatives

Identifying investment opportunities across a growing spectrum of strategies

April 28, 2015 | Convene Conference Center, New York City

This conference has been accepted by the CFP Board for 9 CE credits.
IMCA has accepted this conference for 9 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications

In partnership with DailyAlts.com, the following interviews were conducted with portfolio managers from the speaking faculty of our Investing in Liquid Alternatives conference on the day of the event. We hope you find these interviews informative.

Interview with Rob Guttschow of First Trust Advisors – Part 3

In this third video of a three-part series, DailyAlts.com publisher and editor Brian Haskin sits down with Rob Guttschow, Senior Portfolio Manager of First Trust Advisors to discuss how advisors should go about getting alternatives exposure for their clients, and how and why hedge funds can or should make the jump to liquid alternatives.

Interview with Rob Guttschow of First Trust Advisors – Part 2

Rob Guttschow, Senior Portfolio Manager of First Trust Advisors, explains to DailyAlts.com publisher and editor Brian Haskin why he considers volatility to be its own asset class, in this video recorded at the Investing in Liquid Alternatives Conference in New York.

Interview with Rob Guttschow of First Trust Advisors – Part 1

In this video, DailyAlts.com publisher and editor Brian Haskin interviews Rob Guttschow, Senior Portfolio Manager of First Trust Advisors. Mr. Guttschow tackles issues ranging from Morningstar’s fund categorization and outcome-oriented investing to rising inflation expectations in the U.S.

DailyAlts Interview with Keith Black of the CAIA Association – Part 1

In this video, DailyAlts.com publisher and editor Brian Haskin sits down with CAIA’s Keith Black at the Investing in Liquid Alternatives conference to discuss CAIA’s various educational programs and exams, his definition of “liquid alts,” “risk-on” vs. “risk-off” assets, and volatility in the markets.

DailyAlts Interview with Keith Black of the CAIA Association – Part 2

In Part 2 of Brian Haskin’s interview with Keith Black, Managing Director of Exams and Curriculum for the CAIA Association, Mr. Black explains why private equity and venture capital are difficult to implement under the ’40 Act structure.

DailyAlts Interview with Keith Black of the CAIA Association – Part 3

Keith Black, Managing Director of Exams and Curriculum for the CAIA Association, gives his take on portfolio-construction with liquid alts in this video, filmed onsite at the Investing in Liquid Alternatives Conference in New York, and the third of a three-part series.