Absolute Return Funds: Many Styles, Many Goals
Absolute return funds encompass a wide variety of low-volatility styles, from risk arbitrage to global macro to fixed income-and-equity rotation strategies. In this panel, leading managers will discuss how they try to achieve solid returns that are not correlated to major market indexes.
Panelists:
1. Arjun Jayaraman, Causeway
2. Keith Pettus, SQN
3. Christian Chan, Wells Fargo
Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
Liquid Alternatives: Generating Alpha With ETFs, ETNs And Hedge Fund Mutual Funds
While many advisors utilize traditional alternative investments to generate greater returns, "liquid alternatives" in the form of ETFs, ETNs, and hedge fund mutual funds can provide similar alpha with more liquidity. This panel will address how "liquid alternatives" can diversify client assets and improve risk-adjusted returns.
Moderator:
Greg King, Credit-Suisse
Panelists:
1. Jim Murchie, Energy Income Partners
2. Jerome Abernathy, Guggenheim Investments
3. Akos Belezany, PhD, Commerce Advisors, LLC
Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
John Mauldin
President, Millennium Wave Advisors
Author, Thoughts From The Frontline
Join the team from IndexUniverse to learn about ETF Analytics, an independent service that rates, ranks and evaluates every ETF and ETN on the market. The goal is to provide institutional-caliber ETF research that helps professional advisors answer the question: "What are the best ETFs for my clients?"