MASTERCLASS: International Investing - November 2018
Being overweight in the U.S. has served investors decent returns, but that may be about to change. With volatility hitting Wall Street and driving markets overseas, investors around the world are growing increasingly worried. Three investment strategists join together to discuss how to navigate risk, the effects on geopolitical landscapes and the overall global economy. Patricia Ribiero - SVP, Senior Portfolio Manager at American Century Brian Barish, CFA - President, CIO at Cambiar Investors LLC Danton Goei - Portfolio Manager, Davis International & Global Strategies at Davis Advisors For Financial Professional Use Only / Not for distribution to the public.
MASTERCLASS: Liquid Alternatives - October 2018
Liquid Alternatives and their investment vehicle structures have provided investors with access and exposure to new opportunities around the world. How should investors be thinking about them? And where can they find value and opportunity? Andrew Weisman, Kimberly Flynn and Cleo Chang join together to discuss the challenges Alternative Investment Managers are facing in the current environment and how their strategies fit into a larger portfolio. Cleo Chang - Head of Investment Solutions, SVP and Portfolio Manager at American Century Andrew Weisman - Managing Partner, Co-CIO Liquid Alternatives at Windham Capital Management Kimberly Flynn - Managing Director, Alternative Investments at XA Investments For Financial Professional Use Only / Not for distribution to the public
Alternatives, Alpha & Active Share in Portfolio Construction
Striving to provide innovative strategies to support financial advisors and their clients, and meeting the investment challenges of an ever changing, global market environment, Cataylst Funds set out to be decidedly different. Mike Sherbert and Cory Krebs join together to discuss History of Alternatives, Active vs. Passive, and Crisis Alpha in Porfolio Construction and how they seek to offer solutions for investors concern and needs.
MASTERCLASS: Annuities - September 2018
Annuities as a financial instrument have provided investors across the board with a guaranteed income product, whose suitability can satisfy a variety of end clients’ situations and their risk tolerances. While some would point out the obvious stigmas associated with annuities usage, others argue that now more than ever is the time for investors to consider implementing them into their portfolios. Sam Nandi, Tad Fifer and Lance Carlson, annuities experts, join together to debunk the myths surrounding the annuity landscape at large. Lance Carlson - Head of Sales Distribution of Great West Financial Tad Fifer - Head of Fixed Annuity & RIA Sales of Lincoln Financial Group Sam Nandi - Principal, Consulting Actuary of Milliman Financial Risk Management LLC
Emerging Markets: Beyond Tariffs and Trade Wars
Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of trade war with Mexico. And with a portfolio overweight in consumer and financials, she discusses two companies currently on her radar.