MASTERCLASS: Liquid Alternatives - May 2019
Liquid alternative investments are funds that aim to provide investors with diversification as well as downside protection through alt investment strategies. The advantage is that they’re liquid and require lower minimum investments. In this Masterclass, 3 experts discuss Liquid Alternatives and how in a demanding investment environment, investors may be looking beyond the traditional investing and seek access in alternative investments. Kimberly Flynn, Managing Director of Alternative Investments at XA Investments Stan Sokolowski, Deputy Chief Investment Officer and Head of Portfolio Management at CIFC Asset Management Richard P. Talley, SVP of Business Development at UMB Fund Services
Seeking Value in Emerging Markets
Kevin Ross, Portfolio Manager of the Advisory Research Emerging Markets Opportunities Fund (ADVMX), discusses why he expects the outperformance in emerging markets to continue and notes where he sees opportunities. For a prospectus please visit AdvisoryResearch.com
Why Asset Managers Need Marketing
Sean Wallace, the VP of Marketing at Oak Ridge Investments, explains why asset managers need a well-developed marketing strategy to build trust with their clients.
The Rise of Active ETFs
Eve Capital’s Managing Partner, Bryce Tillery, discusses the rise of actively managed ETFs.
Overcoming Investor Behavioral Bias
Bram Zeigler, a Research Analyst and Portfolio Manager with Algert Global LLC, describes how investors are often overwhelmed with too much information which can lead to behavioral biases when investing.
Gold as an Asset Diversifier
In this age of unprecedented monetary policies from central banks, OCM Gold Fund’s President and Portfolio Manager Greg Orrell explains why investors should consider gold.
Growing Interest in Unlisted Closed-End Funds
Tony Fischer, President of UMB Fund Services explains why interest in Unlisted Closed-End Funds such as interval and tender-offer funds is growing.
Fund Distribution Challenges
Karen Fay Luedtke, SVP and Director of Distribution Services at UMB Fund Services describes the key distribution challenges managers face that led UMB to develop asset raising support services for clients.