Positioning Your Portfolio In A Perfectly Priced Market

A new President, policies in transition, rising rates and unexpected changes to the world economic order leaves investment professionals to answer many questions including:

· How do investors position their portfolios? 

· What new investment opportunities may arise?

· What can be done to mitigate ever-changing risks? 

· Will there be a fallout from a lack of Republican consensus (i.e. healthcare)?

With equities fully valued and recent draw-downs in conventional bonds, traditional investments may be facing growing pressures. Investment professionals will need to move beyond simplistic solutions in portfolio construction.

In the new investment regime, Liquid Alternatives may offer potential tools for risk management, additional sources of return and diversification. You will hear portfolio managers provide an in-depth review of the various strategies and discuss:

· How their strategies work

· Risk/reward characteristics

· Cost-effectiveness

· Tax efficiency

· How their funds best fit into a broader portfolio

Our Co-Chairpersons are:

· Rick Lake – Lake Partners

· W. Ben Hunt – Salient (and author of the “Epsilon Theory” newsletter)

Our all-star speaking faculty consists of:

· Daniel Bergstresser – Brandeis

· Tanya Ghaleb Harter – Merrill Lynch

· Michael Grant – Calamos Investments

· Joel Greenblatt – Gotham Funds

· Bob Greer - CoreCommodity Management

· Bill Kelly – CAIA

· Yung-Shin Kung – Credit Suisse

· Charles LeMieux – Voya Investment Management

· Ryan Levitt – Pomona Capital

· Chin Liu – Pioneer Investments

· Jeff Matkin – Pioneer Investments

· Shawn Mato – Westwood Funds

· Tam McVie – Standard Life Investments

· James Nolt – World Policy Institute

· Dick Pfister – AlphaCore Capital

· Yazann Romahi – J.P. Morgan

· Anton Schutz – RMB Funds

· Anshul Sharma – U.S. Trust

· Maria Shtrapenina – TAG Associates

· Michael Zinkand – FS Investments

Join us April 4th in NYC at the only all-in-one, 1-day liquid alts due diligence manager intro event for financial advisors and institutional investors only.

www.jveventsgroup.com/liquidalts