5 Key Interval Fund Client Benefits – Resource – 6.5.17

Summary:

Now On Demand.

As the correlation between stocks and bonds rises, building truly diversified portfolios is becoming more challenging. Adding alternative investments can make the process easier, but many are subject to high suitability requirements and are unsuitable for fee-based accounts. There is a solution: interval funds. This in-depth presentation covers:

• An overview of the interval fund structure
• How they compare to both traditional publicly traded and private asset options
• The size of the interval fund industry
• The potential benefits that interval funds may offer
• Which investors may be best suited to an investment in interval funds
• Factors to consider when selecting an interval fund

Speakers:

Russ Nesevich serves as Executive Vice President of Sales and Marketing for Resource and has been with Resource since 2004. He regularly represents Resource at conferences across the country. Prior to joining Resource, Mr. Nesevich spent approximately six years in a variety of roles with Goldman Sachs, including three years as a Financial Analyst in the Private Wealth Management division. Mr. Nesevich received a Bachelor of Arts in Economics and Political Science from Rutgers University in New Brunswick, New Jersey and a Juris Doctorate and Master of Business Administration, Magna Cum Laude from Rutgers University in Camden, New Jersey. Mr. Nesevich is licensed to practice law in both New Jersey and Pennsylvania.

Justin Milberg is Chief Operating Officer of Resource Liquid Alternatives. Prior to joining Resource, Mr. Milberg was a Managing Director in the Financial Institutions Investment Banking Group at Merrill Lynch and before that was a Managing Director at Lazard. Mr. Milberg has nearly 20 years of experience in the financial services industry, and has an MBA from The Wharton School of Business and a BA from Cornell.

Michael Terwilliger serves as the Portfolio Manager for the Resource Credit Income Fund. He has more than a decade of credit investment experience, with expertise in a range of products including high yield bonds, distressed debt, structured securities, bank loans and convertibles. Prior to joining Resource America, Mr. Terwilliger was a Senior Credit Analyst at Shenkman Capital, a prominent institutional credit manager focused on non-investment grade products. Previously, Mr. Terwilliger worked as a High Yield Research Analyst at Bank of America-Merrill Lynch (BAML). In 2010 and 2011, Institutional Investor recognized Mr. Terwilliger with a #2 ranking in its annual All-America Fixed-Income Research Team for his coverage of the General Manufacturing sector and a #3 ranking in 2011 for his work in the Business Services industries. Before BAML, he was part of the Distressed Debt and Special Situations effort at Friedman Billings Ramsey & Co. Mr. Terwilliger holds a Bachelor of Arts degree from Northwestern University and a Masters of Business Administration from the University of Virginia Darden School Of Business. He is also a CFA charter holder.