Surviving Short Volatility – Measured Risk Portfolios – 2.27.18

Summary:

Now On Demand.

Short volatility strategies have been a hot media topic, especially in light of recent events. Yet they also present an extreme risk of significant loss. Our expert panelists discuss the following on this RIA Database webcast:

• Measured Risk Strategy Fund: an actively managed, short volatility fund designed to be bought and held.
• Short volatility as an asset class can be used to improve risk-adjusted return, and can be an appropriate substitute for equity exposure.
• What happened recently with short volatility.

Speakers:

Larry graduated from the University of Redlands as an English Major but quickly passed the General Securities Representative Series 7 exam in 1986 and has subsequently passed the Series 24 Registered Principal exam and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the Society of Financial Service Professionals. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP).

Frustrated with the results of Modern Portfolio Theory and the significant losses incurred in client accounts, he set about finding a more predictable solution to managing portfolio risk. Finding nothing that fit the need, he drew on his early training as an insurance professional, and along with his business partner, Bernard Surovsky, formed Measured Risk Portfolios, a registered investment advisor, in 2007. Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors.

Larry was born and raised in Saudi Arabia until the age of 18 and now lives in Carmel Valley with his wife Carol. Their two grown children have left the nest and this allows them to travel extensively, pursuing their love of outdoor sports, fine wine and international cuisine.

Bernard graduated from the University of Cape Town with a Bachelor of Science in Construction Management and Economics. He emigrated to the U.S. in 1992 and passed the General Securities Representative Series 7 exam in 1996 and holds the designations of Certified Fund Specialist (CFS) from the Institute of Business & Finance.

Frustrated with the results of Modern Portfolio Theory and the significant losses incurred in client accounts, he set about finding a more predictable solution to managing portfolio risk. Finding nothing that fit the need, he drew on his early training as an insurance professional, and along with his business partner, Larry Kriesmer, formed Measured Risk Portfolios, a registered investment advisor, in 2007. Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors.

Bernard was born in Cape Town, South Africa and now lives in Carmel Valley with his wife, Marlo, and their three children. His pastimes include reading, playing chess and building Legos with his kids. He has served on the boards of local charities and enjoys a fine glass of whiskey on the weekend.