Allocating to Alternatives Without Losing Your Clients – AlphaCore – 6.14.17

Summary:

Now On Demand.

With uncertainty looming across asset classes and potentially unsustainable equity valuations, diversification could not be more important. Advisors are evaluating correlations across holdings, sectors, indexes and global markets. Join us for this critical conversation that will cover:

• Allocating to alternative investments
• Uncovering portfolio risk and factor exposure
• Understanding correlation and true diversification
• Addressing retiree withdrawals

Speakers:

Dick Pfister founded AlphaCore Capital and serves as President and CEO. From his decades of experience working with alternative investments, Dick recognizes worldwide markets and strategies have evolved over the past decades but most methods of asset allocation and financial planning have not. Realizing this challenge facing investors and their advisors, Dick launched AlphaCore because he believes there is a better way for clients to achieve greater diversification by using alternative investments.

Prior to starting AlphaCore, Dick was a Partner, Executive Vice President, Investment Committee member, and Managing Director of Altegris Investments. Dick’s experience combines analysis of alternative and traditional asset classes. He has experience working with various strategies including, but not limited to, long/short equity, global macro, managed futures, event driven, statistical arbitrage, loan origination, and private equity. While in a leadership role, Altegris Investments was sold to a Fortune 500 company in 2010.

Chris serves as Vice President of Intermediary Distribution at AlphaCore Capital and brings more than 10 years of alternative investment experience to his role. Chris began his career trading in the global futures and options markets and later joined Man Financial. He then served as Director of Strategic Relationship for Altegris Investments. Most recently Chris was a partner at GrizzlyRock Capital, a long/short equity hedge fund and a Director at Vivaldi Asset Management.

Lisa Zard serves as a Regional Director in intermediary distribution at AlphaCore Capital and has more than eight years of alternative investment experience. Throughout her career, she has primarily focused on providing alternative investment advice to wealth advisors, bank trust advisors and independent broker dealers. She began her career at Altegris Investments and most recently was with Vivaldi Asset Management as a Regional Director of Business Development.