Evaluating Hedged Equity Strategies – A Due Diligence Guide – Alpha DNA – 3.15.21

Overview:
Title: Evaluating Hedged Equity Strategies – A Due Diligence Guide
Date: Monday, March 15, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. The Hedged Equity category offers a very attractive value proposition: balancing Growth and Downside Protection in the same portfolio. And as a result, the space has drawn significant increase in allocation over last 5+ years. But in Hedged Equity, strategy execution matters and the big players in this category have produced very divergent outcomes for their clients. In other words, to ensure you capture the excellent potential that Hedged Equity offers, you will need to do your homework. Join us for an in depth discussion that will cover:

  • Understanding the hedged equity landscape
  • Key due diligence FAQs
  • The unique Alpha DNA approach, benefits and portfolio construction considerations

The devil is in the details for Hedged Equity products, but the promise is compelling: a portfolio that can weather the ups and downs of the markets with strong risk adjusted returns.

Speaker:
Wayne Ferbert Wayne Ferbert Co-Founder Alpha DNA Investment Management

Wayne has spent his entire 22-year career in financial services. He founded Alpha DNA Investment Management to broaden the use of machine learning in the Hedged Equity space. He previously co-founded ZEGA Financial to specialize in risk-management strategies using options. ZEGA’s founding principles grew out of the book Wayne co-authored entitled Buy and Hedge, the Five Iron Rules for Investing Over the Long Term. Wayne spent 10 years in the online brokerage segment with TD Ameritrade. He managed Business Development as a member of the Senior Operating Committee-including M&A and Market Research–as well as ran Product Development. Previously, Wayne held planning & analytical roles at Fortune 500 insurance and banking firms.