How to Add Managed Futures and Increase Portfolio Diversification – Altegris – 11.15.16

Summary:

Now On Demand.

Many of your clients don’t want to miss growth opportunities. They would like to find a solution with seemingly less exposure to loss. Altegris believes there is an asset class with a historical track record for pursuing long term growth that may also help to potentially reduce a portfolio’s overall volatility.

As you will learn in this Webcast, the benefits of adding a managed futures asset class can be immediate and substantial. Re-allocating a portion of a stock portfolio into managed futures may help to retain growth potential, while also cushioning periods of equity market stress. Specifically, you will learn:

  • The historical track record of managed futures.
  • How to implement managed futures in your client portfolios.
  • The keys to evaluating best-of-breed managers in this class.
  • How one leading RIA utilizes managed futures in client portfolio’s.

There is no guarantee that any investment will achieve its objectives, goals, generate positive returns, or avoid losses. The Altegris Futures Evolution Strategy Fund is an actively managed dynamic portfolio.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Matthew Osborne
Co-President/Founder; Portfolio Manager
Altegris Advisors LLC; Altegris Futures Evolution Strategy Fund

Matt Osborne has more than 25 years of international business and financial market experience. As CIO of Altegris, he is responsible for product development and is co-portfolio manager of several Altegris mutual funds. He is a member of the Altegris Investment Committee, responsible for qualification, approval and ongoing review of all investment strategies and managers on the Altegris platform.

Prior to Altegris, Matt was Director of Research for the Managed Investments Division of Man Financial with responsibility for manager selection and research. Previously, Matt had a 12-year career with a preeminent family office in his native New Zealand. In his role as Investment Manager, he was responsible for formulating investment policies and implementing a global asset allocation program that specialized in alternative investment strategies such as hedge funds and managed futures. He also gained significant trading expertise in foreign currencies, stocks, fixed income, global futures and options.

Luigi DiIanni
Founder
Quattro Advisors, Pittsburgh, PA

Luigi DiIanni is the founder of Quattro Advisors, a Pittsburgh-based RIA that was created in 2007 to provide unbiased, comprehensive advisory services. Luigi holds a Juris Doctor from Duquesne University.

Kirk Strawn
Moderator, National Sales Manager
Altegris Advisor LLC

Kirk Strawn has over 27 years of experience, and is currently Senior Vice President and National Director of Intermediary Relationships for Altegris Investments. Previously, Kirk was responsible for the design, development and servicing of Man Investments Group’s national intermediary network, a position he held for more than eight years.

Prior to Man Investments, Kirk was Managing Director of Institutional Marketing and Sales at ING Furman Selz Capital Management. At ING, he was responsible for raising capital for a variety of asset classes and managing the account executive team for the separate managed account platforms serving broker-dealers. Kirk began his career at Lehman Brothers in New York, where he provided financial services to institutional accounts, hedge funds, and private investors.

Kirk graduated cum laude from George Washington University with a BBA in Finance. He is a certified investment management analyst (CIMA®) by the Investment Management Consulting Association and a CFA® charterholder.

Overview:

Title: How to Add Managed Futures and Increase Portfolio Diversification
Date: Tuesday, November 15, 2016
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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