IDX Advisors – Gold, Inflation, and an Outlook on the Global Economy – 9.2.20

Summary:

Now On Demand.

Topics to be discussed:

• A Macro Outlook on the United States and the Global Economy
• Expansive Monetary and Fiscal Policy, and the Causal Effects on Reserve Currencies
• United States Protectionism and Inflation
• Portfolio Construction in a World of Rising Inflation (Individual and Institutional)
• Alternative Asset Classes that Preserve Purchasing Power
• Managing the Volatility of Gold and Real Assets

Speakers:

Marcus Frampton, CFA, CAIA serves as the Chief Investment Officer of the Alaska Permanent Fund. Mr. Frampton has been with APFC since 2012 and served as the Director of Investments, Real Assets & Absolute Return. Prior to joining APFC, Marcus held diverse roles ranging from investment banking with Lehman Brothers, private equity investing with PCG Capital Partners, and as an executive with LPL Financial, a private equity backed portfolio company. Mr. Frampton holds a BA in Business-Economics with a minor in Accounting from UCLA.

Dennis Gartman has been directly involved in the Capital markets since August of 1974, right after his graduate work at the North Carolina State University. He was an Economist for Cotton Incorporated in the early 1970’s, analyzing cotton supply/demand in the U.S. textile industry. From there he went to NCNB National Bank in Charlotte, North Carolina where he traded Foreign exchange and Money market instruments. Mr. Gartman was an independent member of the Chicago Board of Trade until 1984, trading in Treasury bond, Treasury note and GNMA futures contracts. In 1984, Mr. Gartman moved to Virginia to run the futures brokerage operation for the Sovran Bank, and in 1987 Mr. Gartman began producing The Gartman Letter on a full time basis. He continues to do so today. Mr. Gartman has lectured on Capital market creation to central banks and finance ministries around the world and has taught classes for the Federal Reserve Bank’s School for Bank Examiners on derivatives. Mr. Gartman served a two-year term as an outside Director of the Kansas City Board of Trade from 2006-2008. He is the Chairman of the Akron University Investment Committee, serves on the Investment Committee at the North Carolina State University, and is a member of the Suffolk Industrial Development Authority. Mr. Gartman appears often in financial media discussing commodities and the Capital markets and speaks before various associations and trade groups around the world.

Pooja Sriram is a Vice President in the US Economics Research team at Barclays, based in New York. Her responsibilities include tracking high-frequency economic data to gauge their effect on US growth and assessing the housing market outlook. Before joining the US team, Pooja was an economist for the Global Economics Research team at Barclays, based first in India and later in London. She contributed to thematic research notes, as well as weekly and quarterly publications. Prior to joining Barclays in 2015, Pooja worked as an India economist at ICICI Bank, based out of Mumbai. Ms. Sriram holds a master’s degree in economics from the London School of Economics and a BA(Hons) in Economics from Delhi University.

Donald G. Robinson draws upon more than thirty years of experience in the investment advisory/management business, and a distinguished record of innovation and leadership. Mr. Robinson was most recently CIO of Lockwood Advisors, Inc. (an affiliate of Pershing LLC, a BNY Mellon company), where he managed a team of 30 investment professionals with fiduciary responsibility for more than $13 billion in client assets. Mr. Robinson’s industry leadership extends from the development of proprietary protocols for high net worth individuals, endowments, foundations, and corporate and public pension plans, to such successful product innovations as the first mutual fund wrap program and the first fully discretionary unified managed account. Mr. Robinson combines strong communication and analytical skills with an established track record of delivering superior risk-adjusted returns to financial intermediaries and end–investors.

Ben McMillan is the Founder and CIO of IDX, a quantitative investment research firm, and a former Portfolio Manager at RQSI. While at RQSI, Ben launched the RQSI Small Cap Hedged Equity Mutual fund in Sept 2015. Prior to that he served as co-portfolio manager (and co-creator) of the VanEck Long/Short Equity Index mutual fund since July 2012. Prior to joining VanEck Global, he worked at Lyster Watson & Co. where he developed and launched the Lyster Watson Long/Short Equity Replication strategy in 2009. Ben holds an MSc in Econometrics from the London School of Economics as well as an MA and BA in Economics from Boston University.

Andrew Swan is the Co-Founder and CEO of IDX, a quantitative investment research firm, and the former Co-founder and President of Bastion Quantitative Sciences, a Quantamental Macro Hedge Fund firm based in New York. From 2016 through 2018 he oversaw the formation, operational development, and strategic guidance of the business. Prior to that, he served as Managing Director of Longboard Asset Management, a liquid alternatives CTA based in Phoenix. In his role at Longboard, Andrew oversaw the liquid alternatives division consisting of multiple quantitative mutual funds, which grew to $1 Billion in assets in under four years. BS of Finance, Arizona State University.