Opportunities and Innovations in Managed Futures – Altegris – 5.10.17

Summary:

Now On Demand.

As traditional portfolios continue to perform well, clients may be concerned about what happens next. With stocks at new highs and interest rates poised to rise further, will 60/40-style diversification provide the balance between growth potential and risk management?

Managed futures have historically provided diversifying returns that potentially reduce overall portfolio volatility. Reallocating a portion of a traditional portfolio into managed futures may help to retain growth potential, while also cushioning periods of equity market stress.

In this webcast we will cover:

  • How sophisticated asset allocators incorporate managed futures in a traditional portfolio.
  • Introducing the new Altegris GSA Trend Strategy Fund.
  • Is managed futures a strategic or tactical allocation?
  • Investing in managed futures during multiple market environments.
  • The growing opportunity in flat fee managed futures solutions.

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

Speakers:

Matthew Osborne
Co-President/Founder, Portfolio Manager, Altegris GSA Trend Strategy Fund
Altegris Advisors LLC

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.

Matt holds Series 3, 7, 24 and 63 licenses.

David Lancaster
President/CIO
Kalonymus LLC

B.A. Economics, Vanderbilt University

David has more than 30 years experience as a wealth advisor and investment manager. His focus at Kalonymus is on managing family assets as well as overseeing the advanced planning needs of the family with respect to trust & estate, charitable and tax planning. Prior to forming Kalonymus, David worked with the Global Family Office group at UBS and had also been a private banker at JP Morgan Private Bank where he advised ultra high net worth clients in a banking, lending, asset management and advanced planning capacity. Before JPM, David was senior investment advisor for the family office of a San Francisco venture capital family, and prior to that, David had been Managing Director of a global multi-client family office with $2.2 billion of assets. Earlier in his career, David was a portfolio manager specializing in global asset allocation and risk management for Millennium Partners, a $30 billion institutional fund manager in NY. David has been a member of the American Stock Exchange, Pacific Stock Exchange, Chicago Board of Trade, Chicago Mercantile Exchange, and Coffee, Sugar & Cocoa Exchange.

David also serves as Director of Destination Programs at Surf Air and had been a former part-time commercial pilot and co-owner of a San Francisco Bay Area private aviation charter operator. David served on the Board of St. Matthew Catholic School in San Mateo for 5 years and has coached youth soccer and lacrosse in his community for 10+ years. Additionally, David serves as a Goodwill Ambassador for Stand Up for Financial Literacy, which seeks to make financial literacy a part of every child’s education. David graduated with honors from Vanderbilt University, with a B.A. in Economics.

Tom Skelton
Global Head of Marketing
GSA Capital Partners LLP

Tom joined GSA in July 2007, initially as a member of GSA’s Investor Relations team. In 2016, Tom was promoted to Global Head of Marketing. Tom’s responsibilities include the oversight and leadership of an expanding global marketing team and implementation of GSA’s marketing strategy.

Prior to joining GSA, Tom worked as a management consultant within the Finance Services division of Hitachi Consulting, focusing on strategic and operational change initiatives across a range of sub-sectors.

Tom is both a CFA and a CAIA charter holder and graduated in 2003 from the Bradford University School of Management with a BSc (Hons) in International Business and Management.

Kirk Strawn, CIMA, CFA
Moderator, SVP, National Director, Intermediary Relationships
Altegris

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: Opportunities and Innovations in Managed Futures
Date: Wednesday, May 10, 2017
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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