Portfolio Construction Using Alts: A Goals-Based Approach – Janus Henderson – 11.3.17

Summary:

Advisors use alternative investments for many purposes: to reduce volatility, for downside protection, to generate absolute return, to target reduction in certain riskier assets and more. Understanding true portfolio risk is essential in meeting client goals. Join us for this in-depth discussion that will cover:

• Using Alternatives for True Portfolio Diversification
• Correlation Drivers and Risk Management Strategies
• Portfolio Construction: Using Alts Across Asset Classes

Speakers:

Adam Hetts is Vice President at Janus Henderson Investors and Head of Portfolio Construction Services. Mr. Hetts leads the portfolio construction services team that is focused on delivering actionable investment strategy and thought leadership in order to help clients across all aspects of the investment management process. From 2011 until joining Janus Henderson in 2017, he was vice president, senior portfolio strategist with Goldman Sachs Asset Management in New York, leading efforts in the U.S. and Asia Pacific regions. Prior to his role as a senior portfolio strategist, Adam worked with Goldman Sachs Principle Strategies, a proprietary hedge fund, and as a corporate strategist within Goldman Sachs Asset Management. Prior to joining Goldman Sachs, he was a consultant with The Law and Economic Consulting Group in Washington, D.C.

Mr. Hetts earned his bachelor of science in finance with a concentration in accounting from Pennsylvania State University. He holds the Chartered Financial Analyst designation and FINRA Series 24, 7, and 63 licenses. Mr. Hetts has 12 years of financial industry experience.

Leah Reed is a Financial Engineer in Liquid Alternatives at Janus Henderson Investors. Before she joined Janus in 2012, Ms. Reed had been in systems engineering & research at Absolute Plus Management since 2005. Before that, she was a portfolio manager for Bank of Hawaii Asset Management Group, where she worked primarily as asset allocation manager, implementing tactical investment strategies for approximately $700 million in assets. While there, she also managed and implemented strategies for the bank’s largest institutional clients in a $500 million portfolio.

Ms. Reed received her bachelor of science degree in business administration, with a concentration in finance, and her MBA from the University of the Pacific. She has 14 years of financial industry experience.