Profiting in Up or Down Markets – Arrow Funds – 8.28.19

Summary:

Now On Demand.

Many managed futures strategies are outperforming the S&P 500 over several time periods. They are accomplishing this while still offering tremendous diversification benefits. Historically, trend following trading strategies provided solutions simply to reduce portfolio risk. However, sophisticated managers and advisors are utilizing managed futures positions as core allocations that quickly and easily adapt to our current competitive market environment.

• Alpha generation using managed futures strategies
• Historical performance of this evolving asset class
• Trend following, algorithmic trading and why experience matters
• Incorporating managed futures in client portfolios

Speakers:

James R. Dailey is Chief Executive Officer of DUNN. Mr. Dailey has responsibilities in the areas of strategic planning, business and product development, client relations and financial reporting. Mr. Dailey joined DUNN in 2003 as a Financial Analyst and was promoted to Vice President of Finance in 2007, CFO in 2008 and CEO in 2016. He earned a B.S. in Business Administration from The Pennsylvania State University in 1994 and an MBA in Finance from the University of Maryland in 2000. Prior to joining DUNN, Mr. Dailey worked for Marriott International in Corporate Financial Planning and Analysis and spent several years in public accounting.

Jake is a founding member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds. His primary responsibilities include sales and key accounts. Before starting Arrow Funds, Jake spent 10 years at Rydex Investments, where he established a new investment advisor to provide mutual fund wrap strategies utilizing institutional money managers. As part of the firm’s business development group, he was responsible for the development and promotion of unique mutual fund and variable trust fund asset allocation programs designed to deliver dynamic asset allocation strategies to the financial intermediary marketplace. He also spent two years as RIA Sales Manager, where he managed the inside sales team supporting lead generation and client service for the RIA channel. Prior to Rydex, he worked in various roles at a family-owned business. Jake holds Series 3, 7, 26, and 63 securities registrations.

Joe is a founding member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds. His responsibilities include investment strategy, business development and marketing. Joe’s experience of more than 25 years includes six years at Rydex Investments, where he was positioned at the helm of Rydex research, educating financial intermediaries on how to use Rydex Funds. He created fundamental and technical research tools and developed momentum models with Rydex sector funds. As Director of Product Development, he was responsible for researching new strategic opportunities, as well as creating high-quality investment products and services. He also initiated the research to create and launch the firm’s first buy-and-hold mutual fund, the Rydex Sector Rotation Fund. Joe and his team were responsible for developing innovative index and smart beta ETFs, including the S&P 500 Equal Weight ETF (Symbol: RSP).