Sidestepping Downturns in Equity Markets: A Tactical Approach – Salient – 1.15.19

Summary:

Now On Demand.

The current bull market cycle is almost a decade old. While this cycle is mature by historical standards, an old Wall Street maxim reminds us that “bull markets do not die of old age.” In reality, it’s a change in macroeconomic factors or internal market dynamics that typically precedes or accompanies a trend change in the stock market.

Viewing the market through the lens of history can illuminate distinct signals of change if you know where to look. By analyzing these indicators real-time in the context of market cycles, a tactical manager has the potential to effectively position their strategies to take advantage of market movements. Join us for a webcast as we explore:

• Bear and bull market cycles
• Historical precursors of market shifts
• Asset allocation strategies to successfully navigate the market

Speakers:

Ricardo Cortez is the co-chief executive officer of Broadmark Asset Management. He is primarily responsible for business development as well as management of the firm’s sales and marketing efforts. As Co-CEO, Ricardo shares in the oversight of the firm’s business operations. Additionally, he is a member of the investment team and serves as the firm’s chief risk officer.

Ricardo joined Broadmark in 2009 as president, global distribution and was named co-CEO in 2013. Prior to Broadmark, he was president of the private client group at Torrey Associates, LLC. He has held roles including vice president at Goldman Sachs as a product manager for the firm’s global multi-manager strategies program, and senior vice president at Prudential Investments overseeing product development and sales for the investment management services division.

Ricardo graduated cum laude from Queens College, City University of New York with a bachelor of arts and formerly served as chairman of its business advisory board. He is an adjunct faculty member at Harvard University and has been a guest lecturer on investment policy and hedge funds at the Wharton School, University of Pennsylvania. Ricardo was awarded the Certified Investment Management Analyst® (CIMA) designation in 1993 and has published numerous articles on hedge funds.

David Linton is executive vice president and head of distribution at Salient. He is responsible for internal and external sales, national accounts and is a member of the senior management team.

David has more than 25 years of experience in retail sales and distribution. Prior to joining Salient in 2012, David served as the head of sales for Van Kampen Investments, a division of Morgan Stanley, where he led a team of more than 150 professionals in the distribution of mutual funds, closed-end funds, separate accounts, UITs, variable annuities and 401(k)s. He was also a managing director for Morgan Stanley Investment Management. Earlier in his career, David held national sales manager roles for Sun America Mutual Funds, ING Pilgrim and Northstar Funds.

David earned a Bachelor of Arts in economics from Saint Lawrence University.