Additionally, advisors will glean specific alts strategies, such as fixed-income options on the panel “Walking the Yield curve in an Uncertain Rate Environment,” with ProShares’ Simeon Hyman, First Trust Portfolio’s William Housey and Altegris Research and Investments Group’s Jack L. Rivkin. Advisors can also sit in on “The Role of Currencies, Commodities and Other Hard Assets,” with DirexionFunds’ Ed Egilinsky, Deutsche Asset and Wealth Management’s Martin Kremenstein and First Trust Portfolio’s John Gambla.
Alternative investments are making in-roads with mass-market investors to diversify and expand on traditional equity and fixed-income investment portfolios. After the recent financial crisis, more investors are beginning to understand the need for assets that provide non-correlated returns to traditional investments.
Alternative assets are no longer limited to large institutional investors.
“From publicly traded private-equity firms to mutual funds and exchange-traded funds that employ hedge-fund strategies, nontraditional assets can now be had with minimal initial investments, immediate liquidity and management fees comparable to traditional mutual funds,” Klaas Baks, executive director of the center for alternative investments and an associate professor of finance at Emory University’s Goizueta Business School, said in a Wall Street Journal article.
Financial advisors interested in attending the annual alternatives virtual summit on on May 21st can register at Alternatives & Income Virtual Summit.