Alternatives Symposium

May 30, 202411am ET / 8am PT

Days

Hrs

Min

Sec

Overview

As 2022 demonstrated, allocating purely to equities and fixed income can produce disastrous results. While equities have since bounced back, alternative strategies can provide much needed balance to a diversified portfolio. The goal of the VettaFi Alternatives Symposium is to educate advisors about the range of solutions – many of which were historically available only to institutions – so that you can decide which products are appropriate for your clients. Our speakers will identify the risks and opportunities in each product type, providing guidance on what to expect under different market conditions.​

Topics covered will include:​​


  • Covered Call ETFs: Providing Attractive Alternatives to Equities​​​

  • All That Glitters: Investing With Gold ETFs​​

  • Going Beyond Gold: Breaking Down Broader Commodities

  • Absolute-Return Strategies: Managed Futures & Long/Short Plays​​

  • Macro Ripple Effects: Real Estate, MLPs & Infrastructure​

  • Crypto Conundrum: Bitcoin ETFs Front & Center​​


 

 

Register today for this free Symposium, approved for two hours of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations and The American College of Financial Services and learn how to take advantage of all that alternatives has to offer.

Agenda

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Speakers

Eric Granat, CAIA - Portfolio Manager/Derivatives Analyst, Fidelity Investments

Eric Granat, CAIA

Portfolio Manager/Derivatives Analyst

Fidelity Investments

Garrett Paolella - Co-Founder, Managing Partner, Portfolio Manager,  NEOS Investments

Garrett Paolella

Co-Founder, Managing Partner, Portfolio Manager

NEOS Investments

George Milling-Stanley - Chief Gold Strategist, State Street Global Advisors

George Milling-Stanley

Chief Gold Strategist

State Street Global Advisors

Edward O'Donnell - Senior Product Specialist, Xtrackers by DWS

Edward O'Donnell

Senior Product Specialist

Xtrackers by DWS

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Lara Crigger - Editor-in-Chief, VettaFi

Lara Crigger

Editor-in-Chief

VettaFi

Sponsors

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