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

  • ETF Strategies to Enhance Income & Return

  • Structured Protection ETFs​

  • Why Consider Catastrophe Bonds?​

  • Beyond Traditional Assets: Exploring Opportunities in Alternatives​

  • Mastering Market Cycles With Long/Short Strategies

  • VettaFi Wrap-Up and MLP Discussion


Register today for this free Symposium, approved for three 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

Simeon Hyman, CFA - Global Investment Strategist, ProShares

Simeon Hyman, CFA

Global Investment Strategist

ProShares

Matt Kaufman - SVP, Head of ETFs , Calamos Investments

Matt Kaufman

SVP, Head of ETFs

Calamos Investments

Chin Liu - Managing Director, Director of Insurance-Linked Securities and Fixed Income Solutions Portfolio Manager, Amundi US, Inc.

Chin Liu

Managing Director, Director of Insurance-Linked Securities and Fixed Income Solutions Portfolio Manager

Amundi US, Inc.

Paul Marino - Chief Revenue Officer , GraniteShares

Paul Marino

Chief Revenue Officer

GraniteShares

Dennis McCabe - Managing Director, Morgan Stanley Investment Management

Dennis McCabe

Managing Director

Morgan Stanley Investment Management

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

George Milling-Stanley

Chief Gold Strategist

State Street Global Advisors

Robert Minter - Director of ETF Investment Strategy, abrdn

Robert Minter

Director of ETF Investment Strategy

abrdn

Stacey Morris - Head of Energy Research, VettaFi

Stacey Morris

Head of Energy Research

VettaFi

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

Edward O'Donnell

Senior Product Specialist

Xtrackers by DWS

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

Garrett Paolella

Co-Founder, Managing Partner, Portfolio Manager

NEOS Investments

Tim Ramsey, CFA - Equity and Alternatives Portfolio  Specialist, Goldman Sachs Asset Management

Tim Ramsey, CFA

Equity and Alternatives Portfolio Specialist

Goldman Sachs Asset Management

Marc Regenbaum - Managing Director, Neuberger Berman

Marc Regenbaum

Managing Director

Neuberger Berman

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Lara Crigger - Editor-in-Chief, VettaFi

Lara Crigger

Editor-in-Chief

VettaFi

Kirsten Chang - Senior Industry Analyst, VettaFi

Kirsten Chang

Senior Industry Analyst

VettaFi

Sponsors

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