Successfully Becoming The Alternative Investment Advisor
Date: Tuesday, December 11, 2012
Time: 2pm ET | 11am PT
More than 75 percent of institutional investors in the United States consider alternative investments essential to a diversified portfolio, according to a recent survey by Natixis Global Asset Management. Even further, 72 percent believe the common 60/40 mix in portfolios is no longer an efficient way to achieve returns.
These may seem like eye opening results but more importantly, among investors who have already invested in alternatives, 88% are happy with their performance. With the smart money of institutional investors flowing to alternative investments, shouldn’t you be as well?
While startling, the survey numbers are hardly surprising. Market volatility in the wake of 2008 means non-correlated strategies are increasingly critical, but which should be employed, and which should be avoided at all costs. Our panel of alt experts will walk you through.
Join Investment Advisor and AdvisorOne.com for this live, interactive, webcast, sponsored by John Hancock Mutual Funds, and hear from industry experts regarding how to successfully incorporate alternative investments into your portfolio selling strategy.
John Sullivan is the Editor in Chief of Investment Advisor magazine and the editor of the Retirement Channel for AdvisorOne. Sullivan is the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
Founder and CEO - Quantitative Equity Strategies
CIO - Aspen Partners LLC
Author of "Searching for ALPHA: The Quest for Exceptional Investment Performance"
Ben Warwick founded Quantitative Equity Strategies, LLC (QES) as a platform for developing trading strategies that would be unbounded by conventional thinking. His objective was to create an investment process that could change with market conditions and be both robust and flexible over time. Today, QES has more than $345 million in assets under advisement for a variety of clients, as well as more than $75 million in hedge fund assets under management. As thought leaders in the alternative investment industry, he frequently contributes to trade publications including Bloomberg Wealth Manager Magazine and Investment Advisor magazine and participate in investing conferences.
Co-Head of Global Asset Allocation and Senior Portfolio Manager, Portfolio Solutions Group
John Hancock Asset Management
Steve Medina is Co-Head of Global Asset Allocation & Senior Portfolio Manager, Portfolio Solutions Group (PSG), at John Hancock Asset Management. PSG is responsible for the development and growth of John Hancock's asset allocation solutions for individual and institutional investors in the U.S., Canada and Asia. PSG currently oversees in excess of 100 Manulife/John Hancock asset allocation portfolios representing over $90 billion in assets. Steve is responsible for the day-to-day oversight and portfolio management of Manulife’s Lifestyle (target risk) and Lifecycle (target date) portfolios as well as a wide array of PSG’s other asset allocation portfolios.
Previously, Steve was Senior Vice President, Investment Management Services (IMS), for John Hancock Financial, the U.S. division of Manulife Financial Corp. In 13 years with IMS, Steve was responsible for the development and daily monitoring of investment platforms in the U.S., Canada and Asia. Steve holds the Chartered Financial Analyst designation, and is a member of the Boston Security Analysts Society and of the CFA Institute.
Director, Strategic Content Group
Summit Business Media