Bill Kelly Discusses Alternative Investment Education
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to ... [read more]
EY Considers Top 10 Drivers Impacting Wealth Management
EY Global Wealth & Asset Management has published a white paper highlighting the top 10 drivers impacting global wealth and asset management. Those drivers, listed below, will be disruptive and bring change – they represent threats to ... [read more]
Are We on the Verge of a Hedge Fund Renaissance?
Hedge funds have generally lagged long-only exposure to the U.S. stock market the past several years, and this has led to unhappy hedge-fund investors and increasing redemption pressure on hedge-fund managers. But according to Willis Towers ... [read more]
Liquid Alternatives With Tom Florence of 361 Capital
In this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the ... [read more]
Multi-Alternative Funds: The Best and Worst of June
Multi-alternative mutual funds and ETFs recorded their fourth-straight month of gains in June, returning +0.42% in the aggregate. Of the 151 funds in the category, over 62% (94) posted gains; and 49 beat the +0.84% returns of the ... [read more]
INDUSTRY NEWS
EY Considers Top 10 Drivers Impacting Wealth Management
EY Global Wealth & Asset Management has published a white paper highlighting the top 10 drivers impacting ... [read more]
FUND NEWS
Legg Mason Launches Total Return Focused Real Estate Fund
The ClearBridge Real Estate Opportunities Fund (CREOX) launched early last month as a result of a merger with ... [read more]
COMPANY NEWS
Fidelity Expands Access to Private Equity Funds
When Fidelity Investments ripped $2 billion from a pair of alternative mutual funds earlier this year, some ... [read more]
PEOPLE NEWS
Altegris Appoints New Executive Chairman
On June 30, Altegris announced the appointment of Marty Beaulieu as its new Executive Chairman. In this role, ... [read more]
INVESTING INSIGHTS
Multi-Alternative Funds: The Best and Worst of June
Multi-alternative mutual funds and ETFs recorded their fourth-straight month of gains in June, returning ... [read more]
SURVEYS & RANKINGS
Are We on the Verge of a Hedge Fund Renaissance?
Hedge funds have generally lagged long-only exposure to the U.S. stock market the past several years, and this ... [read more]
COMMENTARY
Just Enjoy It…
Everything is higher: Bonds, Stocks, REITs, Gold. It might soon become easier to construct a list of names that aren’t making ... [read more]
Brexit Blah Blah Blah… What’s Next?
No doubt your inbox has been hit with a plethora of emails with that title. I’m sure they are good and insightful. This ... [read more]
Still Post-Brexit…
The financial markets remain focused on the 5th largest economy in the world. While we don't know what the U.K. will look ... [read more]
RESEARCH
Campbell & Company Considers Importance of Skewness and Timing
Skewness is a term that describes the distribution of returns for a specific security, asset class or portfolio, and is often ... [read more]
Are Hedge Funds Superior to Liquid Alts?
Alternative mutual funds have several advantages over hedge funds that employ the same strategies: They’re more liquid, ... [read more]
Proposed SEC Rule Threatens Viability of Liquid Alts
Late last year, the Securities and Exchange Commission (“SEC”) proposed a rule to regulate the use of derivatives by ... [read more]
VIDEOS
Video: The Evolution of Hedge Funds and the Future of Asset Management
The Milken Institute’s Global Conference, which took place earlier this month in Los Angeles, featured a discussion on the future of the hedge fund industry. While the panel may not have fully resolved the current hedge fund conundrum, the discussion was interesting nonetheless. ... [read more]
Video: Howard Marks Interviews Stephen Schwarzman
In a recent video filmed as part of the Howard Marks Investor Series at The Wharton School, Blackstone founder Stephen Schwarzman sits down with his friend and colleague Howard Marks to discuss a wide range of topics. Mr. Schwarzman, who joined Lehman Brothers in 1972 and founded ... [read more]
Video: Scott Minerd Provides Outlook for Rates and Fixed Income
In this episode of WealthTrack with Consuelo Mack, Scott Minerd of Guggenheim Partners discusses his outlook for interest rates and fixed-income investments. Mr. Minerd is Guggenheim’s Global CIO and portfolio manager for a pair of 5-star mutual funds: Guggenheim Total Return ... [read more]
PODCASTS
Bill Kelly Discusses Alternative Investment Education
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly ... [read more]
Liquid Alternatives With Tom Florence of 361 Capital
In this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure of serving as managing ... [read more]
Allocating to Alternative Investments With Dick Pfister
Dick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and later becoming a partner at ... [read more]
