The Case for Replication in Alternative Asset Classes

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Advisors and allocators have struggled for years with a simple question: 

How can my clients get the diversification benefits of leading hedge funds, but in a mutual fund or ETF with reasonable fees and less downside risk? 

In this webinar, Andrew Beer will explain how hedge fund replication is a potential solution. Hedge fund replication, broadly defined, is a strategy that seeks to match or outperform hedge fund returns with lower fees, daily liquidity and less downside risk by mimicking the core exposures and trading strategies of high cost, illiquid hedge funds. The webinar will cover key educational topics, such as

• What are the different forms of hedge fund replication?
• What’s worked well and what hasn’t?
• Why do some replication-based strategies outperform actual hedge funds?
• Why should advisors consider a hedge fund replication-based mutual fund or ETF today?

The presenters will be available after the presentation to answer attendees' questions live.  

Speakers

Jeffrey Seeley
Deputy CEO and Head of US Distribution
iM Global Partner

Jeffrey Seeley is Deputy CEO and Head of US Distribution at iM Global Partner. He has more than 20 years of experience in Asset Management. Mr. Seeley spent over 16 years building AMG Funds with his last four years as Head of US Distribution and Executive Committee member, where he developed customized distribution and service strategies for more than 20 affiliates of the company. He then served as Head of Distribution & Sales at BP Capital Funds and as Head of Distribution and Sales at Resource Securities (Ciii Capital Partners).

Andrew Beer
Founder and Managing Member
Dynamic Beta investments

Andrew Beer is Founder and Managing Member of Dynamic Beta investments. He has 25 years of experience in the hedge fund business since joining the Baupost Group, Inc., one of the world’s premier hedge fund firms, as a portfolio manager. In 2003, Andrew founded Pinnacle Asset Management, a leading commodity investment firm with approximately $3 billion under management today and recipient of numerous industry awards. He was also a founder of Apex Capital Management, one of the first institutional-quality hedge funds focused on the Greater China region that peaked at approximately $1.5 billion in assets prior to the financial crisis. Andrew holds a MBA from Harvard Business School as a Baker Scholar and his AB degree with high honors from Harvard College.

Robert Huebscher

Advisor Perspectives