Hedge Funds Are Back – Can Allocators Get Hedge Fund Alpha in an ETF?

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Heading into 2021, advisors face numerous headwinds: a potential return of inflation, sky high equity prices, possible negative returns on bonds. Yet advisors with retail clients have few good options to protect against these risks, and many that embraced alternative mutual funds and ETFs have been disappointed with low returns, high fees and large drawdowns. 

The questions advisors are asking today is:

How can retail investors gain exposure to leading hedge funds yet with the client-friendly features of an ETF?  Given the difficulties for many hedge funds in the 2010s, will hedge funds will return to the Golden Age of the 2000s, when they generated alpha through two bear markets?

In this webinar, hedge fund veteran and founder of Dynamic Beta, Andrew Beer, will explain how his firm seeks to deliver alpha from equity long/short and managed futures strategies in daily liquid ETFs.

The webinar will cover:

• Why hedge funds are positioned to generate alpha in the 2020s?
• What hedge fund strategies are best positioned to outperform?
• How can allocators get exposure to leading hedge funds in an ETF?
• What are the biggest landmines allocators should avoid when investing in hedge funds?
• How can hedge funds help client portfolios in the 2020s and how should advisors position this with clients?

The presentation will conclude with a live Q&A session.

Speakers

Jeffrey Royal
Director, Distribution (US Field Sales)
iMGlobal

Jeffrey Royal is Director, Distribution for the US Field Sales team for iM Global Partner. He has nine years of experience in Asset Management. Previously, Jeff served as Regional Vice President of Resource Securities/C-III Capital Partners for four years, where he directly managed a team of wholesalers and developed strong relationships with Financial Advisors in the Independent BD and RIA Channels. Prior to Jeff’s time at Resource Securities/C-III Capital Partners, he held an Associate position at JPMorgan–Private Bank.

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
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.