This event has ended!
View current events hosted by Closed-End Fund Advisors
"Using Managed Futures to Hedge your Portfolio: Introduction & Q&A"Tuesday, December 23, 2008 at 11:00 AM (ET)Richmond, VA |
|
Event Details
Closed-End Fund Advisors, has designed this webinar session in order to educate current clients and prospects about the potential benefits and risks of managed futures as a portion of their investment portfolios.
As an alternative investment asset class, managed futures are regularly used as a 10%-20% portfolio hedge in a portfolio. In other words, managed futures are a way to potentially make money independent of the global stock or bond markets.
The key benefits for managed futures:
· High Performance Potential
· Enhanced Portfolio Efficiency
· Diversification
· Low Correlation
Managed futures are an Alternative Investment Class that are widely used by institutional investors to potentially increase returns and reduce downside risk. With more than 100 Futures Exchanges worldwide, the markets are open 24 hours a day. The fund we use is a public fund, SEC registered and provides monthly liquidity, as well as no front-end or back-end fees.
This session will cover a presentation on managed futures, as well as how a portfolio diversified into a CEFA Portfolio and managed futures would have historically fared with actual historical blended performance, and volatility figures.
For most states, in order to qualify for managed futures, you must have income of $75K a year and have net assets of $75, (CA - $250K) outside your primary home and automobiles or simply have a net worth of $250K without an income qualification.
While the fund's minimum investment is only $5,000. CEFA will allow investors to directly invests through in the fund in amounts as small as $25,000, or as a percentage 5%-30% of one of CEFA's five portfolio models. Working through CEFA reduces the fees charged for the fund by 2% - 3% a year on average.
Disclosures: According to US law, managed futures should only comprise 10%-20% of your total net worth (ex home and autos). They are not suitable for every investor, please read a prospectus before investing. Past performance cannot guarantee future results. Investments may lose value and are not FDIC insured.
When & Where
The World Wide Web
Richmond,
VA 23226
Tuesday, December 23, 2008 at 11:00 AM (ET)
Add to my calendar
Hosted By
Closed-End Fund Advisors
***NOTE***
We appologize for the hassel, however, we have upgraded the registration system for our webinar schedule.
Please visit www.cefadvisors.com/webinars.html to view the current schedule and register to attend an upcoming session.
Please call (800) 356-3508 or email Holly at hmartin@cefadvisors.com with any questions or help registering
---
Closed-End Fund Advisors, founded in 1989, is a SEC Registered Investment Advisory Firm which manages client assets through global diversification with a value oriented and active approach.
They publish, The Scott Letter: Closed-End Fund Report, a free monthly newsletter covering global investment trends, the CEF industry and contains exclusive interviews with closed-end fund managers.
CEFA publishes: CEFA's Closed-End Fund Universe, a weekly data service covering 26 critical data points on all US listed CEFs.
Subscriptions to both are available at: www.cefadvisors.com.
About the Presenter:
John Cole Scott, CFS is a portfolio manager and serves on CEFA's Investment Committee. John holds the Series 66 FINRA License.
For over 9 years John has specialized in fund analysis: closed-end (CEF), exchange-traded (ETF) open-end (mutual) and managed futures funds.
He has been quoted in Investment News, Smart Money, Bond Buyer, the Money Section of USA Today and The Richmond Times Dispatch and published in SR Consultant.
He has presented at conferences in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Richmond, VA, Washington DC and at The New York Stock Exchange including several keynote addresses.
In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry.
John is a member of The Richmond Association for Business Economics (RABE), serves on the Investment Committee for The New York State Society of The Cincinnati and is The Treasurer for The Virginia Museum of Fine Arts’ Business Council.
He was awarded the "Character Counts" award from the Capital Area and Y.M.C.A. in 1999 and "Master of Networking" from Business Networking International in 2004 and 2005.
Contact Us
Hours: 8:30am - 5:30pm EST M-F
Direct: +1(804) 288-2482
Toll-Free: (800) 356-3508
US & Canada
Fax: (866) 313-3002
7204 Glen Forest Drive #105
Richmond, Virginia 23226
jscott@CEFadvisors.com
www.cefadvisors.com