Breakout 1: "Beyond Hedge Funds": Less Correlated Investments to U.S. Equity Markets
Overview
The panel will explore the latest thoughts on the use of less correlated investments in portfolio construction. As correlations are notoriously unstable, what strategies may be able to provide less correlation to U.S. equity markets, without giving up too much upside in a long-lasting U.S. equity rally?
Panelists:
Incorporating Options: Robert Gordon, President, Twenty-First Securities Corporation
Liquid Alternative/Risk Premia Strategies: John Shearman, Partner, Albourne Partners
Managed Futures/CTAs: Kevin Craney, Director of Asset Management, R.J. OASIS
Infrastructure Investing: Kurt Phares, Vice President - Financial Institutions Group, Macquarie Investment Funds