Wealth Summit Replay: Manager Panel – Hedge Funds & Alternative Strategies Panel

The hedge fund and alternative strategies panel, moderated by Johann Lee, CFA, director of research at AlphaCore, highlights hedge fund and alternative asset managers.

The panel primarily focuses on trend-following investing within managed futures strategies, known for their non-directional and diversifying nature. These strategies can excel in volatile markets and offer diversification benefits, as evidenced by their strong performance even in challenging times like 2022.

The discussion veers toward bond and credit investing in a changing interest rate environment due to rising inflation. Panelists provide insights into navigating this evolving landscape.

The panelists then discuss their risk management and portfolio construction approaches, emphasizing diversification, risk mitigation and talent selection. They prioritize risk-adjusted returns, using structured credit to manage risk and hedge interest rates.

Speakers address concerns about potential economic surprises, highlighting factors such as high healthcare costs, rising mortgage financing costs and low housing supply. They stress the importance of staying informed about economic trends and risks.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.