Stocks

Takeaways From RCM’s Alts Conference

For it being a Tuesday, Cinco de Mayo, and a foggy day in Chicago; we had a great turnout yesterday for a quick event on Alternative Investments. A big shout out to Mike Cavanaugh (@CavyChi) for moderating the event, and adding some humor along the way. For those who didn’t make it the event, here’s a brief recap via our live tweeting of the event.

P.S. — If you’re interested in learning how they trade, their investment philosophy, and standard performance numbers, you can sign up here.

There are over 2000 liquid Alt funds. – Ryan Tagal of @ENVintel. Key note speaker at #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Tagal: Cta outperform liquid alts past 5yrs. Past performance not necessarily indicative of future results. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Keynote speaker Tagal of @ENVintel: 25% allocation to Alternatives is optimal for RIAs. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

First panel up “On the Front Lines.” MC @CavyChi asks what has been the biggest change in Alternatives. #ChiAlts2015 pic.twitter.com/tpHDs8Eze0

— Attain Capital (@AttainCapital) May 5, 2015

Joe Wicklander of @theprivatebank says events like these are coolest development in the industry. #ChiAlts2015 #AlternativesEducation

— Attain Capital (@AttainCapital) May 5, 2015

They are a great trader but not best business person. Best team up one part trading, one part business for hallmark managers #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

MC @cavychi asks managers the best trade theyve been a part of, the weirdest market, or biggest opportunity in the future. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Tom Rollinger of @RedRockCapital says short energies over the best 6 months best trade. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

MC @cavychi says investrs frustrated with where return drivers in Alts come from. Roland of IMFC: momentum, yield, & valuation #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Eyes openers for Dave at Dearborn Capital to picking managers. Dave: risk mamagement, capital they employ, & handle drawdown. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

MC @CavyChi: How to make sure what Alts you’re investing in get what you want. Dave of Dearborn Capital. Research. Know manager #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Tom Rollinger of @RedRockCapital says: misunderstanding of alternatives and markets. Need education to public. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015

Roland of IMFC: Value of Managed Futures is completely uncorrelated no matter what market is doing. Rising rates or not. #ChiAlts2015

— Attain Capital (@AttainCapital) May 5, 2015