Business

Insights from Alternatives Best in Boston

In our best efforts to inform and educate investors about Alternative Investments, we set off to Boston last week to talk alternatives. We had a great turnout, which prompted discussions and questions regarding fund structure, the return drivers of alternatives, and how to deal with upcoming market uncertainty.

For those that missed it, here’s a recap of the live tweeting of the event.

P.S — One of the unexpected bonuses of the event was seeing all trucks and set of the upcoming Ghostbusters movie. Sadly, there was no Kristen Wiig sighting.

Bad news #1: there’s global effort to turn markets into public utilities,says Ben Hunt, Salient Partners #BostonAlts15

— Susan Weiner, CFA (@susanweiner) July 15, 2015

RT @susanweiner: Rzepcynski: Algorithm aversion makes investors prefer human predictions #BostonAlts15 — MichaelKitces (@MichaelKitces) July 15, 2015

Hunt: It’s not tail risk when it comes to managed futures advantages, it’s being able to go both long and short all markets. #BostonAlts15

— RCM Alternatives (@rcmAlts) July 15, 2015

Will adding long stocks and bonds to a trend following CTA portfolio improve the return/risk? No.

— Jerry Parker (@rjparkerjr09) July 15, 2015

.@rjparkerjr09 “when the correction comes the passive replication alternative mutual funds are going to get killed. #BostonAlts15

— RCM Alternatives (@rcmAlts) July 15, 2015

Gellman. “Smaller managers could be more bold, and have to be. Otherwise why do it? #BostonAlts15

— RCM Alternatives (@rcmAlts) July 15, 2015

Malinda. “I don’t see why anyone would want to be long only commodities. Why you wouldn’t want an active manager. #BostonAlts15

— RCM Alternatives (@rcmAlts) July 15, 2015

K Jamali: Looking at smaller mgrs, we define risk as 1) strategy risk; 2) business risk #BostonAlts15

— Susan Weiner, CFA (@susanweiner) July 15, 2015

The dynamic during political crises is the game of chicken, says Ben Hunt, Salient Partners #BostonAlts15 It’s a test of will, as in Greece

— Susan Weiner, CFA (@susanweiner) July 15, 2015

Insights from Alternatives Best in Boston