Posted on May 10, 2014 | Local Chapters
Date: Saturday, May 17, 2014
Topic: Using Alternative Investments to Enhance Portfolio Performance
Speaker: Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management Inc.
The goals of this workshop are to introduce participants to the various types of alternative investments and to illustrate how individual investors can use these assets to improve the risk and return performance of their portfolios. Investors are generally familiar with traditional asset classes such as equity and fixed-income, but are often unaware of other asset classes such as real estate, commodities, private equity, hedge funds, managed futures, and others. These alternative asset classes can be added to core equity and fixed-income portfolios to augment expected returns and/or reduce volatility. Moreover, new products such as alternative asset class exchange-traded funds (ETFs) have put alternatives within reach of most investors.