FLAIA is pleased to host a virtual series focused on ETFs and gaining exposure to niche investment opportunities with exchange-traded funds (ETFs). These keynote presentations will feature ETF thought leaders and sponsors covering trends, opportunities and developments impacting the exposure gained via exposure to their investment funds. Each of the keynotes will cover the following points and more.
· High level overview of the investment strategy inside their ETFs
· The exposure a portfolio manager gains when investing in the specific ETF
· The edge and repeatability of the investment process
· Insight into risk/reward
· Background and pedigree of the investment team
· Insights that can alpha to your investment decisions
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments, increasing demand for alternative means of income generation.
TUG and TUGN represent the new wave of solutions-based ETFs that merge tactical equity allocation and options-generated income into one portfolio. Investors can realize consistent monthly yield while still participating in market upside, all within a tax efficient
ETF vehicle.
With income products experiencing sustained losses, investors have a rare opportunity to capitalize on tax loss harvesting trades. Thomas Campbell and Jonathan Molchan, Managing Partners and Portfolio Managers at STF Management, discuss the core methodology and drivers to the TUG rule set and how this can provide solutions to the challenges of asset allocation.
STF Management Press Release: New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq
Exchange (prnewswire.com)
Speakers: Thomas Campbell and Jonathan Molchan
For more than a decade during continuous monetary stimulation, the best investment approach was to invest in index funds or illiquid private vehicles. Those days are now past and today investors face an inflationary cycle that few have experience living through. During these uncertain times an allocation to diversified alpha is most useful to a portfolio. In this discussion we cover the challenges of this unusual market cycle and how Unlimited is using proprietary machine learning technology to provide access to the wisdom of the hedge fund industry for all investors.
Check out Unlimited Funds' Marketplace Listing!
Speakers: Bob Elliott