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Event

Rethinking Retirement Readiness – Income & Risk Mitigation Strategies for Today and Tomorrow

July 27, 2020
13:00 PM - 14:00 PM
Webcast
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A steady decline in real interest rates since the 1980’s has made it exceedingly more difficult for investors to generate reliable streams of income from traditional bond investing. The notable return of market volatility in the wake of the unprecedented economic impact stemming from the COVID-19 pandemic has further inspired investors to rethink their approach to risk management and its implication for retirement readiness.

Consequently, investors have increasingly sought out alternative investment strategies for both generating the supplementary income needed to address their retirement and other cash-dependent needs and for navigating current market volatility and avoiding longer term “variance drain” (the drag on compound returns stemming from volatility).

Join the Nationwide & Harvest Volatility Management team, as they conduct an educational and interactive webcast with a live Q&A session.

  • The current market environment and the lower-for-longer yield outlook
  • Vulnerabilities and key risks inherent to traditional and alternative income-oriented strategies that have been highlighted by the recent market environment
  • The value proposition and use cases for the Nationwide Risk-Managed Income ETF (NUSI), an innovative new alternative solution that systematically targets high current income, in concert with the added benefits of volatility reduction and downside risk mitigation
  • Added benefits to investors derived from the exchange-traded fund (ETF) structure.

Recording

Rethinking Retirement Readiness – Income & Risk Mitigation Strategies for Today AND Tomorrow

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Speakers

Michael Corcelli
Managing Member @ FLAIA
Jonathan Molchan, Harvest
Managing Director & Portfolio Manager @ Harvest Volatility Management
Thomas Munster
Managing Director @ Profor Advisors
Mark Hackett
Chief of Investment Research @ Nationwide

About

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FLAIA is an open access platform of alternative investments for institutions, wealth advisors, family offices, RIAs, and accredited investors. General Partners gain access to a vertically integrated digital & traditional fintech marketplace. Investors gain access to special opportunities, educational webcasts and digital events. All of our digital events, educational content and alternative investment opportunities are available in one place under a single sign on.

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Nationwide is a diversified insurance and financial services Fortune 100 company with a long history of investing, having effectively navigated market turbulence for over 90 years, while delivering financial solutions since 1954.

A values driven asset management platform with a mutual heritage and an unwavering commitment to protecting people, businesses, and futures with extraordinary care, the Nationwide Fund Advisors (NFA) is an investment advisor offering a diverse range of products and services distributed through financial intermediary channels, retirement products, variable annuity, and life menus.

With a history dating back to 1933 and the creation of the Nationwide Fund, NFA deploys a subadvised model to deliver unique investment solutions and access to industry leading institutional money managers. With approximately $61.4 billion in assets under management as of March 31, 2020, NFA currently maintains partnerships with over 20 sub-advisors across more than 50 retail mutual fund, variable insurance trust fund, and exchange-traded fund offerings.


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Founded in 2008, Harvest Volatility Management is an experienced options and volatility risk-management investment firm that offers a robust suite of actively-managed options-based strategies that span yield enhancement overlays, risk reduction, alternative beta, and absolute return investment solutions.

Led by investment professionals with decades of expertise in advising, structuring, and managing option-related strategies, Harvest is an accomplished provider of derivative trading strategies, as well as risk-management solutions designed to enhance yield and reduce asset class risk exposure.

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Profor Advisors offers professional marketing and sales consulting services to asset managers and places alternative investments with institutional investors worldwide. The combined years of experience and extensive networks of our group allow us to exceptionally tailor to each unique client situation throughout the capital raising process and beyond.