George Lucaci, Global Head of Distribution has 40+ years of experience in Trading, Investment Banking, Marketing, Sales, and Asset Management. Experienced in Capital Raising, Alternative Investments, MBS, CMBS, Foreign Exchange (FX) Options, Asset Management, and Fin Tech
Prior to joining FolioBeyond, Mr. Lucaci was:
·Former Partner and Senior Advisor for Mercury Capital Advisors, LLC specializing in hedge funds, and private equity capital raising, building the Mercury digital iFunds platform/brand, and direct/special situation investments.
·Head of Risk Analysis at Normandy Asset Management, global macro hedge.
·Merrill Lynch National MBS Product and Sales Manager.
·Nomura Securities National Fixed Income Sales Manager.
·Partner at Hedgefund.net, which was the first hedge fund tech platform.
·B.A. Duke University
·M.B.A. from The George Washington University
Past Speaking Events
- PROTECTING YOUR PORTFOLIO IN A WORLD OF RISING INTEREST RATES hosted by FolioBeyondNovember 04, 202112:00 PM - 13:00 PMPanelView Details
FolioBeyond believes interest rates are going higher, and that many of the strategies investors are using may not perform as expected. We believe it is possible to protect against high rates, or even to profit from a bear market, without the drag of negative current income. Paying out option premiums, and covering the cost of holding short positions can significantly erode your returns—even if you make the right macro call.
In this discussion, we take a long-term view of prior interest rates bear markets, and explain why it really “isn’t different this time.” It’s been a long time since rates have been at historic norms, and with inflation seemingly gaining traction, it’s highly likely rates will follow.
We will discuss why we believe our strategy can work for investors, hedgers and traders.
Financial Times,
The end of the bond market bull run
Read the full article at:
Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The fund is new and has limited operating history to judge. The value of MBS IOs is more volatile than other types of mortgage related securities. They are very sensitive not only to declining interest rates, but also to the rate of prepayments.
Distributed by Foreside Fund Services, LLC.
Speakers: George Lucaci and Dean Smith
About FOLIOBEYOND
FolioBeyond is an asset management firm that utilizes advanced algorithms as well as AI and machine learning tools designed to build diversified portfolios, manage risk, deliver optimal returns, and provide customized asset management solutions for both fixed income and equity portfolios.
See FolioBeyond.com