Liquid Alts – a Multi-Strategy Managed Futures Approach – Equinox Funds – 10.18.16

Summary:

Now On Demand.

Below are a few of the most common questions we receive from your peers regarding managed futures:

• Why should managed futures be on my radar?
• What’s the right managed futures allocation for my clients?
• Are there major differences from one managed futures strategy to the next?

On Tuesday, October 18th, we’ll discuss these questions and explore the MutualHedge Futures Strategy Fund, the first multi-strategy managed futures fund. MutualHedge is an actively managed mutual fund that provides diversified access to 12 of the most well-known and long standing Commodity Trading Advisors around the world. We will review the in-depth research approach that takes place as managers are selected for the strategy, what makes choosing the right managers so important, and why we believe this strategy has the power to provide the potential diversification benefits that your client’s portfolios may be in search of.

“An actively managed multi-CTA portfolio acknowledges the fact that the marketplace is dynamic and the investment opportunity set is always changing, making ongoing due diligence and rebalancing a necessity.” (-Equinox Funds Investment Management Team)

Speakers:

Dr. Dravid is involved in all aspects of portfolio and risk management for Equinox’s products. In addition, he assists in the development and the structuring of new products and in providing thought leadership. Prior to joining Equinox, he was a consultant and a member of the Executive Committee of The Frontier Fund.

Dr. Dravid has more than 35 years of experience in industry, academia, and financial services. From 2004 to 2006, he was President of Saranac Capital Management, a separate entity spun out from Citigroup to manage more than $3 billion in hedge fund assets. From 1996 to 2004, he was a Director and then a Managing Director at Salomon Brothers and Citigroup, where he helped build and manage the hedge fund business and platforms. He was a co-portfolio manager for the Multi-Strategy Arbitrage funds, a quantitative analyst for the Equity Long-Short funds, and head of the Risk Committee. From 1993 to 1996, Dr. Dravid was a Vice President in the Asset Allocation Research Group of Salomon Brothers. Prior to this, he was an Assistant Professor of Finance at the Wharton School. He has published numerous papers in leading academic and practitioner journals including Journal of Finance, Journal of Financial Economics, and Journal of Derivatives.

Dr. Dravid received a BSc in Physics from the University of Poona (India), an MA in Physics from SUNY at Stony Brook, an MBA in Finance and Marketing from the University of Rochester, and a PhD in Finance from the Graduate School of Business at Stanford University. He currently holds a CFTC/NFA Series 3 registration as well as Series 7 and 63 Securities Licenses.

Robert Enck is the President & CEO of Equinox Funds. He is responsible for the ongoing oversight and management of the business, leading the construction and execution of the firm’s strategic vision for growth. Since joining the firm in 2007, Mr. Enck has overseen continuous asset growth within the business as it maintains a sharp focus on bringing the potential benefits of alternatives to institutions and individuals through a diverse lineup of investment strategies.

Prior to joining Equinox Funds, Mr. Enck gained 20 years of extensive management experience with large, highly regulated health care organizations including Bristol-Myers Squibb as well as entrepreneurial venture capital funded organizations. Mr. Enck served as Senior Managing Director with Hermes Group LLC, a merchant banking and corporate advisory firm providing strategic advisory services, including interim executive management, acquisition and divestiture services. Prior to his work with Hermes, he was general manager and vice president of Quintiles, a $2 billion pharmaceutical services firm.

Mr. Enck earned a BS degree in Natural Sciences from St. John’s University, Collegeville, MN and a MBA in Management from the University of St. Thomas, St. Paul, MN. Mr. Enck holds his Series 7, 24 and 63 licenses.