Overview: |
| Title: Diversification Failed: Evolve your portfolio to avoid the next diversification trap |
| Date: Friday, October 13, 2023 |
| Time: 1:00 PM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
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Summary: |
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Now On Demand
Accepted for 1 CFP® / IWI / CFA CE Credit |
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Speakers: |
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Devin is the CEO and co-founder of Convexitas, an investment manager dedicated to delivering high performance derivative overlays for families and institutions. Devin is responsible for firm governance, compliance, business development, and technology.
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As Convexitas’ co-founder and CIO, Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.
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Introductory Information. This webinar was prepared by Convexitas LLC (“Convexitas”) and expresses our research opinions. All expressions of opinion are subject to change without notice and Convexitas will not undertake any updates to this presentation. It is not an advertisement, is for informational purposes only, does not purport to be full or complete and may not be relied upon; does not constitute an offer to sell, or solicitation of an offer to buy, any securities or investment services, including in any investment vehicle, account or other product (each, a “Product”) implementing Convexitas’ strategy (the “Strategy”). An offer to buy an interest in a Product may only be made by and is subject to the applicable investment management agreement, or other offering or subscription documentation (collectively, “Governing Documents”) and only in jurisdictions in which such an offer would be lawful. Any decision to invest with Convexitas should be made only after conducting such inquiries and investigations as the Recipient deems necessary, and consulting with the Recipient’s financial, tax and legal advisers in order to make an independent determination of the suitability, risks and merits of making an investment. No regulatory or self-regulatory authority has passed upon or endorsed this presentation, the merits of the Strategy or an investment with Convexitas.
Certain information included in this document is based on information obtained from third-party sources considered to be reliable; however, no representation, warranty or undertaking, express or implied, may be made with respect to the accuracy or completeness of such data. Any projections or analyses provided or described herein may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results. Accordingly, any projections or analyses should not be viewed as factual and should not be relied upon as an accurate prediction of future results. Also, there can be no assurance that the strategy or investment thesis described herein will meet its objectives generally, or avoid losses.
Risk of Loss. Convexitas’ investment products, like all investments, involve the risk of loss. Investment products may be speculative and are designed only for sophisticated investors who are able to sustain the loss of their investment. Accordingly, such investment products are not suitable for all investors. The products sponsored and managed by Convexitas are not subject to the same or similar regulatory requirements as mutual funds or other more regulated collective investment vehicles. An investment in the Strategy is subject to complete loss.
Forward-Looking Statements. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “target,” “continue,” or “believe” or the negatives thereof or other variations thereon or other comparable terminology. Due to various risks and uncertainties, including those described in this presentations, actual operations, implementation or performance of the Strategy, or other relevant events, may differ materially from those reflected or contemplated in such forward-looking statements. No representation or warranty is made as to the Strategy’s future performance.
Past performance is not necessarily indicative of future results. An investment in the Strategy is speculative and involves a high degree of risk. An investor could lose all of such investment. There can be no assurance that the Strategy’s investment objectives will be achieved, either in terms of generating profits or controlling losses. Investment products may be speculative and are designed only for sophisticated investors who are able to sustain the loss of their investment. Accordingly, such investment products are not suitable for all investors. The products sponsored and managed by Convexitas are not subject to the same or similar regulatory requirements as mutual funds or other more regulated collective investment vehicles.
Suitability. Convexitas has claimed an exemption from the CFTC in connection with certain commodity accounts it advises pursuant to CFTC Regulation 4.7 in that investors in the applicable accounts must meet the definition of a Qualified Eligible Person (“QEP”). Accordingly, Convexitas will take affirmative steps to verify each potential investor’s qualification status.