Cocoa & Coffee – two great tastes that belong in your commodity portfolio! – USCF Investments – 2.6.25

Summary:

Now On Demand CE

Commodity markets brought a number of surprises in 2024, including from top performers Cocoa (+61%) and Coffee (+19%). “Softs,” or commodities that are grown and not mined, such as coffee, cocoa, sugar, cotton, corn, and wheat, are often very underweight or excluded altogether in diversified commodity indexes. Meanwhile the SummerHaven Dynamic Commodity Index can include up to four with 28% combined weight: Cocoa, Coffee, Sugar and Cotton. These agricultural products typically bring higher prices and higher price volatility. Join us for this interactive, live webcast where we discuss:

• Opportunities in Soft Commodities
• Tariffs, Fiscal Management and Trump’s Potential Impact On Varied Commodity Markets
• Why Dynamic, Diversified Exposure Matters
• Asset Allocation, Risks and Historical Performance

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Kurt is the CEO and Founder of SummerHaven. He previously ran the commodity index business for UBS and led the successful effort to acquire and integrate AIG’s commodity index business. Prior to joining UBS, Kurt structured commodity index and equity derivative solutions for clients of AIG Financial Products. SummerHaven Index Management, LLC creates innovative fundamental indexes focused on providing investors with better risk-adjusted returns than traditional indexes. The firm is led by a seasoned management team with over 110 years of collective financial markets experience with commodity futures, equity and fixed income markets. USCF has partnered with SummerHaven on several funds including the United States Commodity Index Fund (USCI), the United States Copper Index Fund (CPER), the USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) and the USCF Gold Strategy Plus Income Fund (GLDX).

As Chief Investment Officer for USCF, Kevin brings over 20 years of experience as a Senior Commodities Portfolio Manager. Kevin is responsible for expanding USCF’s product line and overseeing the company’s investment policies and portfolio management team. Prior to joining USCF, he was Senior Portfolio Manager of Alternatives and Commodities for Invesco PowerShares. Kevin was part of the OppenheimerFunds team responsible for launching a the first commodities mutual fund and subsequently incorporated the first off-shore Cayman subsidiary for a commodities fund. Kevin also served as Senior Portfolio Manager, head of Commodities and earned the Barron’s/Value Line “Top 100 Managers” designation three times. Kevin is a CFA Charterholder and CAIA Charterholder. Kevin earned his Bachelor of Business Administration degree in Finance from Texas Tech University. He is registered with FINRA for Series 7, 63 and with NFA for Series 3 and has completed his Swaps Proficiency Requirements. Kevin is a Registered Representative of ALPS Distributors, Inc.

Maya is the Head of Distribution for USCF. Maya has over 20 years of experience in asset management and is responsible for expanding the firm’s distribution and business development efforts. Prior to joining USCF, Maya was at Brandes Investment Partners where she served as National Accounts Manager, Associate Portfolio Manager and Product Coordinator for the Small Cap and Canadian Portfolios. Maya received her BSBA in Finance from San Diego State University. She holds a Series 3 registration with the NFA as well as FINRA Series 6,7, and 63. Maya is a registered representative of ALPS Distributors, Inc.