Main Bullet points:
- Educating advisors about alternatives and liquid alternatives.
- The history of alternative investments, and learning about alternatives in a mutual fund format.
- High-conviction concentrated portfolios and what that means.
- Risk/return characteristics of various portfolio allocations.
- The historical performance of Managed Futures and the worst 5 drawdowns for the S&P 500 Index vs. Managed Futures.
- This presentation has been accepted for 1.00 CE Credit hours (CFP and CIMA).
This presentation has been accepted for 1.00 CE Credit hours (CFP and CIMA). Please see the speaker for proof of credits.
Biography
Mike Sherbert, Managing Director, Catalyst/Millburn Hedge Strategy
Mr. Sherbert is a Managing Director and associated person of Millburn Ridgefield Corporation. Mr. Sherbert’s primary responsibilities for Millburn Ridgefield Corporation center on marketing and investor education, including acting as a liaison between Millburn and investment professionals considering an investment with Millburn. In this capacity, Mr. Sherbert specializes in the role of managed futures and how Millburn’s strategies can fit within investment portfolios. Prior to joining Millburn in August 2003, Mr. Sherbert was a Vice President at AIG, Sun America Securities from April 2001 to July 2003. Prior to his employment with AIG, Mr. Sherbert was an Internal Wholesaler for Pacific Life Insurance Company from August 2000 to March 2001, and worked at Emerald Publications, a financial services marketing firm, from September 1998 to February 2001. Mr. Sherbert graduated from the University of Phoenix with a BS in Business Management. He received an M.B.A. from Emory University. Mr. Sherbert holds the designation Certified Investment Management Analyst (“CIMA”) and is a FINRA Series 3 National Commodity Futures license holder.