Presents: The New Diversification – Adding Alternative ...
Interactive Brokers
in conjunction with
BlackRock
presents:
The New Diversification ? Adding Alternative Investments
Mark Peterson Director
BlackRock
webinars@
webinars
Exchange and Industry Sponsored Webinars are presented by unaffiliated third parties. Interactive Brokers LLC is not responsible for the content of these presentations. You should review the contents of each presentation and make your own judgment as to whether the content is appropriate for you. Interactive Brokers LLC does not provide recommendations or advice.
This presentation is not an advertisement or solicitation for new customers. It is intended only as an educational presentation.
Member SIPC
Webinar begins @ 12:00 pm EST
Disclosures
Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by calling (312) 542-6901.
Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. For a copy visit .
Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, please read the Security Futures Risk Disclosure Statement. For a copy visit .
There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign exchange trades can vary due to time zone differences and bank holidays. When trading across foreign exchange markets, this may necessitate borrowing funds to settle foreign exchange trades. The interest rate on borrowed funds must be considered when computing the cost of trades across multiple markets.
The Order types available through Interactive Brokers LLC's Trader Workstation are designed to help you limit your loss and/or lock in a profit. Market conditions and other factors may affect execution. In general, orders guarantee a fill or guarantee a price, but not both. In extreme market conditions, an order may either be executed at a different price than anticipated or may not be filled in the marketplace.
There is a substantial risk of loss in trading futures and options. Past performance is not indicative of future results.
Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Interactive Brokers LLC is a member of NYSE FINRA SIPC
Interactive Brokers LLC is registered with HKSFC and is a participant of the Sydney Futures Exchange (SFE)
Interactive Brokers for Advisors
John Carroll Seeberg
jseeberg@ 203-618-5991 direct phone number
IB Advisor
? Multi-Client trade allocation ? Manage accounts through
Rebalance and Portfolio Models ? White brand your RIA ? Website Dev and Compliance tasks
IB Money Manager
? Manage clients from other RIAs
? Allocate and Rebalance across multiple RIAs
? Market through IB Money Manager Marketplace
3
Why Interactive Brokers for Advisors
Unique Technology for Advisors
Complete turnkey solution for Advisors provides trading, clearing, reporting and billing capability for advisors of any size. Our technology will save you a great deal of time and money, and make your operations much more efficient.
We'll Minimize Your Costs
High costs eat away your client's returns and ultimately diminish your business. We specialize in providing best executions and transparent, low commissions and financing rates to help you maximize your results.
Financial Strength And Stability
Our strong capital position, conservative balance sheet and automated risk controls help protect IB and our customers from large trading losses.
Innovative Technology
Our technology is the result of 38 years of focus on building it. Sophisticated tools on our platform give you a real advantage in the marketplace. Prerecorded webinars explain how to use TWS, algos and order types along with all other platform features.
Global Access
Our customers have direct access to trading on over 100 market centers in 24 countries and 20 currencies, including live data, real time news feeds and information.
4
MARK PETERSON
Director
Mark Peterson, Director of Investment Strategy and Education for BlackRock where his responsibilities include relating BlackRock's Investment Strategy and investment views to key institutional and financial advisor clients and offering perspective on all asset classes - including equities, fixed income, alternatives and multi-sector approaches to investing. A 20-year industry veteran with extensive expertise and experience educating financial professionals and investors on market and investment topics.
Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank, where he developed investment and product strategies for all investment products. Mark also worked as a product specialist across all asset classes where his responsibilities' included developing new mutual fund launches and delivering market and investment presentations across the US. Additionally, Mark has spent time on floor of the Board of Trade and Chicago Mercantile Exchange. Mark received his B.S. degree from Arizona State University.
5
The New Diversification
Adding Alternative Investments
Investing in alternative investments presents the opportunity for significant losses, including the loss of your total investment. Such strategies have the potential for heightened volatility and in general, are not suitable for all investors.
Agenda
1. Failure of Traditional Diversification 2. Redefining Diversification 3. The Way Forward ? Practical Application
7
Failure of Traditional Diversification
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- the new england journal of medicine
- the new york city department of education
- the new ethiopian education system
- the new deal quizlet
- the new backpage classified
- financial goals for the new year
- the new viagra
- what is the new flu going around
- the new account manager for ford credit
- the new york life insurance company
- the new craigslist personal ads
- what s the new craigslist personals