The views in this program reflect solely those of the host and other speakers and not necessarily those of its sponsors. The statements made in this program are for informational and educational purposes only and should not be considered investment advice or a solicitation of the sale or purchase of any futures, options or swaps contracts.
Guests: Marty Bergin, Owner and President of DUNN Capital Management; Grant Jaffarian, Portfolio Manager at Crabel Capital Management; Mike Boss, Director, Capital Introductions at Societe Generale
Part 1
Topics discussed:
- How trend followers can evolve their strategies
- Flagship offerings vs. low cost alternatives
- Challenges with short-term trading
Part 2
Topics discussed:
- Competitive usage of management and incentive fees
- Importance of a robust risk management system
- Effect of rising rates on long and short-term trend followers
- Impact on returns from increased number of investors in trend following
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The views expressed in this program are solely those of the host and speakers in their individual capacity and they do not necessarily reflect the views of the program’s sponsors or the entities with which any of the participants are affiliated. The contents of this program are for informational and educational purposes only. They do not constitute and should not be considered legal, tax, investment advice or a solicitation of the sale or purchase of any futures, options or swaps contracts.
