Fall 2012 Alternative Mutual Fund Forum Will Gather Advisors in Six Cities

OVERLAND PARK, Kan., Sept. 20, 2012 /PRNewswire/ -- A consortium of eight leading mutual fund firms with wide-ranging expertise in funds that utilize "alternative" hedge fund-like investment strategies, is launching the Fall 2012 Alternative Mutual Funds Forum in Overland Park, Kansas.  The Fall Forum is a continuation of the highly successful Spring 2012 Forum which gathered 740 financial advisors in seven cities across the U.S.

Stock market swings and minimal yields afforded by most fixed-income vehicles over the last few years have made financial advisors increasingly seek investments that can help minimize volatility and downside risk while creating new growth opportunities in client portfolios. This, in turn, has prompted greater interest in so-called liquid alternatives, or hedge fund-like strategies available as mutual funds. However, many advisors continue to need help understanding alternative strategies and the best ways to efficiently implement them.

With the need for increased advisor education in mind, in 2011, a consortium of investment firms with alternative mutual funds expertise organized the first ever Alternative Mutual Funds Forum, which gathered financial advisors in various cities and served as a broad introduction to alternatives. 

The 2012 Forum emphasizes ways to utilize alternatives in portfolio construction. Every stop on the tour includes an educational session on portfolio implementation. Conducted by portfolio construction experts, the sessions will provide advisors with the opportunity to raise questions and hear about best practices.  

The partnering firms hosting the 2012 tour include Altegris, Bandon, Driehaus, Eaton Vance, Fortigent, Forward, JP Morgan, Montage (KS only) and Ramius.

The fall events, which begin on September 25th in Overland Park, will continue to give attendees access to top investment managers and research analysts who will explain their investment philosophies and the strategies behind different types of alternative funds. Scheduled sessions will address the use of long/short strategies for equities, debt and commodities, while others will look at managed futures and implementing a global macro/multi-strategy approach.

Following on the heels of last year's 9-city and Spring 2012's 7-city tours, the Fall 2012 itinerary includes, in addition to Kansas City, stops in Los Angeles (Sep. 27), Atlanta (Oct. 9), Miami (Oct. 11), Stamford, CT (Oct. 23) and Boston (Oct. 25). 

Financial advisors contact:
[email protected]

Media contact:
Victoria Odinotska
Kanter & Co.
703-534-3735

SOURCE Forward

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