Data on Where Markets May be Headed, 4 Top Fund Managers On What they're Doing About it...
Markets aren't behaving like the textbooks say anymore. Spend a lunch with a CME Group economist mapping out what's actually happening, then hear four managers walk through strategies built for exactly this kind of environment. No filler, just useful thinking on resilience, diversification, and returns.
The Agenda - Here's How the Day Runs
11:00-11:15 - Check In & Welcome
11:15-11:35 - Dr. Mark Shore, CME Group
11:35-11:55 - Woody Wiegmann, Potomac Funds
11:55-12:15 - Brian Stutland, Equity Armor Investments
10 minute break
12:25-12:45 - Adam Quiring, Q3 Asset Management
12:45-01:05 - Q&A
About the Presenters
Dr. Mark Shore: Discover how to identify and leverage the unique strengths of alternative managers in your investment strategy. Dr. Mark Shore, CME Group’s Director and Economist with over 30 years of capital markets expertise, will share his unique perspective on global market divergences, emerging economic trends, and the most compelling opportunities following April’s market volatility.
Speaker: Woody Wiegmann
- Pioneer in quantitative tactical asset management since 1987.
- Boutique firm with a national presence and $4.7B AUM, serving independent broker dealers and RIAs across all major custodians and platforms.
- Institutional-style money management made available to retail clients and their advisors.
- A consistent, disciplined, rules-based process built on data over feelings.
- Mutual funds and SMAs built to conquer risk by minimizing maximum drawdown without sacrificing returns. The philosophy: you "win by losing less."
- True tactical diversification aiming for low beta, low correlation, and minimized drawdowns.
Speaker: Brian Stutland
- Risk so low that Morningstar benchmarks it to a Moderate Conservative Total Return Index.
- Comparable risk to a 30/70 or 40/60 bond/equity portfolio, with equity-like returns.
- Since taking over HDCTX, has outperformed that index by 150%, same risk, far higher returns.
- Annualizing close to 9% since 12/2019, never closing a month down more than 6%, through Covid, tariffs, and war.
- Outperformed JEPI, JPM Hedged, and nearly all covered call ETFs over the last 3 years.
- One of very few funds that is simultaneously long equities and long an embedded volatility hedge.
- If you expect ongoing volatility, this is where you want to be.
Speaker: Adam Quiring
- Flagship strategy representing roughly $350M of nearly $1B in AUM, the firm's most popular offering.
- Roots trace to the COMEX Gold Pit in 1982 and lessons learned working for Paul Tudor Jones on risk control.
- Built with one priority: protect from severe losses while delivering quality participation in rising markets.
- Ranked #1 of 398 strategies in Morningstar's Tactical Allocation category for risk-adjusted return over 5 years (through 12/31/2025).
- Max drawdown of just -7.6% since inception over 10+ years, trading within 5% of its all-time high 97.5% of the time.
- A rare long-only strategy focused purely on short-term mean reversion that actually welcomes bear markets, up +4.2% in the 2022 pullback.
