Alpha & Beta for Every Portfolio: An Exclusive Lunch + Learn

⬅️Save Your Seat 

Join CME Group, ReSolve, Welton, and Equity Armor (LIVE) for an insightful panel where leading managers will unpack how they are blending alpha and beta in innovative ways, making hedge fund-style strategies more accessible, flexible, and impactful for RIA clients across the spectrum. 

Panelist Speakers:

William Marr – Senior Managing Director, Head of Business Development, Welton Investment Partners

Mike Philbrick – Chief Executive Officer, Resolve Asset Management

Brian Stutland – Chief Investment Officer, Equity Armor Investments

Dr. Mark Shore – Director & Economist, CME Group

This session will cover:

  • Innovative portfolio solutions — blending and stacking approaches to access alternative
  • Client alignment — suitability frameworks and clear communication strategies
  • Portfolio construction — tailoring liquid alts across different client segments
  • Practical implementation — operational considerations and seamless platform integration

Details:

🗓️ Thursday, October 23rd

⏰ (11:15 am Check-in) 11:30 am - 2:00 pm

📍 Mere Bulles, 5201 Maryland Way, Brentwood, TN 37027

Sponsored by:
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CatalystFUNDS

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IMPORTANT RISK DISCLOSURE

The risk of loss in trading commodity futures contracts, whether on one's own or through a managed account or pooled ‘fund’, can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. You may sustain a total loss of the initial margin funds and any additional funds that you deposit with your broker to establish or maintain a position in the commodity futures market . Any specific investment or investment service contained or referred to in this website is intended for accredited investors only and is not suitable for all investors. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments. Finally, the ability to withstand losses and to adhere to a particular trading program or fund in spite of trading losses are material points which can adversely affect investor performance. Past performance is not necessarily indicative of future results.