3 Market-beating Strategies that Deliver Alpha

Date: Tuesday, June 20, 2017
Time: 2pm ET | 11am PT
Cost: Free

Sponsored By:

 

Advisors are increasingly using passive investment products – index funds and ETFs – to build client portfolios. Yet, advisors are also on the lookout for investment vehicles that provide alpha. Join this complimentary webcast to discover how three of Envesnet's SMA Managers of the Year beat their peers by consistently delivering alpha.

Explore the investment process and market-beating strategies of the three award-winning active managers, who will discuss how they wring alpha out of their portfolios. Learn about the opportunities, dangers, and how to invest in three key segments of the market: fixed income, energy and impact investing.

Join this complimentary webcast to learn:

  • Existing and future opportunities and dangers in fixed income, energy and impact investing

  • Principles and processes to follow from top asset managers in these key segments of the market

  • How to meet client's investing goals by following disciplined investing strategies

  • Market-beating strategies to start building your portfolios


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Featured Speakers:

 

speaker Jamie Green
Host & Contributing Editor:
Investment Advisor and ThinkAdvisor.com

Jamie Green launches, operates and efficiently manages analog and digital publications—and their staffs and business-side colleagues—for the professional and consumer markets. His editorial career comprises electronic journalism, notably at The New York Times; print publishing as editor of Investment Advisor magazine; programming, recruiting and hosting live events, and shepherding digital products including video, audio and social media products, especially as founding editor of ThinkAdvisor.com. He is proud of the staffers with whom he has worked and grateful for the readers he has served. Jamie can be reached on LinkedIn or Twitter @JamieJPGreen.

speaker

Tim Clift,
Event Moderator & Chief Investment Strategist,
Envestnet | PMC

Mr. Clift serves as Chief Investment Strategist at Envestnet | PMC and is responsible for research and consulting services for the organization. He leads a team of analysts who are responsible for the selection and monitoring of investment managers and a team of consultants who support institutional and advisory clients. Mr. Clift serves on PMC’s Investment Committee and is instrumental in setting investment policy for the Company.

Prior to joining Envestnet | PMC, Mr. Clift was the Chief Investment Officer and Chairman of the Investment Committee at FundQuest. He joined FundQuest in 1994 and maintained overall responsibility for the firm’s investment management programs for separately managed accounts, mutual funds, alternative investments, exchange-traded funds, and annuities. As Chairman of the Investment Committee, he led a team of analysts and portfolio managers that produced the firm's research and recommendations.

Mr. Clift possesses over 24 years of industry and investment management experience. He received an MBA in Finance from Boston University and a BA in Economics from Allegheny College.

Speakers:

speaker Laura L. McGonagle, CFA
Senior Vice President, Portfolio Manager and Research Analyst
Trillium Investment Management | SMA Manager of the Year
Impact Award Winner-Small/Mid Cap Core Portfolio

Laura McGonagle is a senior vice president, portfolio manager and research analyst, and leads Trillium's Small/Mid Cap Core strategy. Prior to joining Trillium in 2001, she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being.

Laura earned a B.A. in quantitative economics from Tufts University in 1992. She is a member of CFA Society Boston and the CFA Institute and is a Chartered Financial Analyst charterholder.

speaker

Libby Toudouze
Portfolio Manager
Cushing Asset Management | SMA Manager of the Year
Speciaity Award Winner-Cushing MLP Alpha Total Return Strategy

Libby F. Toudouze has over 30 years of experience in investment management and 15 years of Energy and MLP specific portfolio management experience. Before joining Cushing Asset Management, she established and ran a family office where her responsibilities included developing investment policies, creating an asset allocation framework, as well as analyzing public and private investments. Ms. Toudouze has been with the firm as a PM for over 10 years, worked seven years in private wealth management at JP Morgan, Morgan Stanley, and Bank of America. Additionally, she was an analyst, trader and portfolio manager at the hedge fund Paragon Associates for over 10 years. She worked on the institutional trading desk at Merrill Lynch and has worked on the floor of the NYSE. Ms. Toudouze grew up in Westchester County, NY, played NCAA Tennis, and earned her BBA and her MBA from Southern Methodist University.

speaker

Brendan Clark
CEO
Clark Capital Management | SMA Manager of the Year
Strategist Award - Navigator Strategist Solutions

Brendan Clark is Chief Executive Officer of Clark Capital Management Group. As the Firm’s leader in defining and executing its vision and strategy, Brendan is tasked with aligning Clark Capital’s mission with its stakeholders’ needs. He oversees all of the Firm’s business lines, including custom-tailored strategies for high-net-worth investors, 40 Act products and strategist model delivery, and works to develop and enhance strategic partnerships while creating opportunities for growth. Brendan’s leadership of the Executive Team ensures that Clark Capital maintains its consistent, firm-wide focus on delivering world-class asset management strategies and services to advisors and investors.

 

 

This announcement is not intended as and should not be used to provide investment advice and is not an offer to sell a security or a solicitation of an offer, or a recommendation, to buy a security. Investors should consult with an investment advisor to determine the appropriate investment vehicle. The statements contained herein are based upon the opinions of Envestnet and third party sources. Information obtained from third party sources are believed to be reliable but not guaranteed. Past performance is not a guarantee of future results. 


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