2014 Advisor Success: Top Investment Opportunities For Better Balanced Portfolios
Date: Thursday, January 30, 2014
Time: 2pm ET | 11am PT
From equities to fixed income, today’s portfolio managers need to be able to distinguish between “desert island” portfolio choices that investment managers are convinced will be long-term winners and those that are merely short-term swoons adversely affecting quarterly performance.
Join ThinkAdvisor for the second in a three-part live webcast series, and hear from a panel of experts as we discuss the most attractive investment opportunities for 2014 and beyond.
In choosing the right strategy, advisors must have a wide array of products in order to customize a comprehensive portfolio unique to their client’s objectives and risk threshold.
Founder and Chief Investment Officer
Quantitative Equity Strategies
Veteran investment strategist Ben Warwick brings 20 years of investment management expertise to ThinkAdvisor.com in his blog, Searching for Alpha. His market and economic insights provide readers with an insider’s view on generating alpha through asset allocation, the use of strategic portfolio “tilts” and alternative investments.
Ben Warwick founded Quantitative Equity Strategies (QES) in 2002 as a platform for implementing his quantitative investment strategies. The firm manages assets with traditional long-only equity and fixed income, private equity, managed futures and alternative investment mandates. QES has developed an industry leading expertise in building investment programs that can replicate alternative returns, while offering daily liquidity and transparency. These products include the HFRq, a hedge fund replication strategy developed in concert with Hedge Fund Research in Chicago; the Managed Futures Beta Index, with Aspen Partners; and the Nomura QES Modeled Private Equity Returns Index (PERI), which was developed with Nomura Bank and Preqin, the leading source of information in the private equity industry.
He is the author of several books, including Searching for Alpha: The Quest for Exceptional Investment Performance, (Wiley, 2000) and The Handbook of Managed Futures, with Carl Peters, (McGraw-Hill, 1996).
William Ware Bush
Mr. Bush, Partner, has twenty-six years of experience in the financial services industry. He joined the Managing Member in 1998. He is primarily responsible for client relationships in the Southern and Western Regions of the United States.
In his career he has served in a variety of roles at investment banks and management firms. He started his investment career as an Institutional Salesman for E. F. Hutton & Company and was a Vice President at Donaldson, Lufkin & Jenrette. He has been a senior marketer for two institutional investment advisory organizations. He has been with Aspen Partners since 1998 and has helped design, structure and promote investment programs in Managed Futures and Hedge Funds.
Mr. Bush has been registered as an associated person of Aspen Partners, Ltd. with the NFA since January 2000 and principal of Aspen Partners with the NFA since September 2007.
He often speaks on the area of Managed Futures at conferences and meetings of consultants and financial advisors.
A native of Augusta, Georgia, he received an undergraduate degree in history and international political science from Vanderbilt University and an MBA in International Business from Georgia State University in Atlanta. He is well traveled having visited in professional and personal capacities 31 countries and three crown colonies.