Efficient Use of Capital with Higher Volatility Investment Strategies
Presented by Jenny Kellams
Director, Investment Strategy, DUNN Capital Management
Session date and time May 1, 2023 12:50 - 1:15 p.m.
Did you know there are alternative products that are fully diversified so that losses can be offset during times of equity market stress, but you need less cash for it to impact your overall portfolio? In a volatile world, opportunity and risk will appear in short order. The flexibility to incorporate tactical and alternative must be the watchword. In this session, you will learn how higher volatility strategies can greatly complement what many investors already own. We will also learn how alternative strategies offer low correlation because they have the ability to generate alpha in bear markets.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Jenny Kellams Director, Investment Strategy, DUNN Capital Management
Jenny Kellams is director, investment strategy with DUNN Capital where she joined in 2011. She primarily is responsible for marketing and distributing DUNN strategies to family offices and financial advisors. Before joining DUNN, Kellams had a 12-year career in the securities industry as a financial advisor, where she owned her investment management firm, JK Financial Group, from 2003 until she sold it in 2011. Kellams earned a BS in business administration from Pace University.
