Efficient Use of Capital with Higher Volatility Investment Strategies
Presented by Joseph Barrato
CEO, Director of Investment Strategies, Arrow Funds
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
Joseph Barrato CEO, Director of Investment Strategies, Arrow Funds
Joseph Barrato has more than 25 years of experience in the investment management industry, including six years with Rydex Investments. As the director of research, he developed models and algorithms and was responsible for helping Rydex pioneer their exchange-traded fund (ETF) and active alternative products, including the industry’s first smart beta ETF. Before joining Rydex, Barrato spent 12 years at the Federal Reserve Board during Alan Greenspan’s tenure. Barrato founded Arrow Funds in 2006, where he developed several successful commercial solutions, products, and strategies for the mutual fund and ETF industry. Barrato is a portfolio manager, which includes Arrow’s five-star Tactical Macro Fund.
