PROTECTING YOUR PORTFOLIO IN A WORLD OF RISING INTEREST RATES

Hosted by FolioBeyond
November 4, 2021
12:00 PM - 1:00 PM ET
Panel

FolioBeyond believes interest rates are going higher, and that many of the strategies investors are using may not perform as expected. We believe it is possible to protect against high rates, or even to profit from a bear market, without the drag of negative current income. Paying out option premiums, and covering the cost of holding short positions can significantly erode your returns—even if you make the right macro call.

In this discussion, we take a long-term view of prior interest rates bear markets, and explain why it really “isn’t different this time.” It’s been a long time since rates have been at historic norms, and with inflation seemingly gaining traction, it’s highly likely rates will follow.

We will discuss why we believe our strategy can work for investors, hedgers and traders.

Financial Times,

The end of the bond market bull run

Read the full article at:

https://on.ft.com/3GSG1Nz

Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The fund is new and has limited operating history to judge. The value of MBS IOs is more volatile than other types of mortgage related securities. They are very sensitive not only to declining interest rates, but also to the rate of prepayments.

Distributed by Foreside Fund Services, LLC.

  • It’s not different this time. Inflation and rates are going higher.
  • Strengths and weaknesses of various strategies to deal with higher rates.
  • How a strategy built around MBS IOs can benefit a wide range of investors and portfolios.

FolioBeyond Rising Rates ETF Ticker: RISR

The FolioBeyond Rising Rates ETF (RISR) is an actively managed exchange-traded f...

Event Recording

PROTECTING YOUR PORTFOLIO IN A WORLD OF RISING INTEREST RATES

01:02:28
Attachments
  • Rising Rate etf (risr) — FolioBeyond
    rising rate etf (risr) — foliobeyond etfs (1).pdf
    1 MB
  • FolioBeyond ETFs
    foliobeyond etfs (2).pdf
    1 MB
  • I Really Didn't Say Everything I Said
    _i_really_didn_t_say_everything_i_said__1633611988 (1).pdf
    134 kB
  • RISR Factsheet
    risr-factsheet.pdf
    1 MB
  • RISR Pitchbook October 2021
    risr-pitchbook october 2021.pdf
    2 MB
  • Tightening Episodes
    tighteningepisodes.pdf
    1 MB
  • RISR Fund Prospectus
    RISR-Prospectus.pdf
    790 kB

Speakers

  • George Lucaci

    Title
    Global Head of Distribution
    @
    Company
    FolioBeyond
    Role
    Moderator

    George Lucaci, Global Head of Distribution has 40+ years of experience in Trading, Investment Banking, Marketing, Sales, and Asset Management. Experienced in Capital Raising, Alternative Investments, MBS, CMBS, Foreign Exchange (FX) Options, Asset Management, and Fin Tech

    Prior to joining FolioBeyond, Mr. Lucaci was:

    ·Former Partner and Senior Advisor for Mercury Capital Advisors, LLC specializing in hedge funds, and private equity capital raising, building the Mercury digital iFunds platform/brand, and direct/special situation investments.

    ·Head of Risk Analysis at Normandy Asset Management, global macro hedge.

    ·Merrill Lynch National MBS Product and Sales Manager.

    ·Nomura Securities National Fixed Income Sales Manager.

    ·Partner at Hedgefund.net, which was the first hedge fund tech platform.

    ·B.A. Duke University

    ·M.B.A. from The George Washington University

    About

  • Dean Smith

    Title
    Chief Strategist & Portfolio Manager
    @
    Company
    FolioBeyond
    Role
    Panelist

    Chief Strategist of FolioBeyond, has 25+ years of experience in all aspect of structured products with roles as an investment banker, trader, and hedge fund portfolio manager.

    Prior to joining FolioBeyond, Mr. Smith was:

    • Founder of Stonehenge Financial Partners 

    • Partner at Highland Financial Holdings

    • In senior positions at DLJ and Nomura Securities

    Mr. Smith earned his M.A. and M.Phil. in Economics from Columbia University. He also received a B.A. in Economics from the University of California San Diego, and studied Data Science and Engineering at UCSD’s School of Advanced Studies.

    About

About

FolioBeyond

FolioBeyond is an asset management firm that utilizes advanced algorithms as well as AI and machine learning tools designed to build diversified portfolios, manage risk, deliver optimal returns, and provide customized asset management solutions for both fixed income and equity portfolios. 

See FolioBeyond.com

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