Join NuView for our Wednesday Workshop:
Building a Hedge Fund Allocation
Wednesday, September 14th | 1:00 p.m. EDT
There is a minefield of options for hedge funds to consider given the proliferation of choices and the low barrier to entry. In this presentation, guest speaker, Mark Kress, will discuss one approach that focuses on AUM size, boutique strategies, replicability, operational considerations, and diversification.
The result is a process that builds a multi-manager portfolio that helps diversify away from core asset exposure often invested through mutual funds and/or ETFs. In aggregate the portfolio has limited market exposure where the managers capitalize on volatility-induced mispricing and fundamentally driven exposures.
Join us Wednesday, September 14th, at 1:00 P.M. EDT to hear how to build a hedge fund allocation with guest speaker Mark Kress. Register now!
Meet Our Speaker
Mark Kress
Portfolio Manager
Mark brings decades of portfolio and risk management experience to manage asset allocation and hedge fund portfolios for family offices to maximize risk-adjusted returns.
Since 2013 Mark has consulted with both multi and single-family offices on sourcing alternative investments and portfolio management solutions. In 2018 Mark launched Arden Advisory who manages hedge fund allocations for Family Offices. From 2001-2011 Mark was a Portfolio and Risk Manager for the global team at Guggenheim Investments where he helped manage $1bn in long/short, market neutral, and long-only equity strategies.
Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business and is a Chartered Financial Analyst (CFA).