Webinar Highlights: The Next Generation of Liquid Alts

As the head of Blueprint Investment Partners, I had a unique opportunity to moderate a virtual panel discussion with three of the biggest names in the liquid alternatives space last month: Bob Elliott, Corey Hoffstein, and Jerry Parker.

I was energized by what I saw and heard, as well as inspired to share some video clips from the discussion with you.

liquid-alts-webinar-teaserDuring the discussion, I sensed the competitive yet cooperative spirit that drives innovation and thought leadership in financial services. This spirit was evident as each panelist shared their views about the evolving landscape for liquid alternatives and the key attributes of their ETF strategies:

Bob Elliott
CEO and CIO of Unlimited Funds
Portfolio Manager, HFND

Corey Hoffstein
CIO of Newfound Research
Portfolio Manager, RSST, RSBT

Jerry Parker
CEO and Co-Founder of Chesapeake Capital Corporation
Portfolio Manager, TFPN


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With the Generally Positive Performance of Liquid Alts in 2022 & 2023, Are We Just Getting Started in the Space?




Has the 60/40’s Recent Struggles Stimulated Interest in Adding Liquid Alts to a Portfolio?




What are You Hearing from Financial Advisors in Terms of How They’re Thinking About Liquid Alts?




How Does Your Strategy Address the Challenges of a 60/40 and Potentially Increase Diversification?




If You Were Building a 60/40 from Scratch, What are the Necessary Ingredients?




How Do Financial Advisors Confront the Timing Decision When Adding Liquid Alts?




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Blueprint Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit adviserinfo.sec.gov and search for our firm name.

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. 

Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

Information contained on third party websites that Blueprint may link to are not reviewed in their entirety for accuracy and Blueprint assumes no liability for the information contained on these websites.

Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. The above commentary is for informational purposes only. Not intended as legal or investment advice or a recommendation of any particular security or strategy.

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