CIOs and Bow Ties

[Frame - 00:30] To quote a crash in sometime mid-May … looks like you’re onto something.[Frame - 06:40] Some personal secrets to your stamina in writing and travel

For Part l go here --> http://bit.ly/2Hhl7L1 (http://bit.ly/2Hhl7L1)

For Part ll go here --> http://bit.ly/2JHr9WW (http://bit.ly/2JHr9WW)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:15] Discuss some of the more relevant intermarket ratios for your rotation strategies[Frame - 05:05] 1 rule in markets is that there are no rules - how do you know when an intermarket relationship has broken down.

For Part l go here --> http://bit.ly/2Hhl7L1 (http://bit.ly/2Hhl7L1)

 

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:40] Michael Gayed - Introduction[Frame - 01:47] Investment Philosophy/ATAC rotation – how it works[Frame - 05:53] "A crash sometime in mid-May ... the odds are higher"

 

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:45] Leaping to a new curve/pack the parachute[Frame - 06:10] Your prediction for what will happen to Facebook[Frame - 08:10] A wrinkle in time

 

For Part l go here --> http://bit.ly/2Znv3Kd (http://bit.ly/2Znv3Kd)

For Part lI go here --> http://bit.ly/2ZzK4sf (http://bit.ly/2ZzK4sf)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 01:00] Loss aversion payoff >2:1 ; Disruption Payoff >10x[Frame - 05:18] How to cope with the necessary friction that change brings aboutpls confirm

For Part l go here --> http://bit.ly/2HSmIZh (http://bit.ly/2HSmIZh)For Part lll go here --> http://bit.ly/2ZUsWhz (http://bit.ly/2ZUsWhz)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

 

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:25] Whitney Johnson - Introduction[Frame - 00:50] Why bother disrupting yourself if its such a painful process?[Frame - 04:00] Extreme Focus on Risk - events here that have defined you[Frame - 04:00] Concept of market risk vs competitive risk[Frame - 08:58] Contrarian - play where no one is playing[Frame - 16:45] What kind of investor are you? How do you invest?

 

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:48] Highlight some specific themes - Defence[Frame - 03:36] Sports Betting – Atlantic City coming back?[Frame - 04:30] Infrastructure[Frame - 08:00] Relative performance to Mid-Caps – great 4Q18 not so great 1Q19

For Part l go here --> http://bit.ly/2HSmIZh (http://bit.ly/2HSmIZh)For Part ll go here --> http://bit.ly/2FRy6Bj (http://bit.ly/2FRy6Bj)

https://www.eventshares.com/whitepapers (https://www.google.com/url?q=https://www.eventshares.com/whitepapers&sa=D&source=hangouts&ust=1554311132304000&usg=AFQjCNEcaJaJDuxAk8yW54YOihOjQXjdWA)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

[Frame - 00:39] If the approach (Portfolio construction) works in international market?[Frame - 02:25] Portfolio construction[Frame - 08:15] How do you determine something that's a pure play on 5G Deployment?

 

For Part l go here --> http://bit.ly/2HSmIZh (http://bit.ly/2HSmIZh)For Part lll go here --> http://bit.ly/2ZUsWhz (http://bit.ly/2ZUsWhz)

https://www.eventshares.com/whitepapers (https://www.google.com/url?q=https://www.eventshares.com/whitepapers&sa=D&source=hangouts&ust=1554311132304000&usg=AFQjCNEcaJaJDuxAk8yW54YOihOjQXjdWA)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

 

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment

Sign-up for Behind the Manager's shoulder - Mining & Metals manager Umbono webinar - https://lnkd.in/eZt-D54

http://bit.ly/2CRi3CU

[Frame - 00:25] Ben Phillips - Introduction[Frame - 01:30] Evolution of EventShares[Frame - 06:25] Washington is complex we connect the dots – how?[Frame - 09:52] Policy Tracker quarterly excellent piece

https://www.eventshares.com/whitepapers (https://www.google.com/url?q=https://www.eventshares.com/whitepapers&sa=D&source=hangouts&ust=1554311132304000&usg=AFQjCNEcaJaJDuxAk8yW54YOihOjQXjdWA)

For Part ll go here --> http://bit.ly/35wAZSO (http://bit.ly/35wAZSO)

For Part lll go here --> http://bit.ly/2ZUsWhz (http://bit.ly/2ZUsWhz)

This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.

The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment