Rethink the “40” in your 60/40: Why Alternative Income Deserves a Slice of the Traditional “40” Fixed Income Allocation

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In this webcast, Scott Kefer, CFA, Senior Portfolio Manager, Kevin Bales, CFA, Associate Portfolio Manager at VictoryShares and Solutions, and Ian Saunders, Sr. Analyst at Nasdaq Dorsey Wright will discuss alternative income strategies and their ability to offer the trifecta of benefits many investors seek: attractive income, low correlation to both stocks and bonds, and a level of volatility similar to traditional bonds.

What you will learn in this webinar is:

• Why alternative income should be a long-term, strategic position in your portfolio
• The potential benefits of uncorrelated yield as an attractive source of income
• The importance of liquidity and transparency in alternative strategies
• How to allocate to alternative income as part of a diversified portfolio

Scott, Kevin, and Ian will be available to answer your questions following the presentation.

Speakers

Scott Kefer, CFA
Senior Portfolio Manager
VictoryShares and Solutions

Scott Kefer, CFA®, is a Senior Portfolio Manager for VictoryShares and Solutions and utilizes his more than 25 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.

He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA® charterholder.

Kevin Bales, CFA
Associate Portfolio Manager
VictoryShares and Solutions

Kevin Bales is an Associate Portfolio Manager for the VictoryShares and Solutions team. In this role he is focused on the continued growth of the firm’s rules-based and custom investment solutions. Mr. Bales contributes to the research and development process for our rules-based and custom solutions offerings, including our indexes and model portfolios. He supports both retail and institutional investors and clients by providing education and insights on topics such as strategic beta, asset allocation and factor-based investing.

Mr. Bales joined Victory in 2018 and has 14 years of investment experience. Prior to becoming a member of the VictoryShares and Solutions team, he was a director in the Manager Research Department of Hartland & Co., an institutional and HNW consulting organization.

Ian Saunders
Senior Analyst
Nasdaq Dorsey Wright

Ian Saunders has been with Nasdaq Dorsey Wright since 2014 and in his current role as a research analyst since 2018. As an analyst, Ian provides daily market commentary through the firm’s written research reports and helps develop investment solutions geared toward the advisor community. He also leads educational initiatives on Point & Figure methodology and Relative Strength investing. Ian graduated from the College of William and Mary and lives in Richmond, Virginia.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.