Alternative Strategies to Diversify Your Portfolio: Merger Arbitrage, Market Neutral and Private Equity Replication

Canada

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Title

Alternative Strategies to Diversify Your Portfolio: Merger Arbitrage, Market Neutral and Private Equity Replication

Description


"Diversification is the only free lunch in investing" is an oft-cited investment mantra. With their uncorrelated returns, alternative investment strategies can serve as portfolio diversifiers.

Listen to Julian Klymochko, CEO and Chief Investment Officer of Accelerate Financial Technologies, discuss 3 liquid alternative investment strategies to diversify your portfolio. The alternative strategies include merger arbitrage, market neutral and private equity replication.

Bio: 

Julian is the CEO and Chief Investment Officer of Accelerate. Prior to founding Accelerate in February 2018, Julian was the Chief Investment Officer of Ross Smith Asset Management where he managed award-winning alternative investment strategies for nearly a decade. He founded and managed a top performing Canadian alternative fund in 2017. Julian also managed a 6-time award winning market neutral hedge fund and founded an award-winning event-driven arbitrage fund. Prior to Ross Smith Asset Management, he was an Analyst at BMO Capital Markets. He attended the University of Manitoba where he graduated with a Bachelors of Science (Engineering) and a Bachelors of Commerce (Finance). Julian is a Chartered Financial Analyst (CFA) charterholder.

He is the author of the book Reminiscences of a Hedge Fund Operator and a co-host of the Absolute Return Podcast.