Ever felt overwhelmed by the sheer number of investment options, much like trying to choose from dozens of toothpaste brands? Join us for a fascinating discussion with Paisley Nardini, a seasoned CFA charterholder, as she pulls back the curtain on the world of alternative investments. Discover how Paisley's extensive experience at Simplify Asset Management, Invesco, and PIMCO equips her with unique insights into navigating market volatility and enhancing portfolio management. This episode promises to challenge your understanding of diversification and reveal how alternative strategies, particularly within ETFs, can offer a suite of new opportunities for investors.

Dive into the mechanics of managed futures where the art of trend-following takes the spotlight. Our conversation explores these complex strategies, which have historically provided robust diversification during market upheavals like the tech bubble and the global financial crisis. You'll learn how managed futures can offer S&P-like returns by adopting strategic approaches that defy conventional skepticism. Paisley also shares her thoughts on Simplify's strategic partnership with Altus Partners, which leverages cutting-edge algorithms for systematic portfolio management, highlighting the prowess of rules-based approaches in tumultuous market conditions.

Amidst rising market volatility, understanding retail investor behavior in the alternatives market has never been more critical. Our discussion highlights the significant role education plays in bridging the gap between retail and institutional investors, emphasizing Simplify’s commitment to transparency and client empowerment. Uncover how a proactive mindset is essential in protecting client capital and learn why financial advisors are increasingly turning to capital-efficient, low-correlation asset classes like managed futures. Whether you're a seasoned investor or just beginning to navigate the maze of alternative investments, this episode offers a treasure trove of insights to enhance your financial journey.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Simplify and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Support the show

Paisley Nardini on Alternative Investments, Managed Futures Strategies, and Navigating Market Volatility

Lead-Lag Live