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Guest speakers Stephen David and Zach Fichter will be presenting, "Opportunities in Closed End Funds – Positioning for Rate Cuts"
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This had been a monumental year for crypto with the emergence of Bitcoin ETFs.
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The academic conclusion of Modern Portfolio Theory is that market timing can never work.
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In this Investment Planning Knowledge Circle session, guest speaker Scott Edgcomb, will cover:
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Quiddity: “The basic nature or quality of something, that makes it different from other things.”
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We experienced sharply higher interest rates and inflation in 2022, leading to the first bear market that didn't coincide with a recession since 1987.
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Given current market volatility and economic uncertainty, catastrophe (CAT) bonds and ILS, provide a unique opportunity for investors seeking potential alternative sources of income
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Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.
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Kevin Baum, Chief Investment Officer of USCF Investments, will provide: an update on current commodity market factors, discuss a unique approach for estimating commodity valuations, and offer perspectives and commodity portfolio structuring insights given the energy transition mega-trend.
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During this presentation guest speaker Jerry Paul will cover: The Fixed Income Environment and Outlook for 2023 Investment Opportunities and Where to Look for Them A Value Oriented Bond Management Approach and How It Differs from Traditional Methods.
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