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Risk Management Strategies - Managed Futures

Wednesday, May 18, 2011 from 5:00 PM to 6:00 PM (MT)

Boulder, CO

Risk Management Strategies - Managed Futures

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Type End     Quantity
Cocktails and Discussion - Risk Management Strategies Ended Free  
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Event Details

Join us for cocktails and hors d’oeuvres at the prestigious

Stadium Club overlooking CU’s iconic Folsom Field. 


 Presenters:

                         Bob Webster, CEO, AAMS                  Greg Avallon

                     Webster Investment Advisors         Superfund USA, Inc.

         www.wiainfo.com                                www.superfund.com   


Managed Futures:

As we have seen in recent past, diversifying among the traditional asset classes may not be enough to properly manage the risk/reward relationship in a portfolio.  Diversification solely within stocks, bonds, and real estate is no longer a feasible strategy.  Our answer to this dilemma is the use of managed futures public programs that feature professional money managers who specialize in trading worldwide hard asset and financial markets including agricultural goods, energy products, precious metals, foreign currencies, stock indices and interest rates.  These medium to long-term public programs seek to achieve capital appreciation over time and to provide diversification for traditional investment portfolios.  While futures trading can be speculative, volatile and involves a degree of risk, there may be benefits in investing a portion (generally 10 to 25%) of a portfolio in this potentially rewarding area.

The 1990 Nobel Prize for Economics was awarded for proof that total return increases, and risks are reduced, when portfolios have asset categories that are non-correlated.  Therefore, the challenge has moved beyond "don’t put all your eggs in one basket" to finding unique baskets – one of which is managed futures.


Investor Qualifications:

Webster Investment Advisors provides turnkey investment management solutions for investors with $500,000 or more of investable assets. In order to participate in this event, we encourage attendees to have at least $50,000 of investable assets and a minimum net worth of $500,000.


DISCLOSURES

This event is for general information purposes only. These investments may not be suitable for all investors and do not solicit any action from any particular investor. They may be subject to special risks including the illiquidity of the investment and volatility, and should be considered only for long-term investments. PLEASE READ THE DISCLOSURES BELOW:

MANAGED FUTURES DISCLOSURES

Investments in managed futures may not be suitable for all investors. An investment involves substantial risks and may result in the complete loss of principal. Each investment is leveraged from time to time. As a result of leveraging, a small movement in the price of a contract can cause major losses. There is no secondary market for the investment offering, and redemptions are limited to certain periods. Cash foreign currency markets are subject to high volatility, which can be caused by many unpredictable factors including general economic and financial conditions, governmental politics, national and international political and economic events, and changes in interest rates. Substantial expenses must be offset by trading profits and interest income for the investment to be profitable.

You should carefully consider whether your financial condition permits you to participate in a commodity pool, and in doing so you should be aware that futures trading can quickly lead to large losses as well as gains. Such trading losses can sharply reduce the net asset value of the pool and consequently the value of your interest in the pool. In addition, restrictions on redemptions may affect your ability to withdraw your participation in the pool. Further, commodity pools may be subject to substantial charges for management and advisory and brokerage fees. It may be necessary for those pools to make substantial trading profits to avoid depletion or exhaustion of their assets. The Disclosure Document contains a complete description of these principal risk factors, as well as each expense to be charged to this pool and a statement of the amount, as a percentage of the return and the dollar amount, necessary to recover the amount of your initial investment.

The Regulations of the Commodity Futures Trading Commission (CFTC) require that prospective investors receive a Disclosure Document when they are solicited to invest funds in a commodity pool, and that certain risk factors be highlighted. This brief statement cannot disclose all of the risks and other factors necessary to evaluate your participation in this commodity pool. Therefore, you should read and study the Disclosure Document carefully to determine whether such trading is appropriate for you in light of your financial condition. The CFTC has not passed upon the merits of participating in this pool nor on the adequacy or accuracy of the Disclosure Document.

Securities products offered through First Allied Securities, Inc., a registered Broker/Dealer. Member FINRA/SIPC

When & Where



Stadium Club at Folsom Field
2200 Colorado Avenue
Boulder, CO 80309

Wednesday, May 18, 2011 from 5:00 PM to 6:00 PM (MT)


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Hosted By

Webster Investment Advisors



Founded in 1984 by Robert N. Webster, Webster Investment Advisors aims to deliver a simple, balanced approach to asset management with a solid history of customer service and investment expertise.

Our primary focus is asset management, working with a variety of trusted firms to give clients a balanced, simple-to-understand approach to investing.  Our approach includes both traditional vehicles and unique, non-correlated investments such as managed futures and late-stage private equity to deliver our philosophy of "Participation with Protection."

We also offer finanial planning services and help to coordinate each client's financial advisory team including accountants, estate attorneys and other advisors.