About this episode
Join Jeff Malec and Jason Buck as they dive deep into the inaugural Return Stacked Symposium held at the CBOE in Chicago. They break down key presentations from institutional leaders like Jonathan Glidden and Roxton McNeal, exploring how portable alpha and return stacking are revolutionizing portfolio construction. Hear their candid insights on leverage, uncorrelated strategies, and why this approach might be the future of investing. From pension fund strategies to practical advice for RIAs, this episode offers a comprehensive review of the cutting-edge investment conference that's challenging traditional portfolio management.. SEND IT!Chapters:00:00-00:47=Intro00:48-07:13= Setting the Stage: Return Stacking Symposium Overview 07:14-14:21=Shane McCarthy's State of Portable Alpha: Panel 114:22-27:28=Jonathan Glidden: Transforming Delta Pension with Return Stacking: Panel 227:29-42:05=Patrick Kazley's Convex Overlays: Volatility, Trend, and Portable Alpha for the Taxable Masses: Panels 3 &442:06-50:10= A Gaggle of Advisors - RIAs in practice & side conversations: Panel 550:11-01:05:49= Behind the Curtain: Pension Fund Strategies and Institutional Investment Challenges and Roxton McNeal's Deep Dive: Orthogonal Return Streams and Portfolio Complexity: Panel 601:05:50-01:15:22= Wrap up: Advisor Panel Insights: Return Stacking in PracticeFrom the Episode:Secret Club that Runs the WorldReturn Stacked Podcast episode: Saving Delta’s Pension with Portable Alpha - Jon GliddenOne River - Convexity Rebalancing Act whitepaperThe Derivative podcast episode with Homer Smith - Dunn Capital MGMT Whitepaper - High-VOL Trend FollowingAQR - Cliff Asness = Cliff’s PerspectivesDon't forget to subscribe to
