IN 30 MINUTES - Diversification Without Compromise: The Dynamic Alpha Macro Fund (Exclusive Webinar)
Sponsored By Dynamic Wealth Group
Hosted by Michael Gayed featuring Bradley Barrie, Portfolio Manager at Dynamic Wealth Group
TODAY | 2:00 PM - 3:00 PM EST | 1 CFP® CE Credit
Is your portfolio truly diversified, or merely allocated across correlated assets? In today’s market environment, traditional diversification strategies are being tested like never before. When everything rises and falls in unison, can you really protect your clients’ wealth?
Join industry expert Michael Gayed as he hosts Bradley Barrie, Portfolio Manager at Dynamic Wealth Group, for an eye-opening session that challenges conventional wisdom about portfolio construction. This educational webinar will explore how the Dynamic Alpha Macro Fund (DYMIX) offers a genuine alternative to traditional diversification approaches.
Key Topics Include:
• Why traditional asset allocation often fails when protection is needed most
• The critical difference between basic asset diversification and true diversification
• How fundamental global macro strategies can provide non-correlation with causation
• Performance analysis: How DYMIX has delivered equity-like returns with lower volatility
• Practical implementation strategies for both advisors new to alternatives and those looking to enhance existing alternative allocations
This session is designed for financial advisors seeking fresh perspectives on portfolio construction in today’s challenging market environment. Whether you currently use alternative investments or are considering them for the first time, you’ll gain actionable insights to enhance your clients’ portfolios.
Bradley Barrie brings extensive experience in global macro investing and will share practical examples of how this approach can complement traditional portfolios. The presentation will include time for Q&A to address your specific questions.
Register today to secure your spot and earn 1 hour of CFP® Board-approved CE credit.