We recently hosted a webinar to discuss some market trends over the past year and how these have manifested themselves in a few of our models. We specifically focused on our Newfound Risk Managed U.S. Sectors, Risk Managed Global Sectors, and Multi-Asset Income portfolios.  You can view the complete webinar here.

We hope to make these webinars a regular part of our advisor education initiative. We strive to provide intuitive strategies and believe that transparency is a key part in evaluating our outcome-oriented investment solutions.

If you would like more information or have a request for a future webinar topic, please email us or comment below.

Nathan is a Portfolio Manager at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds. At Newfound, Nathan is responsible for investment research, strategy development, and supporting the portfolio management team. Prior to joining Newfound, he was a chemical engineer at URS, a global engineering firm in the oil, natural gas, and biofuels industry where he was responsible for process simulation development, project economic analysis, and the creation of in-house software. Nathan holds a Master of Science in Computational Finance from Carnegie Mellon University and graduated summa cum laude from Case Western Reserve University with a Bachelor of Science in Chemical Engineering and a minor in Mathematics.