Four days on the beach, 5,000+ financial leaders, and countless conversations that reshaped how we think about advice, growth, and technology, Future Proof Festival 2025 in Huntington Beach delivered on every front—even for us futures folks at what was decidedly a stock/bond/ETF fest. The energy this year was undeniable. RIAs, enterprise firms, fintech innovators, capital […]
Category: Education
29
Jul
2025
Beyond 60/40: The New Playbook for Portfolio Survival
Lunch & Learn Recap: Four Investment Innovators Share Their Market-Beating Strategies at CME Group A packed room of RIAs and institutional investors filled CME Group’s headquarters on Tuesday, July 22nd for what turned out to be one of our most engaging lunch and learns of the year. With seersucker jackets presenting and RCM’s Jeff Malec […]
02
Jul
2025
Launching a Fund Doesn’t Have to Be Complicated: 108 Tools to Help
With over 10,000 hedge funds out there, you might wonder—why would anyone want to launch another? Because you see something others don’t. Because you have an edge. Because you believe you can do it better. But here’s the thing: having a great trading strategy is just the start. When we were working with a group […]
27
Mar
2025
Investment Diversification: The Ultimate Protection Strategy for Your Portfolio
Trading futures, forex, and other commodity interests involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Diversification stands as one of investing’s most powerful concepts—yet many investors still misunderstand its true value. Beyond simply “not putting all your eggs in one basket,” proper […]
06
Oct
2022
Hats off to Ray Dalio… but here’s a few funds outperforming Pure Alpha
Ray Dalio dominated the hedge fund headlines recently saying he, the founder of the world’s largest hedge fund, is stepping back from leadership in favor of three CIOs. Dalio is rightly famous for his success by multiple measurements. We’ve paid attention to his All Weather portfolio and written about their funds in the past here and here, mainly […]
22
Sep
2022
The Game of Trading with SIG Alums Kris A, Tina L, & Steiner
We have a little saying over here on The Derivative, The More, The Merrier, and on this week’s episode of The Derivative, we’re not chatting with one guest, but THREE! Class may no longer be in session, but we are taking a trip down the SIG/Susquehanna memory lane and having our own class reunion with Kris Abdelmessih, Michael […]
06
Apr
2022
MF Mutual Fund Performance – March
Beware the ides of March. This past month showed madness in more than one way. Markets began to internalize the ramifications of the ongoing tragedy in Ukraine amidst the backdrop of inflation in the west. Despite much uncertainty, market volatility generally declined for the later 2/3rd of the month. Equity prices rallied hard. Commodities, which […]
30
Mar
2022
Get the Ammo Ready: Defining the Spaghetti Cannon Theory
If you ever have been involved in developing products, you’ve probably heard the saying, “let’s throw these ideas against the wall and see what sticks.” Back in the day, throwing spaghetti against the wall was an old method to test to see if it was ready to be taken out of the boiling water; if […]
15
Feb
2022
Mutual Fund Performance: January
The start of the New Year provided a rude awakening to the few remaining people lulled to sleep by the die-hard equities bull market. While the world faced the worst COVID case spike of the pandemic, it also had to come to terms with a more hawkish posture from the Fed. Markets trended hard for […]
07
Feb
2022
Asset Class Scoreboard: January
Well… looks like 2022 isn’t going to be the up, up, and away risk on love fest 2021 was. The first month of the year reminded everyone quite quickly that there is real risk in this market. US stocks, world stocks, hedge funds, and real estate all took a turn lower, with the S&P down […]
