Webinar Archive

Your Client Needs A “Mad Money” Account

This presentation is part 22 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

The Problem With Bonds

This presentation is part 21 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

The Problem With Past Performance

This presentation is part 20 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

Is Real Estate A Long Bond In Disguise?

This presentation is part 19 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob looks at the role bonds play in a portfolio, and compares bonds and real estate in today’s low interest rate environment.

The Time For Small Cap

This presentation is part 18 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob pushes back against the conventional wisdom of a fixed small cap allocation. He draws this conclusion based on the episodic nature of small cap returns as well as the lack of diversification benefits inherent to the asset class. Instead, he makes the case that now could be a good time to add small cap exposure given favorable valuations, favorable dividend yields, and the over-reliance of large cap stocks on the technology sector.

Absolute Return and Uncorrelated Strategies

This presentation is part 17 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explores the concept of absolute return strategies and makes the case that true absolute return strategies are not available to retail investors. Instead, he makes the suggestion that tactical asset allocation strategies may be an attractive uncorrelated solution that makes sense to some investors.

Time Segmentation Investing

This presentation is part 16 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the concept of segmenting investment goals into different time periods, and how such a strategy could make sense for investors. In doing so, he also explains the benefits to giving each investment horizon sufficient time to play out.

Rearview Investing and Emotional Bias

This presentation is part 15 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob shows how people’s natural reactions to investment cycles is the exact opposite of what it should be. In addition, he talks about the current trend of technological outperformance within the context of past periods of individual sector dominance.

Can TAA Replace The Traditional 60/40 Portfolio?

This presentation is part 14 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob evaluates the history of the 60/40 portfolio and looks at its future through the lens of today’s low interest rate environment. He makes the argument that with prolonged periods of low interest rates, bonds cannot play their necessary role in a portfolio– namely protection and outperformance during periods of equity drawdowns. In conclusion, he examines possible alternatives that may better play the role that bonds conventionally did.

Why Does Tactical Allocation Work?

This presentation is part 13 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob reiterates the fact that TAA managers do not predict the future. Instead, they use the reality of trending markets to make investment decisions. To support this assertion, Rob shows previous bear/bull cycles and how different asset classes fell out of or into favor in each cycle.

Is TAA a Black Box?

This presentation is part 12 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob discredits the view that Tactical strategies should be seen as market timing mechanisms. He goes on to explain the history of momentum trading and how Julex strategies aim to capture market trends.

Tactical Allocation In The Next Several Years

This presentation is part 11 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob points out the current market defining events, connects these events to previous points in history, and explains why these events create the potential for change among favorable asset classes. Changing favorability among asset classes, along with bull market peaks, are both positive signals for tactical strategies.

Solutions to Whipsaw in Tactical Allocation Portfolios

This presentation is part 10 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the whipsaw effect in tactical allocation strategies and shows how the Julex multi-model approach works to combat this shortcoming of tactical strategies.

Good and Bad Designs for Tactical Portfolios

This presentation is part 9 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains that tactical strategies should aim to maximize the probability of achieving a given return within a given time frame. He also explains his opinion that quantitative tactical strategies are superior to other selection criteria.

Why Are Advisors Skeptical Of Tactical Asset Allocation?

This presentation is part 8 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the short-comings of TAA, and explores a better way to evaluate the fit of tactical strategies within a portfolio.

Bonds – An “Investment” or “Speculation”

This presentation is part 7 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob made a strong argument that bonds have become more like “speculation” instead of “investments” in the current ultra-low interest rate environment. He suggested some potential alternatives.

A Better Approach To High Yield Stocks

This presentation is part 6 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses historically strong performing strategies to get value from high yield stocks.

The Case For High Yield Stocks

This presentation is part 5 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the current environment for value stocks, and how dividend stocks may fit into a portfolio.

A Superior Approach To Small Cap

This presentation is part 4 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the benefits of small cap exposure, and talks about ways to minimize the downfalls associated with the asset class.

The Case For Small Cap

This presentation is part 3 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to small cap strategies, and answers participant questions regarding current events and the economy.

A Superior Approach To Tactical Asset Allocation

This presentation is part 2 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses better approaches to tactical asset allocation, and answers participant questions regarding current events and the economy.

The Case For Tactical Asset Allocation

This presentation is part 1 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to tactical allocation strategies, and answers participant questions regarding current events and the economy.

Time to Invest in Small Cap – Julex TrueAlpha Small Cap Strategy

In this webinar, we discussed our quantitative value-oriented approach, which aims to outperform with a concentrated portfolio of undervalued quality stocks.

Introduction to Julex Quantitative Equity Strategies

In this webinar, we discussed why it is a good time to invest in small cap stocks and explained the quantitative investment process of our outperforming small cap strategy.