Place: Delaware Room at Anthem Center
Mr. Worthington will cover at the meeting:
Alternative Thinking About Investments
One of the biggest challenges facing investors today is the uncertainty regarding whether a traditional portfolio of stocks, bonds
and cash can deliver the returns that investors have come to expect and need to meet their growth goals. Many people in the industry believe it is simply a matter of adding a few alternative investments to the portfolio and the shortfall risk will disappear. We believe that success in the next decade will require a much more profound change in investment strategy and that "alternative thinking", not simply alternative investments, will be necessary to meet investors' objectives.
About Mr. Worthington
Mr. Worthington is responsible for day-to-day management and oversight of Portfolio Management and Risk Management. Through his investment management experience, his strong relationships in the investment advisor community, and his understanding of alternative investment structuring, Mr. Worthington will also drive new product development and management. Additionally, Mr. Worthington serves as a member on the investment committee for several Hatteras funds. Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients.