Diversify Your Portfolio with Managed Futures, with Charlotte Lei

In these crazy markets, we know we should be diversified into non-correlated sectors and asset classes to preserve and build wealth. But.... what? when? where? how? NYCPI member Charlotte Lei makes the case for Managed Futures to hedge against market volatility and enhance our total returns. In this lively session, you will learn how to:

  • diversity your portfioio with managed futures
  • calculate the appropriate allocation for your portfolio
  • evaluate Commodity Trading Advisors (CTAs) to select the best vendor for your needs
  • investigate and select the best available trading strategies

ABOUT CHARLOTTE: Charlotte Lei is an investment advisor and investor relations manager. She specializes in alternative investment strategies at  IBTRADE, a licensed Managed Futures, Commodity Broker & Member of the National Futures Association (ID[masked]) headquartered in New York.

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  • A former member
    A former member


    September 15, 2012

  • Hollis

    Charlotte delivered specific, relevant. actionable information about an asset class that belongs in almost every portfolio - Managed Futures. Other members made useful contributions, too. Do you know what VAMI and CPO stand for? We'll definitely be hearing more about this topic in the future. Kudos to Charlotte!

    September 11, 2012

  • Maria F.

    I have a last minute emergency, so I cannot attend, but look forward to next months meeting.

    September 11, 2012

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