Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the past decade, Andrew’s singular focus has been to identify strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity, and less downside risk. Andrew has been in and around the financial services and hedge fund industry in particular for more than 25 years. In today’s episode, we will discuss Andrew’s journey to starting dynamic beta, democratizing access to hedge fund strategies at a reasonable costs, the benefits of replication and managed futures for portfolios, and building investment solutions to solve for client needs. My name is Frank Garcia and I currently serve as the president of CFA Society Orlando and will be your host today. Please enjoy the episode.   https://www.dynamicbeta.com/ Follow Andrew on Twitter: @Andrewdbeer1 FranklyFinances.com Follow Frank on Twitter: @franklyfinances

Om Podcasten

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.