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Quarterly Market Recap
In this webinar we’ll discuss the state of our economy, inflation, interest rate hikes, and the shifts we have made in our portfolios. We’ll talk about how we are hedging some of our fixed income portfolios and why we think alternative style investments are great additions to a portfolio when markets are volatile. Managing Director from Millburn Ridgefield Corporation, Mike Sherbert, will be joining Prosperitas on the call to talk about the Catalyst/Millburn Hedge Strategy fund and what changes they have made to prepare for the future.

Aug 16, 2022 05:00 PM in Pacific Time (US and Canada)

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Speakers

Michael Sherbert, CIMA
Managing Director @Millburn Ridgefield Corporation
Mr. Sherbert is a Managing Director and associated person of Millburn Ridgefield Corporation. Mr. Sherbert’s primary responsibilities for Millburn center on marketing and investor education, including acting as a liaison between Millburn and investment professionals considering an investment with Millburn. In this capacity, Mr. Sherbert specializes in the role of managed futures and how Millburn’s strategies can fit within investment portfolios. Prior to joining Millburn in August 2003, Mr. Sherbert was a Vice President at AIG, Sun America Securities from April 2001 to July 2003. Prior to his employment with AIG, Mr. Sherbert was an Internal Wholesaler for Pacific Life Insurance Company from August 2000 to March 2001, and worked at Emerald Publications, a financial services marketing firm, from September 1998 to February 2001. Mr. Sherbert graduated from the University of Phoenix with a BS in Business Management. He received an M.B.A. from Emory University.
Peter Shuper
Options Specialist @Prosperitas Financial
Peter has more than 22 years of experience in the financial services business. He started his Wall Street career at AXA-Advisors in 1999, where he led his Woodland Hills branch as Vice President in Pension Maximization for college and K-12 educators. From there he joined Crowell, Weedon & Co., one of the leading independent money management firms on the West Coast at the time. Employing a conservative, long-term approach to investing and continuing to hone his skills in financial planning, customized retirement strategies, investment advice, securities services to stocks, bond and mutual funds. From there, he spent over 12 years at Oppenheimer & Co., where he continued to practice and master his skills in the brokerage arena and income enhancement strategies.
Christopher Ingram
CEO @Prosperitas Financial
Christopher Ingram has spent over 22 years as an Investment Advisor Representative / Fiduciary and has built his entire career on the uncompromising commitment to provide financial advice and services where the primary focus is helping clients achieve their goals and financial success. Mr. Ingram spent the first 5 years of his career with PaineWebber, now UBS, and Morgan Stanley. In March of 2003, before it was popular to do so, Mr. Ingram left Morgan Stanley to start his own firm and become an independent financial advisor. With this, Ingram Financial Solutions was born, and Mr. Ingram spent the next 17 years servicing the needs of his clients. It was during this time that Mr. Ingram witnessed the evolution of the financial services industry and the needs of the clients the industry serves. As the brainchild of Prosperitas Financial, it was Mr. Ingram’s vision of the future of financial services which brought together the four founding members.