Special Webinar Program

TOPIC: The Case For Low Correlation Strategies
SPEAKER: Kris Jaenicke

This is a special webinar program scheduled to make up for the last minute cancellation at the January Quarterly Meeting. 

About the webinar: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short if stocks and bonds move in lockstep, negating any diversification benefit. This presentation will explain how successful portfolio construction has evolved and the importance of correlation in creating an all-weather portfolio. We’ll discuss what you should expect from bonds going forward and how to build a sleeve of low correlation strategies that provides true diversification. In addition, we’ll examine the amount of time it takes, and the return required, to recover from market drawdowns, explore sequence of returns risk and introduce how institutions safeguard their portfolios from risk.

About the speaker: Kris Jaenicke leads LoCorr Funds’ distribution in the firm’s eastern division and directs the team’s delivery of the LoCorr product suite in that region. Kris is instrumental to the firm’s positioning in the industry, and his expertise guides the company’s development of educational materials for advisors and investors. Prior to this role, Kris was regional vice president, responsible for distribution through financial advisors in the Ohio, Michigan, Kentucky and western Pennsylvania territories. Focused exclusively on the distribution of alternative investments for over two decades, Kris offers advisors expertise in the sector, as well as more than 32 years of experience in a sales capacity within financial services. He was previously a senior regional vice president for Dividend Capital, Scudder Investments and MFS Funds. Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award recognizing field sales professionals who have demonstrated a commitment of excellence in their careers. Kris holds a BA in Finance from the University of Iowa. He serves on the board of Hudson Community Chapel and is active in mission work. He is a Chartered Life Underwriter and a Chartered Mutual Fund Counselor. He holds the FINRA Series 7, 24 and 63 licenses.

Continuing Education: FPA NEO will request credit for this programs, which will total one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 02/16/26. This virtual program cost is free for FPA members and $30 for non-members. You will receive Zoom webinar credentials by noon the day before the program.