Western Region Webinar: Bank Failures, Bond Volatility, and Managed Futures - A Trend Following Work

When:  Apr 19, 2023 from 01:00 PM to 02:00 PM (PT)
Associated with  CFA Society Portland

In volatile markets, being flexible is key. Low correlation to equities and positive skew in risk-off markets is equally as important. This is why we believe a managed futures strategy like the KFA Mount Lucas Managed Futures Index Strategy ETF (Ticker: KMLM) can be one of the most important tools in an investor's toolkit. Few managers have the breadth and depth of experience as our partners at Mount Lucas, who launched the industry’s first alternative beta index, the MLM Index back in 1988. 

Join Mount Lucas' Ray Ix and Gerald Prior and and KraneShares' Bill Fagan for a trend-following workshop where they will discuss year-to-date managed futures return drivers, how they approach trend-following, and what sets KMLM apart from its peers.


Bill FaganHead of West Coast, Krane Funds Advisors, LLC

Bill Fagan joined KraneShares in 2017 and lead’s the firm’s efforts on the Western U.S. & Canada with Private Wealth & Institutional investment communities in the region. He has spent his career helping professional investors build portfolios to solve the needs of their clients. His expertise spans investment strategy, portfolio construction, exchange traded products, trade execution/guidance, and retirement solutions. Prior to joining KraneShares, Mr. Fagan worked at BlackRock with a focus on both traditional and alternative investment strategies. He received his Bachelors in Science from Duquesne University, with a focus on Finance & Investment Management.

Gerald Prior, III, COO, Senior Portfolio Manager, & Managing Partner, Mount Lucas Management LP


Jerry began his tenure at Mount Lucas in 1997 as a trading assistant and went on to lead the initiative to enhance the technology and systems integration on the firm’s trading desk. In addition to having served as the portfolio manager for the MLM Index™ and MLM Symmetry™ Funds, and for custom quantitative managed accounts, Jerry today serves as the firm’s Chief Operating Officer. He has a particular expertise in the development, implementation, and oversight of the firm's proprietary models, and their execution through the trading operation. Jerry graduated cum laude from Villanova University with a B.S. in Mathematics.

Raymond Ix, Jr., Chief Client Officer & Managing Partner, Mount Lucas Management LP


Ray joined Mount Lucas in 1989. He is a principal of the firm as well as a member of the investment committee and shares the responsibility of determining the firm’s investment strategy. He also plans and directs the firm’s marketing and client service efforts. Prior to Mount Lucas, he was employed by Little Brook Corporation, where he implemented technical trading systems operated by the firm. Before joining Little Brook, Ray was the Fixed Income Administrative Manager at Delaware Management Company. He received a B.S. in Accounting from Saint Joseph’s University. Ray currently serves as Chief Client Officer and head of institutional relationships.


Free | Members & Nonmembers