Join us for a Partner CE event, courtesy of ALPS, featuring complimentary tickets to "Real Assets – Rates, Curves, Valuations: Commodities and Real Estate." Gain insights from industry experts Kevin Baum, Chief Investment Officer at USCF Investments, and Nick Tannura, Chief Investment Officer at GSI Capital Advisors.

Attendees earn 1 CFP^®  CE credit for this session. 

Learning Objectives:

• Grasp the fundamentals of real assets and discover how to enhance client value through strategic portfolio construction and asset allocation.

• Explore the current market environment and dynamics shaping real assets today.

Don’t miss this opportunity to deepen your expertise and add value to your clients' portfolios!  Invite someone to attend at no charge!

Kevin Baum, USCF’s Chief Investment Officer brings over 20 years of experience as a Senior Commodities Portfolio Manager. Kevin is responsible for expanding USCF’s product line and overseeing the company’s investment policies and portfolio management team.  Before joining USCF, he was Senior Portfolio Manager of Alternatives and Commodities for Invesco PowerShares.  He was part of the OppenheimerFunds team responsible for launching the first commodities mutual fund and incorporated the first off-shore Cayman subsidiary for a commodities fund. Kevin also served as a Senior Portfolio Manager, and Head of Commodities and earned the Barron’s/Value Line “Top 100 Managers” designation three times. Kevin is registered with FINRA for Series 7, 63, and with the NFA for Series 3,30 and has completed his Swaps Proficiency Requirements. He is a CFA Charter Holder and CAIA Charter Holder. 

Nick Tannura, Chief Investment Officer, GSI Capital Advisors

Nick is the Chief Investment Officer and lead Portfolio Manager of GSI Capital Advisors, an independently owned investment management firm specializing in publicly traded real estate securities, where he is responsible for leading the research and investment efforts of the firm. Most recently, Nick was the Founder and Portfolio Manager of Silverpath Capital Management, a long/short equity hedge fund focused on real asset securities. His experience also includes the ownership, growth, and management of a $7 billion investment management business acquired by Brookfield in 2007. Nick was responsible for the equities investment business of Brookfield Investment Management until his departure at the end of 2011. He has more than 30 years of experience as an investment manager with significant public and private market real estate experience.