FACC-ATL: Morgan Stanley Presents: Investments Strategies Series l Alkeon
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FACC-ATL: Morgan Stanley Presents: Investments Strategies Series l Alkeon
May 12, 2020 @ 2:00 pm - 2:30 pm EDT
The series will introduce certain hedge fund strategies and how they can potentially enhance your portfolios with the help of a professional.
Covid-19 is a perfect setting to rethink how we invest.
This Financial Educational Series presented by Morgan Stanley will introduce certain hedge fund strategies and how they can potentially enhance your portfolios with the help of a professional.
Alexander Zimmerman, Financial Advisor at Morgan Stanley, will showcase some of the sophisticated strategies available to accredited investors and that have performed better than their respective benchmarks.
This week’s edition will present Alkeon and their Long/Short Equity Fund Strategy which has performed exceptionally well this year amidst COVID-19.
Andrew Lewaine, VP at Alkeon, will discuss Alkeon’s ability to navigate difficult markets, the current equity environment and outlook, and finally their longer-term views on tech.
This presentation will be followed by a Q&A session.
Please email us your questions in advance at
[email protected].
Meet our speakers:
Alexander Zimmerman
Drawing on over 12 years of industry experience, Alexander creates tailored wealth management solutions for high net worth clients across the globe. Sensitive to cultural nuances, he brings a depth of knowledge and perspective to the modern complexities of cross-border wealth management, working predominantly with clients across the United States, Europe and West Africa. Alexander began his career as an Energy Derivative Broker in London and New York. As the regulatory environment changed, he pursued building a boutique alternative investment brokerage centered on managed futures and commodity futures trading, before transitioning into advising individuals, startups and family-owned businesses at Morgan Stanley. Click here for the full bio.
Andrew Lewaine
Andrew Lewaine joined Alkeon in Spring 2018 and focuses primarily on business development within Alkeon’s platform distribution relationships. Prior to Alkeon, Mr. Lewaine was a Sales Consultant with MainStay Investments working with financial advisors and their clients covering parts of the Northeast & South Central markets. Previously, Mr. Lewaine worked at Fidelity Investments within their Wealth Management division. Mr. Lewaine received a Bachelor of Science in Finance from Rutgers Business School, graduating Magna Cum Laude.