LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson), a leading provider of retirement and asset management solutions with $130 billion in assets, serves as the premier sponsor for the InvestmentNews Alternatives Investments Conference, an educational forum on alternative investing for financial advisors. The conference, held at the Fairmont Chicago Millennium Park today and Tuesday, will address key strategies for incorporating alternative investments into portfolios, as well as best practices for communicating alternative investing opportunities to clients.
“We believe education is a top priority, and are diligently working to help advisors have the skills and training needed to incorporate alts successfully into client portfolios,” said Clifford Jack, executive vice president and head of retail for Jackson. “The InvestmentNews Alternatives Conference brings together financial advisors from across the industry to share information and resources on alternative investing strategies, and to assist them in this constantly changing economic environment.”
Steven Young, chief investment officer and senior vice president of Asset Management for Curian Capital, Jackson’s subsidiary, will be a featured panelist in the “Constructing Income and Growth Portfolios Using Alternatives” session. The session will address how alternatives can be incorporated in financial advisors’ portfolio construction plans.
“Although financial advisors continue to seek ways to incorporate alternatives within client portfolios, many are unclear on how to effectively utilize these asset classes and confidently explain alternatives to their clients,” said Young. “We aim to help advisors find ways to introduce alts into their clients’ investment plans, to help reduce volatility and risk in today’s marketplace.”
The conference will feature educational seminars and panel discussions on alternative investing, including:
- Demystifying Alternatives
- Alternatives for Advisers: A Practical Approach for True Diversification in Today's Markets
- The Portfolio Implications of a New Global World Order: What this Means for Your Clients
- Liquid Alternative Equity Strategies: How Mutual Funds Can Deliver Like Hedge Funds
- Liquid Alternative Strategies for Fixed-Income Investors
- Hedge Fund Performance - Real or Mirage
- Everything You Wanted to Know About Managed Futures
- The Changing Landscape for Non-Traded REITs
- Direct Alternative Investments: Assessing the Costs and Benefits
- Constructing Income and Growth Portfolios Using Alternatives
- Communicating the Alternatives' Value Proposition to Clients
Jackson is dedicated to providing opportunities that support training and education for advisors, including hosting regional seminars and training programs, providing one-on-one support from one of the largest wholesaling forces in the annuity industry and enhancing online tools and resources.
About Jackson National Life Insurance Company
With $130 billion in assets (IFRS)*, Jackson National Life Insurance Company (Jackson) is a leading provider of retirement solutions. The company sells variable, fixed and fixed index annuities, and institutional products, some of which are distributed through Jackson National Life Distributors LLC. Through its affiliates and subsidiaries, Jackson also provides asset management and retail brokerage services. Jackson markets its products in 49 states and the District of Columbia through independent and regional broker-dealers, wirehouses, financial institutions and independent insurance agents. Jackson’s subsidiary, Jackson National Life Insurance Company of New York®, similarly markets products in the state of New York. For more information, visit www.jackson.com.
*Jackson has $130 billion in total IFRS assets and $119 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits (as of 6/30/12)
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact the Company for more information. Jackson is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York.
Portfolios that have a greater percentage of alternatives may have greater risks, especially those including arbitrage, currency, leveraging, and commodities. This additional risk can offset the benefit of diversification. Although asset allocation among different asset categories generally limits risk and exposure to any one category, the risk remains that management may favor an asset category that performs poorly relative to the other asset categories. The subaccounts expect to invest in positions that emphasize alternatives or non-traditional asset classes or investment strategies, and as a result, are subject to the risk factors of those asset classes. Some of those risks include general economic risk, geo-political risk, commodity-price volatility, counterparty and settlement risk, currency risk, derivatives risk, emerging markets risk, foreign securities risk, high-yield bond exposure, noninvestment grade bond exposure, index investing risk, industry concentration risk, leveraging risk, market risk, prepayment risk, liquidity risk, real estate investment risk, sector risk, short sales risk, temporary defensive positions, and large cash positions.
Jackson National Life Insurance Company is an indirect subsidiary of Prudential plc, a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the world's leading financial services groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 160 years and had $570 billion in assets under management as of June 30, 2012. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
The following cautionary statement is included to make applicable and take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 for any forward-looking statements made by, or on behalf of, the Company. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements which are other than statements of historical facts. However, as with any projection or forecast, forward-looking statements are inherently susceptible to a number of risks and uncertainties and actual results and events could differ materially from those currently being anticipated as reflected in such forward-looking statements. There can be no assurance that management’s expectations, beliefs or projections will result or be achieved or accomplished.