Webinar l Morgan Stanley Presents: Investments Strategies Series - CION Ares Diversified Credit Fund, Looking Beyond Traditional Bonds for Income

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The series will introduce certain hedge fund strategies and how they can potentially enhance your portfolios with the help of a professional.

 

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 CION Ares Diversified Credit Fund and how you can adapt your income strategy for today's environment.

Kyle Freda, VP External Wholesaler CION Investments South Atlantic at CION Securities, LLC, will discuss 

  • The importance of Portfolio Diversification and Enhanced Income of Alternative Fixed Income solutions, including asset classes such as Institutionally Managed Private Credit
  • The partnership with Ares Management. The Fund offers direct access to Ares Management’s $149+ billion platform, $110.5 billion of which is Credit.

The Strategy behind the CION Ares Diversified Credit Fund which is a debt solution designed with the objective to provide superior risk adjusted returns by tapping into both the liquid public credit market and the hard-to-reach parts of the private credit market. The portfolio is managed by Ares Management and permits access to their global credit platform consisting of directly originated loans, secured floating and fixed rate syndicated loans, corporate bonds, asset-backed securities, commercial real estate loans, and other types of credit instruments.

 

Meet our Speakers:

Alexander Zimmerman, Financial Advisor at Morgan Stanley
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.

 

Kyle Freda, VP External Wholesaler CION Investments South Atlantic

  • Graduate of Muhlenberg College (Finance)
  • Current MBA Finance Student at Lehigh University
  • Spent 2004-2015 as Financial Advisor (Morgan Stanley/ Merrill Lynch) 
  • 2015-2019 Internal Wholesaler PGIM (Prudential)
  • More info on www.linkedin.com/in/kylefreda

 

 

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