Marcia Nelson’s Post

We live in interesting times, and that was very apparent during Freedom Capital Markets Family Office Summit in NYC last week. One of our timely and insightful discussions was on “Creating Alpha in a Volatile Environment.” With markets shifting faster than ever, investors are under increasing pressure to adapt, stay disciplined, and uncover opportunities that can outperform across cycles. Our panel of seasoned hedge fund leaders shared real-world perspectives on navigating uncertainty, managing risk, and deploying strategies designed to generate alpha—even amid heightened volatility. From identifying inefficiencies to leveraging data-driven approaches, the conversation highlighted what it takes to stay ahead in today’s dynamic landscape. Thanks to our moderator, Eric Dusanksy – Managing Director & Head of Sales, Freedom Capital Markets and our speakers: • Keith Rosenbloom M. Rosenbloom – Managing Partner, Cruiser Capital Advisors, LLC • Richard Schimel Schimel – Co-Founder & Co-CIO, Cinctive Capital Management • Abie Shamah – CIO, Linmar Capital Great job and a shout out and thank you to our speakers for an engaging and practical discussion—and to all who joined us for this deep dive into performance, strategy, and opportunity in volatile markets. Special thanks to Pillsbury Winthrop Shaw Pittman LLP for hosting us in their space in midtown Manhattan, and to our sponsors for their support: Trent Carrender Corey Massella Bradley Love Steven Nelson, CAPI Brendan Ray Fenno Jason Lutes Nick Doman. Albert Aguiar, CFA Ed Maguire Karan Kumar Nathan Renov Paul Meeks, CFA, CAIA Alison Hamilton