IMDDA Investment Strategy Webinar – First in the Series

The IMDDA is pleased to announce the first of 12 one hour sessions on investment strategies. Over the course of 2024, the IMDDA will invite investment managers to participate in one hour webinars to explain how they create, implement and manage their strategies. This is not about pitching investment ideas or funds – this about understanding how money is managed.

Our first in the series is with James Dailey, Chief Executive Officer of Dunn Capital Management, a managed futures manager that was founded in 1974. Dailey will discuss how Dunn manages its systematic medium to long term trend following program.

Register today to get in on this discussion.

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Bio

James R. Dailey is Chief Executive Officer of DUNN. Mr. Dailey has responsibilities in the areas of strategic planning, business development and financial reporting. Mr. Dailey earned a Bachelor of Science in Business Administration degree from The Pennsylvania State University in 1994. He became a Certified Public Accountant in 1995. From 1995 to 1998, Mr. Dailey was employed at the public accounting firm Holmes Lowry Horn & Johnson Ltd. Mr. Dailey left Holmes Lowry Horn & Johnson in 1998 to attend graduate school. In 2000, he graduated from The University of Maryland with a Master of Business Administration degree. Upon graduation, Mr. Dailey joined Marriott International, Inc. where he worked as Manager of Corporate Financial Planning and Analysis until leaving in 2003 to join DUNN. Mr. Dailey joined DUNN in March 2003 as a Financial Analyst and was promoted to Vice President of Finance in February 2007, CFO in December 2008 and CEO in March 2016.

Company Profile

Dunn Capital Management (“DUNN”) was founded in 1974 by William A. Dunn, PhD, a pioneer in managed futures and in the application of computer technology to portfolio management. The firm is now owned and led by President Martin H. Bergin, a longtime friend and protégé of Dr. Dunn and an executive at the company since 1997. DUNN is one of the oldest managed futures firms in the industry, and its trading programs are quantitative, statistical and 100% systematic.

Strategy Profile

Dunn World Monetary and Agriculture (“WMA”) is a fully diversified 100% systematic medium to long-term trend following program, encompassing a portfolio of financial, energy, metal and agricultural futures markets. The WMA Program is a compounded growth strategy. The investment objective is to extract profits from up and down trends, resulting in a return stream that exhibits very low correlation with traditional asset classes.

Webinar on Managed Futures, Covering The Following Topics:

• What is Managed Futures? What are the features and characteristics?
• Trend following… what does it mean?
• Benefits of investing in Trend Following (besides absolute return)?
• What is the impact of Trend Following on a traditional portfolio?
• Does it work in Theory? In Reality?
• Final thoughts.
• Q&A