Achieving Long-Term Wealth Appreciation                                           that the central factor in long-term    ...
About the Private Wealth Management Summit Fall 2012  The   Investment        Network        –                            ...
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Achieving Long-Term Wealth Appreciation - Interviews with: Fred Gatling, Partner, and Gary Sutcliffe, Partner, Quest Strategy - Private Wealth Management Summit


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An interview with: Fred Gatling and Gary Sutcliffe of Quest Strategy, a service provider at the upcoming marcus evans Private Wealth Management Summit Fall 2012, on their thoughts on long-term wealth appreciation.

Join the 2014 Private Wealth Management Summit along with leading regional investors in an intimate environment for a highly focused discussion on the latest investment strategies in the market.

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Achieving Long-Term Wealth Appreciation - Interviews with: Fred Gatling, Partner, and Gary Sutcliffe, Partner, Quest Strategy - Private Wealth Management Summit

  1. 1. Achieving Long-Term Wealth Appreciation that the central factor in long-term Any final thoughts? wealth preservation and appreciation is avoiding significant losses. That is Fred Gatling: Numerous family offices how wealth can pass from one we met this year are flat to down on generation to the next. In 2008, when their five-year portfolio track record. the S&P 500 was down 35-40%, the Many of them had a high correlation to Quest Strategy was only down -2%. equities, so when equities lost money, Investment portfolios that were down they lost too. After five years, they are 35-40% had to return approximately no closer to accomplishing their goal of 70% just to get back to even. Our core capital appreciation. They now realize belief is avoiding major losses, creating that to achieve that goal they need to the foundation for long-term wealth allocate differently. Allocating to the preservation and appreciation. Quest Strategy can provide a solution. Don’t all investors try to achieve this? What is flawed in their investment strategies? Fred Gatling: Conventional wisdom is that you need to be long to make money. For example, even when a market is in a correction phase conventional wisdom would allocate to Avoiding defensive stocks. We strongly believe that if the market is in a correction phase, there are points in an equity major lossesInterview with: Fred Gatling,Partner, and Gary Sutcliffe, Partner,Quest Strategy strategy where you need to be in cash. Many investors take too much risk on is theTo achieve long-term capital the downside, thinking that they always need to be invested to make money. At times one needs to be out of the market single mostappreciation, privatemanagers must avoid major wealthdrawdowns, according to Fred Gatling to be able to preserve capital. For example, in 2008, the Quest Strategy returned -2% while the S&P 500 importantand Gary Sutcliffe, Partners at QuestStrategy. Significant losses are thesingle most negative factor in achieving returned -37%. From 2008 through 2009, the Quest Strategy returned +30% while the S&P 500 returned - goal tolong-term capital appreciation, theyadd. 20%. What value does the Quest Strategy achieveA service provider attending themarcus evans Private WealthManagement Summit Fall 2012 in bring to an investment portfolio? Gary Sutcliffe: The Quest Strategy has long-termLas Vegas, Nevada, December 2-4,Quest Strategy is an actively managedquantitative equity program. Here, been constructed to avoid corrections, navigate consolidations and capture up- markets. Signals are executed as they wealthGatling and Sutcliffe discuss how theprivate wealth management industrycan achieve long-term capital are generated by the model, with no human interpretation of those signals. appreciationappreciation by capturing up-markets When markets rally, the Quest Strategyand avoiding significant losses. has an up-capture ratio of approximately 85%, deliveringHow can private wealth managers significant returns to a portfolio. Whenmaximize returns for clients? the market corrects our down capture is only 20-30%, preserving capital. ThisFred Gatling: Studies by the academic process produces substantially higherand investment community have shown returns in a portfolio.
  2. 2. About the Private Wealth Management Summit Fall 2012 The Investment Network – This unique forum will take place at the Red Rock Casino, Resort & Spa, Las Vegas, marcus evans Summits group Nevada, December 2-4, 2012. Offering much more than any conference, exhibition delivers peer-to-peer information or trade show, this exclusive meeting will bring together esteemed industry thought on strategic matters, professional leaders and solution providers to a highly focused and interactive networking event. trends and breakthrough The Summit includes presentations on the global economic outlook, family innovations. governance structures, sustainable wealth management and succession planning. Contact Please note that the Summit is a Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits closed business event and the Division number of participants strictly Tel: + 357 22 849 313 limited. Email: For more information please send an email to All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout Wellspring Investment Management, LLC / Quest StrategyWellspring Investment Management was founded on the core belief; there is a better way to achieve long-term capitalappreciation. This belief was formed over a period of years as the Partners reviewed investment returns and observed that avoidingsignificant losses was the single most import factor for creating long-term capital appreciation. This belief lead to the launch of theQuest Strategy.The Quest Strategy has truly different DNA delivering significant value. Key attributes central to our value proposition are:Performance, Control, Liquidity, Powerful and Transparent Investment Process and Cost Effectiveness.The Partners also recognized that operational infrastructure was of utmost importance to investors and critical to the success of thefirm. Wellspring utilizes leading edge service providers creating a robust, reliable and efficient infrastructure for their investors.www.QuestStrategy.comAbout marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsEuropean Pensions & Investments Summit - www.epi-summit.comLatin Investors Summit - www.latininvestorssummit.comTo view the web version of this interview, please click here: