For more information contact: emailus@marcusevans.com 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. For more information contact: emailus@marcusevans.com

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 losses
Interview 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 the
To 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 most
appreciation, private
managers must avoid major
wealth
drawdowns, according to Fred Gatling
to be able to preserve capital. For
example, in 2008, the Quest Strategy
returned -2% while the S&P 500
important
and Gary Sutcliffe, Partners at Quest
Strategy. Significant losses are the
single most negative factor in achieving
returned -37%. From 2008 through
2009, the Quest Strategy returned
+30% while the S&P 500 returned -
goal to
long-term capital appreciation, they
add.
20%.
What value does the Quest Strategy
achieve
A service provider attending the
marcus evans Private Wealth
Management Summit Fall 2012 in
bring to an investment portfolio?
Gary Sutcliffe: The Quest Strategy has
long-term
Las Vegas, Nevada, December 2-4,
Quest Strategy is an actively managed
quantitative equity program. Here,
been constructed to avoid corrections,
navigate consolidations and capture up-
markets. Signals are executed as they
wealth
Gatling and Sutcliffe discuss how the
private wealth management industry
can achieve long-term capital
are generated by the model, with no
human interpretation of those signals. appreciation
appreciation by capturing up-markets When markets rally, the Quest Strategy
and avoiding significant losses. has an up-capture ratio of
approximately 85%, delivering
How can private wealth managers significant returns to a portfolio. When
maximize returns for clients? the market corrects our down capture is
only 20-30%, preserving capital. This
Fred Gatling: Studies by the academic process produces substantially higher
and investment community have shown returns in a portfolio.

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.
www.privatewealthsummit.com
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: press@marcusevanscy.com
For more information please send an email to info@marcusevanscy.com
All rights reserved. The above content may be republished or reproduced. Kindly
inform us by sending an email to press@marcusevanscy.com
About Wellspring Investment Management, LLC / Quest Strategy
Wellspring Investment Management was founded on the core belief; there is a better way to achieve long-term capital
appreciation. This belief was formed over a period of years as the Partners reviewed investment returns and observed that avoiding
significant losses was the single most import factor for creating long-term capital appreciation. This belief lead to the launch of the
Quest 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 the
firm. Wellspring utilizes leading edge service providers creating a robust, reliable and efficient infrastructure for their investors.
www.QuestStrategy.com
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss
strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to
individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings.
For more information, please visit: www.marcusevans.com
Upcoming Events
European Pensions & Investments Summit - www.epi-summit.com
Latin Investors Summit - www.latininvestorssummit.com
To view the web version of this interview, please click here: www.privatewealthsummit.com/FredGatlingGarySutcliffe