Ancorato Due Diligence Conference
Ancorato’s Due Diligence Event: Empowering Advisors with Investment Insights
January 9, 2025 - Ancorato hosted its first Due Diligence Event in beautiful downtown Boise, Idaho at the Grove Hotel. Ancorato hosted over 40 attendees who took a deepper look into structured investments, managed strategies, and alternative investment due diligence, reaffirming Ancorato’s mission of Simplifying Structured Investments.
A Day of Learning and Collaboration
The event was designed to provide valuable insights into Ancorato’s core offerings, which include:
Objective-Oriented SMAs utilizing Structured Notes:
Led by Caleb Howard, Antonio Smith, and Cheri Spain, this session explored how structured notes can address diverse client objectives, from income generation to growth. The presentations highlighted Ancorato’s back testing processes and strategies aimed at mitigating risks, providing attendees with actionable insights for their practice.
Managed Strategies:
A panel discussion with Pete Covino, Andy Rad, Antonio Smith, and Caleb Howard emphasized the power of Ancorato’s managed strategies to streamline investment processes. Advisors learned how Ancorato actively manages portfolios to optimize performance and reduce risk, leveraging tools and insights to enhance results.
Alternative Due Diligence Team:
The final presentation, led by Andy Rad, Dustin Lloyd, and Michael Pond, emphasized the importance of thorough due diligence in private placements and alternative investments. Ancorato’s decade of experience in this space was on display, giving advisors insights how to navigate complex opportunities with more confidence.
Ancorato’s Strategy Link
Ancorato’s Strategy Link platform took center stage in this session, led by President Pisoot Senethavilay. Strategy Link empowers advisors by integrating Ancorato’s structured note strategies seamlessly across major custodial platforms like Schwab and Fidelity. Attendees saw firsthand how Strategy Link eliminates administrative barriers, increases scalability, efficiency and enables advisors to focus on what matters most...: their clients.
Through presentations and discussions, Ancorato showcased how strategies can empower advisors to deliver meaningful results for their clients. The feedback from attendees was positive, with many expressing enthusiasm about incorporating these strategies into their own practices.
Honoring Dedication and Service
A highlight of the event was the opportunity to honor two remarkable members of the Ancorato team, Caleb Howard and Dustin Lloyd, for their over five years of dedicated service. Their contributions have been instrumental in shaping Ancorato’s success, and it was a privilege to celebrate their commitment and achievements in front of an esteemed audience.
VP, Investment Operations
Due Diligence officer
Key Takeaways for Advisors
This event reinforced Ancorato’s commitment to simplifying complex investment strategies and empowering advisors to deliver value to their clients.
To learn more about Ancorato’s strategies or request to attend our next event click here.