CEO and Co-Founder,
The Cabana Group
Chadd Mason is the CEO and co-founder of The Cabana Group (Cabana). He and his team are known for developing what is believed to be the first-ever Target Drawdown Series of portfolios and products. Cabana utilizes a proprietary algorithm that is designed to help shelter investors from risk by striving to limit numerically defined losses during volatile and down markets, while still participating in up markets. The firm's unique Target Drawdown approach to investing is employed in a suite of SMAs, a recently released series of ETFs, and a hedge fund.
Although they've been around for a while, actively managed ETFs have never quite gotten much traction in the wider ETF space, accounting for less than 3% of the $4 trillion ETF industry. But they are gaining notice and popularity with investors attracted by their low cost, tax efficiency, transparency, and liquidity. Learn about these vehicles and the strategies they employ to react to changing market conditions.
Market volatility has become the norm this year. Months of gains can be erased in a day or two. With that level of uncertainty comes a lot of client emotion—mostly fear. Cabana's new Target Drawdown Series of ETFs provides a simple, transparent, and easy-to-understand investment designed to capture upside in positive markets (with no ceiling), while aiming protecting downside (to a predetermined percentage) when times get tough. Join Chadd Mason, co-founder and CEO of The Cabana Group, to hear why removing market timing from the equation and following a rules-based and repeatable process can keep clients invested and focused for long-term success.