WEBCASTS
5 Phases to Surviving A Sustained Drawdown
For Helios Quantitative Research, there are five phases to a sustained drawdown that need to be understood to allow for a better chance at success. In this upcoming webcast, Helios Quantitative Research and ETF Trends will dig deep into how Helios brings institutional capabilities to retail advisors and discuss each sustained drawdown phase in detail: 1) Preparation 2) Initial response 3) Information gathering 4) Secondary response(s) and the 5) Reinvestment/Recapture period.
SUMMARY
Join Tom Lydon, CEO of ETF Trends as he moderates a discussion on:
- What are top asset management firms doing during this crisis
- How to prepare for the next market downturn
- How to have confidence when you need it most
- Why there is no mathematic premise that beats a prudent benchmark at all times
- How to implement quantitative scoring methodology within your client allocation model
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Chris Shuba
FounderHelios Quantitative Research
Joe Mallen
Chief Investment OfficerHelios Quantitative Research
Tom Lydon
CEOETF Trends
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