State Street Global Advisors

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.

May 26, 2020
11am PT | 2pm ET
1 CE Credit
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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

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

Founder
Helios Quantitative Research

Joe Mallen

Chief Investment Officer
Helios Quantitative Research

Tom Lydon

CEO
ETF Trends

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