WEBCASTS
A Systematic, Concentrated Approach to Unlocking
Active Equity Growth
Investors are becoming more interested in actively managed products, which continue to find flows.
Join the experts at Pinnacle Dynamic Investments as they unpack a unique active strategy that leverages a systemic, rules-based selection process to pick a concentrated pool of stocks, and then deploys a risk management algorithm to protect the investment in the event of high market risk.
SUMMARY
- An overview of a rules-based active strategy focused on momentum
- An exploration of risk signals and how to manage them
This program has been approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Paul Carroll
Chief Investment OfficerPinnacle Family Advisors (PFA)
Todd Rosenbluth
Head of ResearchVettaFi
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