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.

July 24, 2024
11am PT | 2pm ET
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SUMMARY

  • An overview of a rules-based active strategy focused on momentum
  • An exploration of risk signals and how to manage them

SPEAKERS

Paul Carroll

Chief Investment Officer
Pinnacle Family Advisors (PFA)

Todd Rosenbluth

Head of Research
VettaFi

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