WEBCASTS
Hedge or Seek Yield: What Advisors Need to Know
Investors are still looking for ways to diversify and hedge against market volatility in a prolonged bull run, but traditional diversifiers like fixed-income assets are more at risk in the late business cycle. In this upcoming webcast, the AGF and ETF Trends will look to a strategic hedge to the equities market along with a source of yield and returns to help financial advisors better manage future downside risks and still participate in any further upside potential.
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SUMMARY
Tom Lydon, CEO of ETF Trends moderates a discussion on:
- An overview of the current market environment
- Limits of traditional portfolio diversifiers in a late business cycle
- Alternative approaches that provide tools to hedge equities, and tools for sources of yield and return
- How financial advisors can incorporate a strategic hedge to a traditional portfolio mix
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
Kevin McCreadie, CFA, MBA
Chief Executive Officer & Chief Investment OfficerAGF Management Limited
Bill DeRoche
Chief Investment Officer & Portfolio ManagerAGF Investments LLC*
Tom Lydon
CEOETF Trends
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Important Disclosures
*An investment professional with AGF Investments LLC (formerly FFCM, LLC.), a US registered investment advisor firm and affiliate of AGF Investments Inc.