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.

May 28, 2019
11am PST | 2pm EST
1 CE Credit
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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  

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 Officer
AGF Management Limited

Bill DeRoche

Chief Investment Officer & Portfolio Manager
AGF Investments LLC*

Tom Lydon

CEO
ETF 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.