WEBCASTS

How to Avoid Gambling and Gamification in Your Portfolio

Market gamification spurred by a wave of retail investors has replaced disciplined investment analysis with speculation and conjecture. For a lucky few "investors," the irrational behavior has led to short-term success. For most...not so much.

Many advisors don’t realize they are exposing their clients to increasingly severe gambling risks, which begs the question...are you rolling the dice with your clients' portfolios?

July 22, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

In this upcoming webcast, Tom Lydon, CEO of ETF Trends, will moderate a discussion on:

  • What the portfolio of a gambler looks like and how it differs from a true investor
  • How to identify and mitigate gambling risks
  • Effective tools to help clients navigate these unprecedented market dynamics 

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

Julian Koski

Co-Founder and Chief Investment Officer
New Age Alpha

Tom Lydon

CEO
ETF Trends

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