WEBCASTS
How to Build Resilient Portfolios with Uncorrelated Solutions
Market volatility has spiked, causing many to adapt their traditional stock and bond portfolio to the quickly changing market conditions. In the upcoming webcast, IndexIQ and ETF Trends will outline potential resilient investments like a merger-arbitrage strategy to diversify a traditional portfolio mix and look for ways to hedge against further market volatility.
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SUMMARY
Topics will include:
- Why M&A activity is likely to be strong moving forward
- Focus on the merger-arbitrage strategy and its role in a traditional investment portfolio
- How financial advisors can access the M&A market and incorporate a merger-arbitrage strategy into a diversified portfolio
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
Salvatore Bruno
Chief Investment Officer and Managing DirectorIndexIQ
Mark Lacuesta, FRM, CAIA, CIPM
Director, Index StrategiesIndexIQ
John Davi
Founder and Chief Investment OfficerAstoria Portfolio Advisors
Tom Lydon
Editor and PublisherETF Trends
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