WEBCASTS

Keep Calm and Buffer On: Seeking Stable Returns in Volatile Markets

A global health crisis, an unstable economy, and the impending presidential election have all created a market environment filled with uncertainty. In this compelling 1-hour webinar, Allianz IM and Halo Investing will introduce a new approach to risk management – presenting strategies and tools that can help you effectively implement a new series of ETFs designed to help mitigate risk and reduce volatility within your clients’ portfolio.

September 28, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Join Tom Lydon, CEO of ETF Trends, as he moderates the discussion on:

  • New Allianz Life Insurance Company of North America (Allianz) research indicating a growing disconnect between client return expectations and risk tolerance
  • An introduction to Buffered Outcome ETFs and how they may help to mitigate risk and lower volatility
  • Investor Use Cases: selecting an appropriate approach for desired client outcomes
  • Beyond the trade: new tools to help monitor and adjust a buffered strategy

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

Greg Goin

Risk Management Consultant
Allianz Life Insurance Company of North America

Joanna Kanakis

Strategic Relationship Manager
Halo Investing, LLC

Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

Allianz Investment Management LLC is a registered investment adviser and a wholly-owned subsidiary of Allianz Life Insurance Company of North America.

Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877. 429.3837 or visit www.allianzim.com and review the prospectus. Investors should read the prospectus carefully before investing.

 

Distributed by Foreside Fund Services, LLC.

 

This complimentary webcast is for investment professionals only and is closed to the public.