WEBCASTS

Know What You Own: Understanding the Risks and Rewards of Hedged Equity

With stock markets at record highs and bond yields near historic lows, hedged equity and structured outcome solutions have become increasingly popular. But as new alternatives flood the market, investors are understandably overwhelmed by their choices. In this upcoming webcast, join Swan Global Investments and ETF Trends as they discuss the risks and rewards of hedged equity products.

November 30, 2021
11am PT | 2pm ET
Unavailable
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SUMMARY

Tom Lydon, CEO of ETF Trends , will moderate a discussion on:

  • Why hedging equity allocations makes sense right now
  • A survey of the different hedging approaches
  • Active or passive? A deep dive on hedged equity & buffered/structured outcome strategies
  • Year-end ideas for portfolio implementation and rebalancing

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

Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®

Client Portfolio Manager
Swan Global Investments

Rob Swan

COO and Portfolio Manager
Swan Global Investments

Tom Lydon

CEO
ETF Trends

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