WEBCASTS
Protect and Preserve Client Assets and Portfolios in Volatile Markets
As we try to cope with an uncertain environment that continues to fuel market volatility, investors should begin considering the best ways to incorporate alternative strategies to cushion any further potential pullbacks but still participate in the recovery. In this upcoming webcast, State Street Global Advisors and ETF Trends will consider ways to help financial advisors protect and preserve client investment portfolios during volatile markets
SUMMARY
Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates a discussion on:
- An overview of the current market environment and potential paths ahead
- Best practices to mitigate the negative effects of a downturn on a client portfolio
- How financial advisors can incorporate alternative investment strategies to protect and preserve a client's portfolios in volatile markets
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, CIPM, CFP®
Client Portfolio ManagerSwan Global Investments
John Forlines III
Chief Investment Officer of W.E. DonoghuePortfolio Manager of the JAForlines Global Tactical Portfolios
Matthew Bartolini, CFA
Head of SPDR® Americas ResearchState Street Global Advisors
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
For Investment Professional Use Only.
Important Information
Investing involves risk including the risk of loss of principal.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies or investment horizon. You should consult your financial advisor.
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2406864.7.1.AM.INST
Exp. Date: 05/31/2021