VIRTUAL EVENTS
T. Rowe Price Capital Appreciation income and dynamic allocation strategies
As rates become uncertain, where can advisors enhance their portfolios?
Portfolio strategies that use puts and calls can help investors generate income and dynamically allocate to the markets at statistically opportune times. ETFs such as the T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) and T. Rowe Price Capital Appreciation Market Opportunities ETF (TPUT) can be useful tools for income-seeking investors.
Join the experts at T. Rowe Price for a product due diligence session exploring how modern derivative-based strategies can be used to supplement the income sleeve of a portfolio and systematically gain market exposure.
SUMMARY
Topics covered will include:
- An “under the hood” look at derivative strategies and how they work.
- The challenges and headwinds facing income investors and how puts and calls can capture opportunities.
- Where TCAL and TPUT fit in a portfolio and how to discuss derivative-based strategies to clients.
SPEAKERS
Farris Shuggi, CFA
Head of Quantitative EquityT. Rowe Price Investment Management
Brian McMullen
Senior ETF SpecialistT. Rowe Price
Kirsten Chang
Senior Industry AnalystVettaFi
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