VIRTUAL EVENTS
Uncertainty abounds - how can you adjust your portfolio?
As finance professionals contend with uncertain markets, they need to understand how to evolve legacy models and help their clients weather the storms. Tariffs, geopolitics, and stubborn inflation are creating a unique landscape that demands unique solutions.
Join the thought leaders at WisdomTree for an educational webcast exploring why what worked yesterday might not work going forward and how you can best prepare for today’s environment.
SUMMARY
Topics will include:
- Smarter ways to evolve legacy models without disrupting client experience.
- The factors that are contributing to a need to adjust your approach to asset allocation, risk management, and more.
- How to stress test your portfolio for an array of scenarios.
SPEAKERS
Ryan Krystopowicz, CFA
Director of Client SolutionsWisdomTree
Lauren Pfendt
Associate, Portfolio SolutionsWisdomTree
Cinthia Murphy
Investment StrategistVettaFi
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Important Disclosures
Important Information
For financial advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the Fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.
There are risks associated with investing, including the possible loss of principal.
Ryan Krystopowicz and Lauren Pfendt are Registered Representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC.