
Hedged Equity Lunches
How can advisors better align investment strategies with the way clients actually think, feel, and make decisions?
Join us for an engaging roundtable discussion inspired by The Behavioral Portfolio by Phillip Toews. Together, we’ll explore the principles of behavioral investing, discuss practical applications for advisor portfolios, and share insights on building investment strategies that better reflect investor behavior and long-term objectives.
Whether you’re already familiar with the book or simply interested in applying behavioral finance to your practice, we invite you to be part of the conversation.
East Territory:
Wednesday, August 26th
Please contact ccollins1@toewscorp.com or jsullivan@toewscorp.com for more details.
North Territory:
Tuesday, August 25th 1pm CT
Please contact jglazer@toewscorp.com for more details.
West Territory:
Wednesday, August 19th 11am PT
Please contact ckendall@toewscorp.com or jgayle@toewscorp.com for more details.

The Pitfalls & Possibilities of Hedged Equity Approaches
Hedged equity should be evaluated based on the range of losses it protects against, the gains it realizes, and the cost to portfolios of that protection.
Includes an historical analysis of the implications of caps, buffers, collars, and trend following funds, and a guide for understanding how hedged equity can play a role in portfolios
Uncover structural flaws and explore an institutional grade, dynamic hedged equity approach that addresses the potential for significant gains.
• Buffers have floors that can be fallen through exposing investors to real losses
• Many hedged equity products have calendar-driven caps that may limit gains
• Slow trend-following strategies don’t move quickly enough for faster market declines
• If you buy a buffer today, and it’s at its cap in a month, what do you do?
Phillip Toews, CEO, Portfolio Manager leads advisors through building portfolios that are more resilient and offers a tutorial on a more agile approach to risk management compared to buffer funds.
Advisors will dive deeper into the engaging world of options hedged U.S. equity strategy and the mechanics of selecting a risk managed sleeve of diversified investments aimed at potentially generating prospective returns tailored to various market cycles.
REGISTER NOWThis program offers one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations.








