Hedged Equity – Next-Gen Diversification

CFP CE Credit Webinar, Hedged Equity – Next-Gen Diversification
Online Tue Sept 26 1:00pm EDT

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 step into the engaging world of options hedged US 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. Gain a fresh perspective on the pros and cons of evaluating hedged equity strategies and options available in the marketplace.

You’ll learn about:

  1. Hidden Risk in a Portfolio which Leads to Imbalance
  2. Why Build Portfolios for Worst Case and Best-Case Scenarios?
  3. Pros and Cons of Evaluating Hedged Equity Strategies
  4. Income Generating Option Writing and Dynamically Managed Options Overlay
  5. Rethinking Buffer Funds in a Portfolio
  6. S&P 500 Index Exposure