Events

Hedged Equity & Behavioral Portfolio

East Territory:
Virtual Behavioral Portfolio Roundtables
Thursday, October 22nd 2pm EST

Tuesday, October 27th 2pm EST

Please contact ccollins1@toewscorp.com or jsullivan@toewscorp.com for more details.

 

North Territory:
Hedged Equity Lunch
Wednesday, October 14th 12pm ET
Stone Creek Dining Company
9856 Montgomery Rd Suite 100,
Montgomery, OH 45242

Please contact jglazer@toewscorp.com for more details.

 

West Territory:
Virtual Behavioral Portfolio Roundtables
Wednesday, October 14th 4pm EST

Thursday, October 29th 3pm EST

Virtual Hedged Equity Roundtables
Monday, November 16th 4pm EST

Tuesday, November 17th 4pm EST

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 NOW

This 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.