Hedged Equity

HOST

Matt Barley, RICP®
Director of Advisor Sales

Magnifi by TIFIN

Wednesday

3:00 PM ET

12:00 PM PT

Embrace the Role of Risk Manager with Hedged Equity Solutions

On the heels of the first Fed rate hike since 2018 and a slowing post-pandemic economic expansion, many clients are finding the mantra "keep calm" hard to follow. These times of uncertainty are a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you get prospects off the sidelines, keep clients invested and manage risk without limiting upside potential? 

Magnifi by TIFIN is excited to be joined by Swan Global Investments and Advisor Resource Council for a virtual panel presented by Wealthmanagement.com. Join our upcoming webinar for a discussion about:

• Risk drivers and opportunities in the current market environment
• Fed policy and the impact on balanced portfolios
• Embracing the role of risk manager as a competitive advantage
• How AI-powered technology is transforming investing 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

PRESENTER

Marc Odo

Client Portfolio Manager
Swan Global Investments

PRESENTER

Jean Paul Lagarde

Chief Investment Officer
Advisor Resource Council (ARC)