Join Clout by TIFIN for a conversation on risk management
When it comes to portfolio construction, there are a variety of ways to manage risk. However, there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances.
Our moderator, Dara Albright from Digital Wealth News, will lead a discussion on how our panelists approach the most common forms of risk, including market, concentration, and credit risk, and how these risks factor into their investment strategies.
Hear from panelists Ariel Acuña (LTG Capital, President), Robert Gilliland (Concenture Wealth, Managing Director and Senior Wealth Advisor), Marc Odo (Swan Global, Client Portfolio Manager), and Mark Sunderhuse (Primark Capital, Managing Director) on how to best manage risk as related to leveraged ETFs, hedged equity, private equity, and portfolio construction.
Click here or on the button below to register for or receive the recording of the event.
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