Event
Protecting the Value of Your Clients' Concentrated Stock Positions
Hosted by Gyroscope Capital Management Group
January 19, 2022
13:00 PM - 14:00 PM
Webcast
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As we continue to see market volatility, a lack of income opportunities, and concerns regarding valuations, the opportunity inherent in equity risk management strategies has never been more apparent. Gyroscope Capital Management supports investors who find a significant portion of their net worth in concentrated equity positions. In this webinar, we will:
- Discuss the reasons clients find themselves with these positions
- Address concerns about asset protection, tax deferral, liquidity, estate planning and diversification
- Offer solutions to help investors and advisors maximize the efficiency of hedging concentrated positions while reducing risk
Recording
Protecting the Value of Your Clients' Concentrated Stock Positions
Attachments
QuarterlyCommentary.pdf
Download
388 kB
Speakers
Michael J. Egan, CFP®, CIMA®
President, CIO @ Gyroscope Capital Management Group
Sarah Wolf
Senior Vice President - Customized Hedging Solutions @ Gyroscope Capital Management Group
About
We are quantamental managers, while fundamental factors are critical, we ultimately believe that quantitative implementation, guided by investment professionals, leads to the most effective portfolio management.