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Take on the Role of Risk Manager with Hedged Equity Solutions

With the Fed raising rates for the first time since 2018 and slowing economic expansion in the aftermath of the pandemic, many customers are finding it difficult to adhere to the “stay calm” mantra. This time of uncertainty is a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you edge out prospects, keep clients invested and manage risk without limiting upside potential?

Magnify by Tiffin is excited to be joined by Swan Global Investments and the Advisor Resource Council for a virtual panel presented by Financial Advisors Magazine. Join our upcoming webinar to discuss:

  • Risk drivers and opportunities in the current market environment
  • Impact on Fed Policy and 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.

sponsored by

Matt Barley, RCP®
Consultant Director of Sales
TIFIN. by Magnify

Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
client portfolio manager
Swan Global Investments

Jean Paul Lagarde
chief investment officer
Advisory Resource Council (ARC)

Advisory services are provided through Magnify LLC, an SEC registered investment advisor. Registering as an investment advisor does not imply a certain level of skill or training. The information contained herein shall not be construed as an offer to advise or sell to any resident of any state or otherwise legally permitted. All content is for informational purposes only. It is not intended to provide any tax or legal advice or to provide the basis for any financial decision. Nor is it intended to be a projection of current or future performance or an indication of future results. Furthermore, this material is sourced from sources believed to be reliable, but accuracy and completeness are not guaranteed and the materials discussed are not meant to be a complete analysis. Purchases are subject to suitability. This requires a review of the investor’s objective, risk tolerance and time frame. Investing always involves risk and potential loss of capital.

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