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How Advisors are Adjusting Portfolios to Meet Challenges in a Low-Yield World

Mike McDaniel, Co-Founder and Chief Investment Officer at Riskalyze, and Marc Odo CFA®, FRM®, CAIA®, CIPM®, CFP®, FDP®

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Join Mike McDaniel, Co-Founder and Chief Investment Officer at Riskalyze, and Marc Odo CFA®, FRM®, CAIA®, CIPM®, CFP®, FDP®, Client Portfolio Manager at Swan Global Investments for an educational webinar on how advisors are adjusting portfolios to meet the challenges in a low-yield world.

Key Topics of Discussion:

1) What is top of mind for advisors in this current landscape?

2) Strategies for overcoming the dual dilemma of low yields and stretched valuations.

3) How hedged equity can address challenges ahead.

 

 

 

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