The session moved from yesterday to today at 3:00 PM ET. Registration is open and your existing link still works.
TIME CHANGED · NOW TODAY AT 3:00 PM ET
The Evoke Advisors session has been rescheduled. It is running today, Tuesday September 1, at 3:00 PM ET rather than the originally scheduled time.
If you already registered, you do not need to do anything. Your original registration and join link both carry over to the new time. If you had a conflict with the original slot, this is a second chance to attend live.
Today, Tuesday September 1 · 3:00 PM ET
60 minutes · Live on Zoom · 1 CFP CE Credit Approved
Michael A. Gayed, CFA with Alex Shahidi, JD, CFA, CFP, ChFC, CIMA, Co-CIO of Evoke Advisors
What the session covers
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Why a portfolio that looks diversified by holdings can still carry a single dominant risk, and how to see that on a risk basis rather than a position basis.
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How the risk parity framework balances exposures across growth and inflation environments instead of forecasting which one arrives.
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Where the framework tends to disappoint, including the conditions under which it lags a conventional allocation, and why that matters for setting client expectations.
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How to explain the approach to a client who has spent a decade watching equities lead.
This is a sponsored educational session presented with Evoke Advisors. It is
educational in nature and is not a product pitch, an offer to sell, or a
solicitation of an offer to buy any security. It is not investment advice and
does not account for the objectives or circumstances of any individual
investor. You are receiving this because you subscribe to The Lead-Lag Report.