Date: Wednesday, November 3, 2021

Time: 2:00 pm ET | 11:00am PT

Cost: Complimentary

Sponsored by:

Finding yield at a time of historically low interest rates is just one of the many challenges facing investors today. The Federal Reserve’s policy of quantitative easing has led to distortions in risk premiums and uncertainty in some corporate bond sectors. To face these challenges, advisors can present structured products to clients as an alternative investment.  Structured products may offer enhanced yields, diversification benefits, and access to unique sources of income to help meet investors’ specific risk-return levels and other unique financial objectives.

Join this complimentary webcast to discover the benefits and new ways advisors can use structured (pre-packaged investment) products. You will learn:

  • How structured products work and how they have changed in recent years due to wider use by financial organizations and institutional investors
  • Why structured products’ potential for risk-adjusted returns is higher than some other fixed-income products and how they can be tailored to address specific client aims/concerns
  • How structured products can provide outcome-based solutions in a variety of investment climates that help clients meet long-term objectives

Can’t attend? Register here for an on-demand recording after the webcast.

Speakers:

Thomas W. Balcom, CFP, CAIA, is founder and head of 1650 Wealth Management, an RIA that is power a user of structured notes. These products currently account for 50% of the firm’s client portfolios, used primarily as a hedge to the long-only investments. Tom has an MBA from the University of Miami and is located in Lauderdale-by-the-Sea.

Peter Dietrich is the Global Head of Business Development for Morningstar Indexes, with primary responsibility for developing direct indexing relationships and establishing strategic partnerships within the financial advisor market. Prior to this role, Peter spent 18 months as the global head of sales for Morningstar Indexes and three years in Hong Kong leading retail business development for Morningstar across Greater China and Asia.

Michael Finke is a professor and Frank M. Engle Chair of Economic Security at the American College of Financial Services and leads the Wealth Management Certified Professional designation program.

Jason Barsema is the President and Co-Founder of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.