Venue
Webinar

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Event Date Thu Oct 21 EDT (8 months ago)
Location Webinar
Region All
Details

Hedging can mean many things in the world of investing, from limiting risk to helping to protect gains and beyond, join three third party independent investment advisors from Fidelity’s Wealth Advisor Solutions Program to hear about insights on why you might:

• Hedge concentrated positions
• Utilizing fixed income alternatives
• Investing in equities with protection

Speakers

2021 Speakers

Alexandra Browne
Chief Development Officer, Lido Advisors

Eric Freedgood, CPA®, CFA®
Partner and Chief Innovation Officer, Pinnacle Associates

Michael Miller, CFIP®
President, Chief Investment Officer, Principal, Wellesley Asset Management

Phillip Holahan
RVP Managed Solutions, Fidelity Investments