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Helping Clients Stay Disciplined in the Current Gaming and Gambling Investment Environment

Now Available On Demand

The gamification of markets spurred by the wave of retail investors has replaced disciplined investment analysis with speculation and conjecture. For a lucky few, the irrational behavior provided short-term success. However, such behavior goes hand-in-hand with steep losses, which—you guessed it—is actually gambling rather than investing.
 
In today’s market, many advisors don’t realize they are dealing with gambling outcomes, thereby exposing their clients to a gambling risk that continues to grow in severity. This new dynamic makes the mitigation of gambling risk in a portfolio critical and begs the question: Are you rolling the dice with your client’s portfolio? This presentation will cover:
 

  • What does the portfolio of a gambler look like? And how does it differ from a true investor?
  • How to identify and mitigate a gambling risk and what causes it specifically? 
  • Effective tools and strategies to help clients navigate these unprecedented market dynamics

Approved for (1) CE Credit hour towards the CIMA®, CPWA®, CIMC®, RMA®, and AEP®

Sponsored by

 

 

 

Julian Koski
Co-Founder and Chief Investment Officer
New Age Alpha

 

Andy Kern, PhD
Senior Portfolio Manager
New Age Alpha

 

David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com