Briefings

Peace of mind for equity investors: How can investors find solid returns when stock markets are vulnerable to directionless volatility?

Tuesday - 3rd October 2017

Carlton Club
69 St James's Street, London, SW1A 1PJ

About Speakers & Sponsors Register

Overview

After more than nine years of rising equities since 2008 it is easy to understand why wealth managers are becoming anxious about how to protect client assets if stock markets become choppy. Where’s the equivalent of an investment umbrella if the rain falls?

One approach may be to focus on generating income from stocks in all market conditions. An idea is holding a basket of equities and generate earnings by selling call options – the right to buy a stock at a specified price. If volatility rises, the premium paid for these options becomes even more attractive.

This Breakfast Briefing will focus on whether a strategy that seeks to generate income in this fashion can play a meaningful part in an investor’s portfolio, reduce overall risk, and be worth the effort. The event aims to cut through any jargon and explain the thinking behind such ideas.

Logistics

Date and Time

Date: Tuesday 3rd October - 2017
Time: 7:40 am – 10:30 am

Venue

Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164

Agenda

  • Registration & refreshments: 7:40am - 8:30am
  • Keynote: 8:30am - 8:50am
  • Panel discussion: 8:50am - 10:00am
  • Networking: 10:00am - 10:30am

About our Sponsors

Sponsors


Keynote Speaker

Geoffrey Yu

Head of the UK Investment Office

UBS Wealth Management


Speakers

Jonathan Bell

Partner, Chief Investment Officer

Stanhope Capital

Tom Burroughes

Group Editor

ClearView Financial Media

Christine Cantrell

Sales Director for ETFs

BMO Global Asset Management

Deborah Fuhr

Managing Partner

ETFGI


Register