The Epidemiology of Volatility Transmission Management

There exist common pathways in the transmission of viruses and in those related to volatility. Volatility created by global pandemics can quite literally make investors and advisors, sick.

This one-hour presentation highlights proven ways to mitigate and manage portfolio volatility and avoid the high performance drag and cost associated with traditional tail-risk strategy.

Presenters: Mike and Matt Thompson, co-founders of Thompson Capital Management, and Rick Roche, Managing Director Educational Services, Regional Director, Little Harbor Advisors.

Time: 60 minutes

Credit: One-hour of CE credit (CFP-ID #262831)

Using the Dynamics of Market Volatility to Manage Risk

Embedded in U.S. equity market volatility is valuable information that can be used to estimate near-term market price-movement. The recent market disruption provides a live test of this thesis.