Webcast: How to Avoid Gambling and Gamification in Your Portfolio
SUMMARY
In this upcoming webcast, Tom Lydon, CEO of ETF Trends, will moderate a discussion on:
- What the portfolio of a gambler looks like and how it differs from a true investor
- How to identify and mitigate gambling risks
- Effective tools to help clients navigate these unprecedented market dynamics
Pending acceptance for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Julian Koski
Co-Founder and Chief Investment Officer
New Age Alpha
Andy Kern, PhD
Senior Portfolio Manager
New Age Alpha