Add Control with m+ funds: Defined Outcomes Redefined. – Axio Financial – 11.12.21

Overview:
Title: Add Control with m+ funds: Defined Outcomes Redefined.
Date: Friday, November 12, 2021
Time: 11:00 AM Eastern Standard Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

On Demand Now. Protect against market uncertainty, while staying invested with m+ Buffer and Preservation strategies.

Solve one of the most difficult issues facing advisors and their clients today – insulating portfolios against market uncertainty. Protect against market declines, while staying invested with Buffer and Preservation funds.

  • What are Defined Outcome investments?
  • How do Defined Outcome investments work?
  • How to use laddered m+ Buffer and Preservation funds to insulate portfolios during market uncertainty.

David Gatti, CEO of Risk Paradigm Group RIA (RPg), will discuss his application of Preservation m+ funds in an SMA. A laddered approach helps his clients enhance returns on bonds.

Speakers:
Nick Parcharidis, CFA Nick Parcharidis, CFA Managing Director m+ funds by iCapital Network

Nick joined m+ funds in January 2019 and is focused on business development and driving the firm’s global client distribution strategy. He has spent his 30+ year career in capital markets and financial services, building and delivering solutions that have transformed investment and wealth management businesses.

Nick most recently spent 18 years at Citi where he was Co-Head of Americas Private Client Solutions and Americas Head of Private Bank Capital Markets. He executed Citi’s client distribution strategy, including delivering the breadth of Citi’s capital markets platform to Retail and UHNW clients across the Americas. Nick is credited with launching and establishing Citi’s retail capital markets business across the Americas including Mexico, Brazil, and LAMB. When he joined Citi, he focused on expanding the structured product business across asset classes and into new client segments. In addition, he pioneered the Citi Americas Joint Venture between the Private Bank and Capital Market to provide institutional access to UHNW client segments. Prior to joining Citi, he spent 5 years at the Chicago Board Options Exchange where he was Director of Capital Markets focused on business development working with NY Bank Origination Desks to introduce new innovative structured products. Nick started his career with Shearson Lehman Brothers Consulting Group business developing and delivering the first generation of fee based managed products.
David Gatti David Gatti CEO Risk Paradigm Group

Dave is Chief Investment Officer, Chief Executive Officer, and Founding Partner of RPg. He is responsible for the investment process, security selection and asset allocation activities of the investment portfolios of RPg Asset Management including research, analysis, and trading activities and is the senior managing member of the Investment Committee. Prior to founding RPg in 2011, Dave was a Senior Investment Specialist with Morgan Stanley Smith Barney specializing in Alternative Investments as well as Managing Director of the Twin Lights Group at Morgan Stanley Smith Barney for 11 years.

Dave graduated from the University of Massachusetts – Lowell with a degree in Business Administration. Born and raised in New York City, Dave lives in Winchester, MA with his wife and three children.