Registration is complimentary for financial advisors.
Summary: With stocks reaching near all-time highs after a significant pull-back in 2020 and the headwinds expected in the coming months, HNW and UHNW individuals are feeling the pressure to hedge or monetize their concentrated positions. RIA’s typically have not had access to the capital markets desks to structure and execute these strategies; however, Citi is able to offer this unique capability. This discussion will include hedging and monetization strategies while elaborating how RIA’s can leverage these unique investment opportunities to build their business. More...