Skating on Thin Ice? Hedging In 2021 – Toews – 1.21.21

Overview:
Title: Skating on Thin Ice? Hedging In 2021
Date: Thursday, January 21, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Toews Asset Management’s Team has now navigated 3 bear markets and comes with a wealth of thought leadership on how to manage hedged funds and incorporate them into conventional portfolios. In this upcoming webcast, Portfolio Manager Felipe Toews, and Director of Education Dan Kullman will discuss a path to attempt to defend against significant declines without sacrificing gains during advancing markets. Topics to be discussed:

  • The Behavioral Portfolio – Addressing Significant Declines
  • How Hedged is your Hedged Equity Fund?
  • Hedged Funds that Attempt to Defend Against Even Rapid Declines
  • Avoid Capping Upside while Hedging Portfolios

Speakers:
Phillip (Felipe) Toews Phillip (Felipe) Toews CEO Toews Asset Management

Phillip (Felipe) Toews is the CEO and a Portfolio Manager at Toews Asset Management (2.1 Bil AUM). His management strategies focus on creating products designed to attempt to address investors’ economic and behavioral needs. Felipe is the founder of Toews’ Behavioral Investing Institute, a program devoted to helping advisors attempt to manage investor behavior through market challenges.
Dan Kullman Dan Kullman Director of Education and Training Toews Asset Management

Dan Kullman is Toews Asset Management’s Director of Education and Training. He facilitates communications between the investment management team at Toews and its partners and producing advisors. Dan started his career as a stockbroker for Lehman Brothers and went on to become a founding member of an Equity and Fixed Income Money Manager before becoming a TAMP advisor consultant. He received a BBA in Finance from the University of Houston in 1992 and holds licenses including a Series 7 and 65. He lives in Houston, TX with his wife and daughter.
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