Optimizing Portfolios With Overlay Strategies – Liquid Strategies – 10.24.19

Summary:

Now On Demand.

Advisors are seeking to optimize portfolios without taking on more risk. Traditional active management is not generating consistent alpha, and our current market environment may not continue to deliver the growth and income outcomes even passive investors have achieved during this ten year bull market. ETFs that combine an index fund with an overlay are designed to replace both passive and active portfolio strategies to potentially deliver higher returns with a limited increase in risk. Join us for this dynamic discussion that will cover:

• A Deep Dive Into Overlay Strategies
• Mechanics: Call Writing Vs. Put Writing
• Risk Management: Downside Buffers, Defined Risk, & More
• Dual Income Generation
• Utilizing Overlays In Client Portfolios

Speakers:

Brad has more than 33 years of investment industry experience. Brad co-founded Liquid Strategies in 2013 and serves as Chief Executive Officer, Managing Member and Portfolio Manager on the Liquid Strategies and Overlay Shares Investment Team. Prior to Liquid Strategies, Brad was a founding partner and CEO of Perimeter Capital Management. Concurrently to Perimeter, he was a founder of Concourse Capital Management, LLC, an affiliated investment adviser to a long/short equity private fund. Previously he served as Executive Vice President of Trusco Capital Management and served on the firm’s Executive Committee. Brad has been in the investment industry since 1985, has served on numerous industry boards and is a frequent conference speaker. He is a graduate of Oklahoma State University where he received a degree in Finance. Brad has served on numerous non-profit boards.

Shawn Gibson co-founded Liquid Strategies in 2013 and serves as the Chief Investment Officer and Portfolio Manager and is a member of the firm’s Executive Management Committee. Shawn brings more than 23 years of investment experience primarily in the area of options trading and options portfolio management. Shawn started trading options in 1997 with the Timber Hill Group, one of the world’s largest options market making firms. While at Timber Hill, Shawn was an options market maker on the floor of the Pacific Exchange and was later promoted to join a small team in Greenwich, CT that was responsible for overseeing the firm’s multi-billion dollar options trading portfolio. He subsequently served as Head of Options Strategy and Director of Alternative Investments at BB&T, where he worked with advisors and their clients to develop options-based hedging and yield enhancing strategies. Shawn is an active member of his community and was voted as one of the Top 40 leaders under 40 while living in Richmond after being nominated by his peers due to his professional accomplishments and community involvement. Shawn earned his B.S. in Commerce from the University of Virginia.