Protecting the Value of Your Clients' Concentrated Stock Positions
As we continue to see market volatility, a lack of income opportunities, and concerns regarding valuations, the opportunity inherent in equity risk management strategies has never been more apparent. Gyroscope Capital Management supports investors who find a significant portion of their net worth in concentrated equity positions. In this webinar, we will:
- Discuss the reasons clients find themselves with these positions
- Address concerns about asset protection, tax deferral, liquidity, estate planning and diversification
- Offer solutions to help investors and advisors maximize the efficiency of hedging concentrated positions while reducing risk
Event Recording
Protecting the Value of Your Clients' Concentrated Stock Positions
- Quarterly CommentaryQuarterlyCommentary.pdf388 kB
Speakers
Michael J. Egan, CFP®, CIMA®
- Title
- President, CIO @
- Company
- Gyroscope Capital Management Group
- Role
- Speaker
Mr. Egan is the Founder and President of Gyroscope Capital Management Group. His principal duties include oversight of firm operations, investment management and client engagement. Prior to Gyroscope Capital, Mr. Egan founded and managed the Corporate and Executive Services Group at Legg Mason as well as structuring and executing swap and derivative transactions totaling over $8 billion for Fortune 50 companies at American Express/Lehman Brothers. Mr. Egan holds a Bachelor of Arts degree in Economics from the College of William and Mary, a Masters degree in Economics from New York University, and an MBA from Duke University. He is also a graduate of the London School of Economics and Political Science’s General Course Program.
Sarah Wolf
- Title
- Senior Vice President - Customized Hedging Solutions @
- Company
- Gyroscope Capital Management Group
- Role
- Speaker
Ms. Wolf oversees Gyroscope’s Customized Hedging Solutions. She educates clients and Financial Advisors on hedging, diversification, and other wealth enhancement and protection strategies, and structures these transactions. Ms. Wolf has also acted on Gyroscope’s Investment Committee since 2010. Previously, Ms. Wolf worked as Senior Vice President of Wealth Management at Moors & Cabot focusing on hedging and diversification strategies, and in Legg Mason’s Corporate and Executive Services Group where she was also Director of Client Service with responsibility for coordinating all the team's services for individual and corporate clients. She joined Legg Mason from Chesapeake Bank and Trust, where she acted as liaison between the bank's trust and brokerage areas and consulted on special projects. Ms. Wolf received a Bachelor of Arts degree from Washington College and completed the Hansard Scholars Programme in Parliamentary and Public Policy Studies at the London School of Economics.
About
Gyroscope Capital Management Group
We are quantamental managers, while fundamental factors are critical, we ultimately believe that quantitative implementation, guided by investment professionals, leads to the most effective portfolio management.