This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm.

Investment Innovation Series

Gateway Long/Short Extension and Single Stock Risk Management

Since 1977, Gateway has been a leader in offering quantitatively managed equity portfolios and options-based investment solutions to meet the unique needs of a wide range of investors. Gateway maintains a focus on strategies to generate cash flow, reduce risk and enhance long-term risk-adjusted returns.

Please join Gateway CEO & CIO Mike Buckius for a discussion on Gateway’s Long/Short Extension strategies, and Single Stock Risk Management Portfolios. These integrated solutions provide option-enhanced portfolio management and hedging strategies designed to help RIA’s, family offices and wealth advisory firms manage concentrated positions more effectively.

Takeaways:

Learn key differentiators for Gateway’s extension strategies and enhanced tax loss harvesting.

How Gateway tailors these option enhanced programs to align with client specific objectives

Gateway’s expertise in the options and tax-loss harvesting space.

Speakers:

Mike Buckius, CFA, CEO & CIO, Gateway Investment Advisors

John Merry, Senior Managing Regional Director, Natixis Investment Managers

Who Should Attend:

Analysts, Wealth Management Professionals, Tax Professionals, RIA Employees

Investment Innovation Series: Gateway Long/Short Extension and Single Stock Risk Management