Lessons Learned – How Defensive Strategies can Help During Market Pullbacks
Tuesday, March 31, 2020
2:00 PM EDT | 11:00 AM PDT
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We have recently been reminded how important it is to incorporate defensive strategies into our clients’ portfolios to help weather the storm of turbulent markets. After an extended bull market of over 10 years, we see again that significant market corrections can be triggered by various factors ─ and we often don’t see them coming. For this reason, we must attempt to always be prepared. Certain asset classes, by their nature, will react more sharply during highly volatile times, while others can provide a way to stay in the markets with a more defensive stance.
Please join Direxion for this informative webcast to learn about various strategies that strive to offer stability to your portfolio. Session topics will include:
- Finding the asset classes that tend to offer more stability during volatile markets
- Exploring how a high-quality equity strategy may be prudent to help dampen volatility
- Applying sensible hedging strategies to offset anticipated equity losses
Additionally, we will hear from Astoria Portfolio Advisors’ John Davi regarding their economic outlook and market perspective for these historic times.
For Investment Professionals Only.
Investing involves risk including possible loss of principal.
An investor should carefully consider a Fund’s investment objective, risks, charges, and expenses before investing. A Fund’s prospectus and summary prospectus contain this and other information about the Direxion Funds and Direxion Shares. To obtain a Fund’s prospectus and summary prospectus call 866-476-7523 or visit our website at www.direxion.com. A Fund’s prospectus and summary prospectus should be read carefully before investing.
Distributor for Direxion Shares: Foreside Fund Services, LLC.
Founder and CIO, Astoria Portfolio Advisors
John Davi has 20 years of experience spanning acrossMacroETF Strategy, Quantitative Research & Portfolio Construction. Prior to starting Astoria Portfolio Advisors, John spent 8 years as the Head of Morgan Stanley’s Institutional ETF Content wherehe advised many of the world's leading investment management firms in macro and quantitative ETF portfolio construction and implementation.John spent 10 years at Merrill Lynch as an Equity Derivatives Strategist.John began his career in 1999 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives group when the product had only $100blnAUM
In 2017, John founded Astoria Portfolio Advisors, an investment management firm that specializes in Quantitatively driven and Cross Asset ETF portfolio management. Astoria’s competitive edge is our research, our deep portfolio construction background and our ETF product expertise.
Head of Capital Markets and Institutional Strategy
Sylvia focuses on Global Product Implementation within the institutional and tactical client segment as well as promoting ETF education and strategy throughout the financial industry. She is a recognized expert in the ETF industry.
She is also responsible for managing the Direxion ETF sales team. Prior to joining Direxion, Sylvia held a Delta One Sales Trading role which included ETF Asset Manager, Institutional and Hedge Fund coverage at Societe Generale. Before joining Societe Generale, Sylvia had 6 years of Financial Markets experience at Deutsche Bank where she covered Hedge Fund, Asset Management, Institutional and ETF Managers as a Swaps Flow Sales Trader/Equity Derivative Product Specialist.
Sylvia is a graduate of Boston College where she holds a B.S. in Finance, Management and a Minor in Spanish, and a graduate of Fordham University where she holds a Masters in Finance and an MBA in Economics and Strategy. She is conversational in Polish, Spanish and French.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.