Discover how active fixed income strategies can help RIAs, advisors, and institutions preserve capital, maintain liquidity, and capture enhanced yields in todayโs volatile interest rate environment.
Dive into two actively managed fixed income strategies tailored for todayโs markets: the tactical ultra-short duration strategy and the taxable intermediate duration strategy.
David Townsend sits down with Kyle Markham to explore how Structured Notes are evolving from tactical tools to strategic portfolio staplesโand how Haloโs platform is helping advisors manage them at scale.
Jason Barsema sits down with Phil Johnson of Rothschild Wealth Partners to discuss how Structured Notes can provide portfolio protection and growth opportunities during market volatility.
Pitonโs Kris Konrad joins What the Halo to discuss a fresh approach to generating uncorrelated income. Discover why structured notes are gaining traction and how they could reshape the way investors think about yield and diversification.
Nov. 14 & 21 โข 1:00 pm CT