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PROTECTING THE VALUE OF YOUR CLIENTS' CONCENTRATED STOCK POSITIONS

Hosted by Gyroscope Capital Management Group
January 19, 2022
1:00 PM - 2:00 PM ET
Webcast
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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




SPEAKERS


 * MICHAEL J. EGAN, CFP®, CIMA®
   
   Title
   President, CIO@CompanyGyroscope Capital Management Group
   RoleSpeaker
   
   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.
   
   About
   Contact


 * SARAH WOLF
   
   Title
   Senior Vice President - Customized Hedging Solutions@CompanyGyroscope Capital
   Management Group
   RoleSpeaker
   
   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
   Contact


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.


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