Innovations in Managing Concentrated Single Stock Positions (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

10:28, video webcast, recorded on 6 March 2017
Posted on 31 May 2017

Senior Vice President, Director of Business Development
Intelligent Edge Advisors

This information is accurate as of the day of recording.
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Summary

Whether the result of equity-based compensation from employment at public companies, or the rewards of a liquidity event borne of entrepreneurial success, concentrated single-stock positions are a relatively common circumstance for wealthy individuals. Clients may prefer to maintain ownership for a variety of reasons, leaving a significant risk management challenge for the advisor. Elizabeth Ostrander, CFA, discusses some of the common approaches to managing such concentrated positions, including a recent "stock protection fund" innovation that involves investors pooling a cash buffer to diminish or negate losses over time.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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