Event
Structured Products West Coast Conference
September 18-19, 2007 · The Claremont Resort & Spa — Berkeley, CA
Scott Welch
Using Structured Products in an Unstructured World
Structured products are becoming increasingly popular with high net worth investors. But is this growth because of “demand-pull” by investors or “supply-push” by financial institutions? This session will discuss appropriate – and inappropriate – usage of structured products within taxable, high net worth portfolios.
< previous page Using Structured Products in an Unstructured World
Structured products are becoming increasingly popular with high net worth investors. But is this growth because of “demand-pull” by investors or “supply-push” by financial institutions? This session will discuss appropriate – and inappropriate – usage of structured products within taxable, high net worth portfolios.
- The use of structured products as a portfolio risk management tool
- Structured capital markets products and their place in taxable portfolios
- Improving the tax efficiency of alternative investments
- The potential challenges of structured products for high net worth investors
