Webinar Registration

In an uncertain market environment, many investors are looking for ways to stay invested in equities while limiting downside risk. Join Harry Mamaysky, Ph.D., Founder of QuantStreet Capital and former professor at Columbia Business School, for a deep dive into downside-protected strategies—a structured way to participate in stock market upside with clearly defined downside exposure.

Using real-world examples and product comparisons, Harry will walk you through how these strategies work, when they make the most sense, and how to adapt them to your client portfolios. This is not a product pitch—it’s an analytical and practical session for advisors who want to keep clients invested while limiting downside risk.

Topics will include:

📊 How downside-protected ETFs and custom option-based structures are built

🛡️ Understanding the trade-off between limited downside and capped upside

🧠 Strategy variations: from zero-loss to modest-loss/high-upside configurations

🔍 Key considerations for evaluating timing, expected return, and structure

⚙️ Real implementation mechanics, including T-bill and call spread combinations

🧾 Tax treatment of downside-protected trades

💼 When this strategy may outperform traditional equity + bond portfolios

Who should attend:

Financial advisors, RIAs, and investors looking for practical risk-managed equity strategies that address client concerns about market volatility and sequence-of-return risk.