Introducing Long/Short Investing to Clients

Presented by

Michael Grant

About this talk

Eligible for one CFP Board® and IMCA® CE credit The benefits of long/short investing are underappreciated and misunderstood by even the most sophisticated investors and advisors. In this session, veteran hedge fund manager Michael Grant will deepen your understanding of long/short investing and provide tools for identifying and educating investors who can benefit from this strategy. You will learn: •The characteristics of different long/short strategies, including flexibility of mandate, portfolio construction and expenses; •Where long/short fits within a client’s asset allocation; •The case for long/short in the current environment; and •What clients should look for when evaluating long/short managers. Michael will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.

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