Single Stock Concentration Risk Management Seminar
CFA Society New York 1540 Broadway, New York CityClients often wish to maintain ownership of some or all of their highly appreciated stock for a variety of reasons, such as tax and estate planning considerations, emotional attachment to the stock and restrictions on the shares. With the stock market at record heights, interest rates ratcheting up, risks seemingly everywhere and the possibility of tax reform still in the air, single-stock risk management has taken on a renewed focus.
