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Free Seminar: Concentrated Portfolio Risk

Date:
Thursday, January 24, 2019 (6:00pm - 8:00pm)

Location:
KeyPoint Credit Union's Community Learning Center
2805 Bowers Avenue, Santa Clara, CA 95051

Details:
  • Understanding concentrated portfolios 
  • Is Your portfolio too concentrated?
  • Ways to manage the risk of a large position

Speaker: 
Zachary Dukich - Investment Consultant, Clark Capital Management Group

Zack is an Investment Consultant with Clark Capital Management Group serving the northwestern part of the United States. He is responsible for supporting Clark Capital’s partnerships with Wealth Advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. He and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra high net worth and institutional investors. Prior to joining Clark Capital, Zack has accrued over 17 years of experience in the financial markets. He started his career in 2000 as a market maker for Interactive Brokers on the Philadelphia Stock Exchange floor. Before joining Clark Capital, Zack helped manage an Equity Derivatives Sales Desk where he served large Wall Street institutions including banks, hedge funds, and OTC trading firms. Zack holds a B.S. from Brandeis University, a M.S. of Business and Public Management from The University of North Carolina at Pembroke, and the FINRA Series 7 and 4 licenses.


You do not need to be a KeyPoint member to attend. Light snacks and refreshments will be provided.

 





Zachary Dukich is not affiliated with KeyPoint Credit Union, KeyPoint Financial Services, or Securities America, Inc. and his commentary reflect his opinions only. Consult your tax and financial advisor regarding your own particular situation.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG, PFG Advisors, KeyPoint Credit Union, KeyPoint Financial Services, Securities America, Inc., and Protective Life Insurance are separate entities. 

 Not NCUA Insured 
 No Credit Union Guarantee 
 May Lose Value