About the Speaker

Zoe Bollinger
Director of Client Relations
Bollinger Capital Management

Zoë Bollinger is vice president and portfolio manager at Bollinger Capital Management, where she develops and implements innovative investment offerings for clients. As a Certified Financial Planner™, Zoë also assists clients in achieving their long-term financial goals. Zoë serves on the board of the International Federation of Technical Analysts (IFTA) and is an international speaker on technical analysis and investment management strategies. Zoë was recognized as a Next-Gen Rising Star Honoree in the ThinkAdvisor 2024 Luminaries Awards.

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Speaker Schedule
Wednesday, August 6, 2025, 4:00 pm - 4:30 pm EDT
Tactical Alternatives to Buy and Hold
Zoe Bollinger |Bollinger Capital Management

John and Zoe will examine how to strategically create portfolios that deliver returns with reduced volatility. Traditional wisdom about buy and hold strategies fails to consider that many investors are not comfortable sitting through full market cycles, especially when drawdowns exceed 20%. Through an exploration of how to combine complementary strategies and respond tactically to market activity, John and Zoe will demonstrate some of the alternatives to a pure indexing approach. 

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