About the Speaker

Zoe Bollinger
Director of Client Relations
Bollinger Capital Management
Zoe Bollinger is the director of client relations at Bollinger Capital Management where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new investment offerings for Bollinger Capital clients, including the Impact Portfolio. This actively managed approach to socially responsible investing seeks to invest in companies with positive social and environmental characteristics without sacrificing performance. Ms. Bollinger is a Certified Financial PlannerTM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.
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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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