About the Speaker

In today’s complex and volatile markets, a single line of defense is rarely sufficient to protect investor portfolios. This presentation introduces Tactical Allocation Models (TAM), a next-generation framework built on a multi-layered defense that dynamically adapts to shifting market conditions. You’ll explore how TAM integrates an adaptive Volume Factor risk overlay with defined outcome strategies—including floors and buffers—to address distinct phases of the market cycle and help mitigate downside risk and drawdowns. Beyond the mechanics, you’ll discover how this synergistic, goals-based approach aligns with behavioral finance insights, aiming to improve client outcomes by enhancing emotional resilience and reducing the likelihood of impulsive decisions. Attendees will leave with a tactical blueprint for constructing more resilient portfolios—and cultivating greater investor confidence.