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, July 8, 2026, 3:20 pm - 3:50 pm EST
Beyond Indexing: Creating Tactical Strategies for Changing Markets
Zoe Bollinger |Bollinger Capital Management

Investors are often told to accept large market declines as the unavoidable cost of long-term investing. This presentation will explore a different approach. In this session, John and Zoe examine how quantitatively driven strategies using both traditional and alternative assets can help investors build more adaptive portfolios. They will discuss ways to combine complementary strategies, manage volatility, and respond tactically to changing market conditions as an alternative to a purely passive indexing approach. 

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