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Take 15 Podcast


The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

Show Host: Lauren Foster

Producer: Mitchell Forst 

May 31, 2017

In Episode #309, Elizabeth Ostrander, CFA, discusses some of the common approaches to managing such concentrated positions, including a recent "stock protection fund" innovation that involves investors pooling a cash buffer to diminish or negate losses over time.

Whether the result of equity-based compensation from employment at public companies, or the rewards of a liquidity event borne of entrepreneurial success, concentrated single-stock positions are a relatively common circumstance for wealthy individuals. Clients may prefer to maintain ownership for a variety of reasons, leaving a significant risk management challenge for the advisor.