The Investor's Playbook: Advanced Portfolio Strategies (IM42073)
with Michael McDermott
$42 MEMBER PRICE: $3360
What used to be institutional-only is now on the table for individual investors! We'll cover tax-aware investing, direct indexing, private and alternative strategies, while managing concentrated stock positions. Designed for investors who are comfortable with the fundamentals and ready to learn about a more sophisticated approach to building long-term wealth. Michael McDermott, CEO, Kathmere Capital Management & Nick Ryder CIO, Kathmere Capital Management 6:00 PM to 7:00 PM, 11/19
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Nov 19th, 2026
Thu for 1 week from 12:00 - 12:00 am