About this session
Following our recent Yield Note and Market Outlook events, many members have asked how to preserve gains and generate consistent income - especially amid market volatility. With modest but positive returns expected, diversification is key for those with significant equity exposure.
Join us for a Happy Hour session, where we’ll explore income-generating strategies to enhance risk-adjusted returns through diversification into products like structured notes, private credit, and REIT funds.
Brandon Ho, Investment Advisory – The role of income in a well-balanced portfolio
Yekaterina Alferova, Senior Structurer – How structured notes can provide tailored outcomes, including our newly launched Yield Note
James Peng, Alternatives Specialist – Income-generating opportunities in private markets on Arta
This is a great opportunity to ask questions, gain expert insights, and connect with fellow Arta members over wine and refreshments.
Wine, refreshments, and snacks provided
Spaces are limited - RSVP now!
SPEAKERs
![Yekaterina Alferova]()
Yekaterina Alferova
Derivatives at Arta
![James Peng]()
James Peng
Marketing at Arta
DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.
Sharing is Caring
Do you want in?
Create an account in minutes and we’ll work with you to provide the best experience
Get the latest market trends and investment insights