Private Wealth Series: Structured Notes

When:  Apr 8, 2026 from 12:00 PM to 01:00 PM (ET)
Structured notes can offer enhanced yield, downside protection, or bespoke exposure—but with added complexity and risk. This session will break down how structured notes work, where they fit within private client portfolios, and what investors and advisors should understand about liquidity, pricing, and market risk. Learn how these instruments are evolving and when they may be appropriate tools for achieving specific outcomes.