STRATEGIES

Zoe Bollinger

Director of Client Relations,

Bollinger Capital Management

Dir. of Client Relations at Bollinger Capital Management
Prior Board Chair of the LA Chapter of the Social Enterprise Alliance
Graduate of American University

About Zoe

Zoe Bollinger is the director of client relations at Bollinger Capital Management where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new investment offerings for Bollinger Capital clients, including the Impact Portfolio. This actively managed approach to socially responsible investing seeks to invest in companies with positive social and environmental characteristics without sacrificing performance. Ms. Bollinger is a Certified Financial Planner^TM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.

Zoe's Videos

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Advantages of Active Investment Management

John Bollinger and Zoë Bollinger will discuss the performance advantages that can be created through an active approach to investing. They will explore various rules-based investing and trading strategies and how they compare to a buy-and-hold approach.

Zoe Bollinger

TRADING

32:28

Strategies for Profiting in Choppy Markets

Market action in 2022 stood in sharp contrast to the post financial crisis bull market. It was a down year, a debacle for 60/40 investors, and a test for the resolve of passive indexers. However, 2022 also brought opportunities for technically-driven trading strategies to add value. Substantial market swings created space for volatility strategies to perform and we started to see a market of stocks with diverse opportunities rather than a monolithic stock market. In this presentation, John and ZoBollinger will discuss the dynamics of the current market and explore technically-driven approaches that you can implement to take advantage of volatile markets.

Zoe Bollinger

TRADING

44:03

ESG Investing: Looking Under the Hood

ESG (environmental, social, and governance) investing is one of the biggest trends in the markets. But what are you actually getting when you buy an ESG ETF? Do their holdings really match the ESG values they claim, or can we do better?

Zoe Bollinger will review the major trends in socially responsible investing and take a look at some of the major fund offerings and their holdings. Then she will discuss how to find a balance between investing your values while achieving performance and explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.

Zoe Bollinger

STRATEGIES

34:33

Socially Responsible and Profitable: Finding Balance in ESG Investing

Zoe Bollinger reviews the major trends in socially responsible investing and how to find a balance between investing your values while achieving performance. She will take a look at the hot topics in the socially responsible investing space and then review the key trends likely to shape ESG investing moving forward. Finally, Ms. Bollinger will explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.

Zoe Bollinger

STRATEGIES

33:07