Financial Planning Highlights Covered-Call Strategy Presentation at Strategy Forum 2025

In a Financial Planning article published in November 2025, the Investments & Wealth Institute’s Strategy Forum is highlighted as being a key conference for financial advisors, including a session that explored rising demand for covered-call strategies amid elevated equity valuations. Titled “High valuations fuel demand for a once-niche hedging strategy,” the article features insights from Jeff Bilsky, Senior Portfolio Manager at Chartwell Investment Partners, who presented at the Institute’s New York event.

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The article points to growing advisor interest in risk-management tools that help clients remain invested during volatile markets. By illustrating how covered calls can provide downside cushioning while generating income, the coverage underscores the increasing relevance of advanced investment techniques within the wealth management community. The Institute’s Strategy Forum is recognized as an important platform for elevating these conversations and equipping advisors with timely education on complex portfolio strategies.

Read the full article here: https://www.financial-planning.com/news/niche-hedging-strategy-demand-rises-as-equity-values-climb