Asset Allocation in a Low-yield Environment: Balancing Risk and Reward

Dec 9th 2020
1:00pm - 2:30 PM EST
Virtual Event
About

With interest rates at historic lows and as the Fed continues to print money, finding the right balance of risk and reward has become even more challenging. From fixed income to commodities to real estate and beyond, this panel will discuss where some interesting options lie

This virtual event is 90 minutes of a panel discussion, discussion breakout rooms, and a moderated Q&A. 

 

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Advisory Board

Toussaint Bailey, Chief Executive Officer, Enso Wealth Management

Ken Bower, CFP®, Chief Executive Officer, Managing Director, Clayton Financial Group, LLC

Dana Brewer, CFP®, Principal and Financial Advisor, Birchwood Financial Partners

Lori Van Dusen, CIMA®, Chief Executive Officer, LVW Advisors

Jonathan Foster, President & CEO, Angeles Wealth Management

Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC

Michelle Katzen, CFP®, Senior Portfolio Manager, HCR Wealth Advisors

Leo J. Kelly, III, CFP®, CBEC®, Founder, CEO & Partner, Verdence Capital Advisors

Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, CFP®, Vice President, Brownson, Rehmus & Foxworth

Carl Ludwigson, CFA®, CQF, Director of Manager Research, Bel Air Investment Advisors

John Mannix, Chief Executive Officer, Baldwin Brothers

Sean O’Dowd, Managing Director, Silvercrest Asset Management

Rocio Ortega, CFP®, Partner, WE Family Offices

Willian “Biff” Pusey, Jr., Partner, Kimble Advisory

Amy Sabin, Partner, Managing Director, Partner, Steward Partners Global Advisory

Matthew W. Sexton, CFP®, CIMA®, MSFP , Director, Clear Harbor Asset Management

Chris Shepherd, Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC

Scott Sorensen, CFA®, Principal & Chief Investment Officer, Vigilant Capital Management

Debra Brennan Tagg, CFP®, President, Brennan Financial Services

Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer, LVW Advisor

Contact

For more information, please contact:

Kristen Oliveri

Director, RIA Institute

kristen.oliveri@institutionalinvestor.com

 

Naina Farukh

Client Service Coordinator

naina.farukh@institutionalinvestor.com

Agenda

Welcome

Kristen Oliveri, Director, RIA Institute

Panel Discussion - 45 Minutes

Moderator:
Michael Ashley Schulman, CFA, Partner & Chief Investment Officer, Running Point Capital

Panelists:
George Bory, Head of Fixed Income Strategy, Wells Fargo Asset Management
Matt Bartolini, Head of SPDR Americas Research, State Street Global Advisors
Mark Lindbloom, Portfolio Manager, Western Asset Management Company LLC
Jeff Matkin, CFA, Client Portfolio Manager, Multi-Asset & Global Equities, Amundi Pioneer

Breakout Groups - 20 Minutes

The audience will be broken out into small groups, delegates will share their views on the previous presentations. Do they agree or disagree, and what are the reasons for their views? Are there other factors which should also be taken into consideration? As well as sharing knowledge and opinions, each table will be tasked with coming up with a set of questions or comments which they must be prepared to pose to the speakers.

Discussion Leaders:

Allan Boomer, Managing Partner and Chief Investment Officer, Momentum Advisors
Brian Hunter, CIMA, Managing Director, Strategic Capital Allocation Group LLC
Kevin Gahagan, CFP, CIMA, Principal, Advisor, Private Ocean
Amy Sabin, Managing Director & Partner, Steward Partners Global Advisory

Moderated Q&A Debrief- 25 minutes

The original speakers will take part in a moderated Q&A, answer questions, and react to comments from the Zoom discussions.