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

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

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. 


View Preliminary Agenda



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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


For more information, please contact:

Kristen Oliveri

Director, RIA Institute


Naina Farukh

Client Service Coordinator



Kristen Oliveri, Director, RIA Institute

Panel Discussion - 45 Minutes

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

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