Re-imagining Portfolio Construction to Meet the Changing Needs of Your Clients

Nov 18th 2020
1:00 - 2:30 PM Eastern Time
Virtual Program

The coronavirus and ensuing economic and market upheaval have rattled investors, challenged income generation and called into question the long-term health of key global sectors and industries. In volatile times like these, human nature causes many investors to want to sell their portfolios for fear of major losses—short-term and potentially long-term. So, what will portfolio construction look like when the threat of the coronavirus has diminished?  While investment fundamentals such as asset allocation, diversification, rebalancing and risk management will remain pillars of financial advice, other areas of building portfolios are set to be reassessed to meet and exceed the future needs of your clients.

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

View Preliminary Agenda


Welcome Remarks

Kristen Oliveri, Director, RIA Institute

45 minutes

A panel of RIA thought leaders will discuss the intricacies of challenges and opportunities of investing in the alternative landscape.


  • Chris Osmond, CFP, CFA, Chief Investment Officer, Prime Capital Investment Advisors


  • Mark Whyman, Vice President, Citi
  • Matt Bartolini, Head of SPDR Americas Research, State Street Global Advisors
  • Keith Van Etten, CFP, CIMA, CAIA, Investment Consultant, John Hancock Investment Management
  • Paul Ma, Vice President, Lead Portfolio Strategist, Fidelity Investments


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 that 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:

  • David Bauer, MBA, Principal, Nauset Wealth Management
  • David Dickman, MBA, Senior Vice President, Wealthspire Advisors
  • Michael Carr, Partner and Lead Adviser, FMP Wealth Advisers

25 minutes

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



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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