This 1.5-hour webinar (CE credit eligible) examines the future of investment management and portfolio strategies. Across three expert panel discussions, you’ll discover why asset allocation has emerged as the new competitive frontier for advisors, gain insights into the evolving role of the Chief Investment Officer in a tech-driven, client-focused world, and uncover cutting-edge strategies for managing risk and constructing resilient portfolios that can withstand market volatility while positioning clients for long-term success.
SESSION 1
2:00-2:30 PM ET – Geopolitical Uncertainty and the Rise of the 60/20/20 Portfolio
Oil market shocks, rising inflation, trade tensions, and international conflict aren’t just reshaping client needs–they are signaling a new market environment and new expectations of advisors. Join this session to learn why asset allocation is the new frontier for advisors who want to maintain a competitive edge.
Explore:
The rise of the 60/20/20 portfolio, incorporating alternative investments to enhance diversification and resilience
How increased ETF adoption is expanding access to liquid alternatives and supporting more dynamic allocation strategies
Practical guidance on how advisors should think about investing, risk management, and portfolio construction amid ongoing uncertainty
SESSION 2
2:30-3:00 PM ET – The Future of the CIO Role
Gain insights into the evolving role of the Chief Investment Officer in a tech-driven, client-focused world.
SESSION 3
3:00-3:30 PM ET PM – Risk Management & Portfolio Construction Innovation
Discover cutting-edge strategies for managing risk and constructing resilient portfolios.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Get more information on CE Credits here.