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Asset Allocation

[SOLD OUT] Asset Allocation Panel Luncheon

January 28, 2020: 12:00 pm2:00 pm

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The US and the global consumer sectors of the economy and stock markets continue to be strong.  However, the current US market expansion has been underway since 2009 with the manufacturing and business investment sectors slowing which can quickly cause the current low level of volatility and a  number of other threats both known and unknown to emerge including the tense international situations and trade negotiations.

Learning Objectives:
  1. How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate risks?
  2. What are the primary market opportunities and risks? Which asset classes and niche markets present the best opportunities? Which international markets look the most promising?
  3. What approaches and assumptions are being used to set asset allocations?
  4. What risk premia are considered reasonable for different types of assets?
  5. How are the panelists using alternatives in their portfolios? What returns are required for different types of private securities?
  6. How do the panelists adjust their target allocations depending on the type of client (institutional public fund, endowment, family offices and high net worth individuals)?
  7. What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIOs strategies
Who Should Attend:
  • CIOs, Wealth Managers/Financial Advisors, Investment Professionals

John Cavalieri

John R. Cavalieri
Executive VP and Asset Allocation Strategist, PIMCO

Jeanne Chen, CFA
Jeanne Chen, CFA
Chief Investment Officer, GAVI Alliance

Brian Swain, CFA

Brian A. Swain, CFA
Deputy Chief Investment Officer, Howard University


Hank H. Kim, Esq.
Executive Director and Counsel, NCPERS

  • CFA Institute PL Credit Hour(s): 1 Credit.

CFAW Member: $65
Non-Member: $85

Lunch will be provided.
Sponsored By:



January 28, 2020
12:00 pm – 2:00 pm
Event Category:


Clyde’s of Gallery Place
707 7th St NW
Washington, DC 20001 United States

© 2023 CFA Society of Washington, DC

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