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Asset Allocation Panel 2021

January 14: 12:00 pm2:00 pm Virtual

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The US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can still drop, and all future projections can change on a dime due to real current events or even fears of a COVID-19 shutdown. An additional number of other threats can emerge at any time, from tense geo-political hotspots to trade wars and the domestic political situation in the United States.
Join our panel of senior portfolio managers as they share their views on opportunities in the market, their assumptions, and how they are positioning their portfolios for growth.
Our speakers will cover the following topics:
  • How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate traditional and newer risks?
  • 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?
  • What approaches and assumptions are being used to set asset allocations?
  • What events will cause you to change your Asset Allocation and how quickly do you react?
  • What risk premia are considered reasonable for different types of assets?
  • How are the panelists using alternatives in their portfolios?  What returns are required for different types of private securities?
  • 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)?
  • Does ESG factor into your Asset Allocation strategies?
  • What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIO strategies?

 

Learning Objectives:
  • Portfolio Management
  • Risk Management
  • Current perspectives on Asset Allocation

 

Who Should Attend?

 

  • CIOs, Wealth Managers/Financial Advisors, investment professionals, and market watchers
Speakers:

 

Christine Kelleher
Christine Kelleher
Chief of Investments, National Gallery of Art

 


Jason Odom, CFA
Strategist, Asset Allocation, PIMCO

 


Jason Pride, CFA
Chief Investment Officer for Private Wealth, Glenmede

Moderator:

 


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

Qualifications:
  • CFA Institute PL Credit Hours: 1 Credit.
  • This program has been granted 1 CFP CE Credit.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The live event has passed.
You may purchase a recording via the ticket below.
Please contact events@cfawashington.org with any questions.

 

Details

Date:
January 14
Time:
12:00 pm – 2:00 pm
Cost:
$25
Event Category:

Tickets

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