The 60/40 Retail Portfolio: Bonds on the Chopping Block?

• What asset classes do you move these proceeds into?
• How does these changes affect portfolio risk?
• How do you discuss these moves with your clients?

Join us to hear answers to these questions, and more!

Learning Objectives:

1. Strategies for strategic asset allocation decisions in low bond yield environment
2. Benefits of bonds in a portfolio – what role can bonds still play?
3. How to discuss risk and return with clients of potential asset allocation changes

Who Should Attend:

• Analysts
• Portfolio Managers
• RIA Employees
• Wealth Managers

Speakers:

Kristina Hooper, CFP, CAIA, CIMA, ChFC
Chief Global Market Strategist, Invesco

Kristina Hooper is Chief Global Market Strategist at Invesco. In this role, she leads Invesco’s Global Market Strategy (GMS) Office, which has strategists on-the-ground in North America, Europe and Asia. Ms. Hooper and her team formulate macro views of the markets and economy, examine the investment implications of those views, and share their insights with clients and the media around the world.

Elizabeth Muirhead, CFA
Senior Portfolio Specialist, Financial Advisor Services, Vanguard

Liz Muirhead, CFA, is a senior portfolio specialist with Vanguard Financial Advisor Services, where she consults with advisors on investment thought leadership and the full range of Vanguard’s investment solutions. Before her current role, Ms. Muirhead held various roles in Vanguard Portfolio Review Department, most recently as a senior investment director in the oversight and search team, responsible for investment manager search, selection, and oversight. Prior to that, she held various leadership positions in Vanguard Fund Financial Services, working with international fund analysis, fixed income security data and pricing, domestic equity accounting, and fixed income accounting.

Jeff Porter, CFP, CFA
Partner and Private Wealth Manager, Creative Planning

Jeff is a Partner and Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Jeff’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Jeff also serves as an institutional investment advisor and in this role works with institutions and nonprofit organizations. His areas of expertise include endowment-and-reserves-related best practices, development of Investment Policy Statements and Spending Policies and fiduciary training.

Moderator:

Derek Kravitz
Portfolio Strategies Analyst, Bessemer Trust

Derek Kravitz is Assistant Vice President and Portfolio Strategies Analyst at Bessemer Trust. In this role, he is responsible for delivering asset allocation recommendations and specialized portfolio strategy implementations to clients, providing customized portfolio analytics, and conducting market research. Prior to joining Bessemer Trust, Derek was an investment analyst at Financial Services Advisory, responsible for research and trading. He is a volunteer with the CFA Society of Washington, DC.

Qualifications:

• CFA Institute PL Credit Hours: 1 Credit
• CFA Institute Competency Framework Skill: Investment Strategy & Process and Portfolio Construction

Registration:

• CFAW Member: $25
• Non-Member: $45

Supported by the RIA Subcommittee

The live event has passed.

You may access a recording via the ticket below.

Contact events@cfawashington.org with any questions.