How Leading Advisors and Portfolio Managers Are Positioning Client Portfolios in Today’s Market

Investors are struggling to keep up with rapid fire market changes, as the Mag7 becomes the Lag7 and as small cap and international outperform. Outside of public markets, private equity dry powder is reaching record highs of $2.7 trillion, but investors worry about private credit redemptions and AI disrupting private software companies. These changes are forcing wealth managers to navigate an allocation landscape that looks very different from the one they’ve grown accustomed to — especially as clients become more tax‑aware and more empowered (thanks to AI) than ever before.

Against this backdrop of elevated geopolitical risk, multi‑decade currency volatility, and one of the longest yield‑curve inversions in modern history according to the 2 and 10 year, the policy outlook adds yet another layer of uncertainty. A new Fed Chair brings the possibility of a shift in tone and framework — and markets are already asking whether the Fed will “Warsh its hands” of a strictly data‑driven approach in favor of something more discretionary. The implications for rates, liquidity, and both public and private‑market valuations are hard to ignore.

Join the Washington DC CFA Society’s Wealth Management Asset Allocation Panel for a timely discussion on how experienced advisors and portfolio managers are positioning across equities, fixed income, alternatives, cash, and global markets in an environment where money‑market yields hover near 5% and private‑market opportunities continue to expand. Panelists will also highlight the tax‑aware strategies most relevant to today’s high‑net‑worth clients — from asset location and tax‑loss harvesting to municipal positioning, withdrawal sequencing, and managing concentrated stock — all with an eye toward maximizing after‑tax outcomes in a world where clients expect more transparency, personalization, and evidence‑based decision‑making than ever.

Moderator: Amy Raskin, CIO, Chevy Chase Trust

Panelists:Jonathan Murrell, Senior Vice President, Senior Portfolio Manager, Bank of America

Scott Puritz, Managing Director, Member of Investment Committee, Rebalance

More speaker information to be announced!

Date: Thursday, October 29, 2026 | 4:30 – 6:30 pm

Location: Sands Capital, 1000 Wilson Boulevard, Suite 3000, Arlington, VA 22209

Pricing:
Member – Early Bird $60 | Regular $75
Nonmember – Early Bird $110 | Regular $125

Early Bird Deadline: October 15, 2026

Last day for refund minus $15 admin fee – October 22, 2026

Metro Station – Rosslyn (Blue, Orange, Silver)

Register NOW

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