The Modernization of the 60/40 Portfolio 2022 | Institutional Investor | 14 February 2022 | Zoom
Venue
Zoom
Zoom
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Tue Feb 15 UTC (almost 3 years ago)
In your timezone (EST): Mon Feb 14 7:00pm - Mon Feb 14 7:00pm |
| Region | All |
Details
This tried and true formula may not be enough in the current environment, and Alts may provide the much needed lift advisors need.
The traditional 60-40 balanced portfolio has a long and storied history in the world of investing. However, in the current environment of low yields, elevated valuations within the equity market, double-digit inflation, and the many uncertainties around the ongoing COVID-19 pandemic, the wealth management industry is looking for new ways to diversify. Could alternative investments prove to be the solution? Do illiquid strategies like private real estate, private credit, cannabis lending and digital currencies have a place in client portfolios?
Join us at the RIA Institute as our panel of experts explore and debate some non-traditional opportunities that are available to bolster investment returns in the current environment.
Speakers
2022 Speaker
MODERATOR:
Michael Thrasher
Editor, Institutional Investor's RIA Intel
PANELISTS
Daniel Kern
Chief Investment Officer, TFC Financial Management
Adam Phillips
Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors
Ronald Smolenski
Managing Director of Investment Research, Pitcairn