The coronavirus and ensuing economic and market upheaval have rattled investors, challenged income generation and called into question the long-term health of key global sectors and industries. In volatile times like these, human nature causes many investors to want to sell their portfolios for fear of major losses—short-term and potentially long-term. So, what will portfolio construction look like when the threat of the coronavirus has diminished? While investment fundamentals such as asset allocation, diversification, rebalancing and risk management will remain pillars of financial advice, other areas of building portfolios are set to be reassessed to meet and exceed the future needs of your clients.
This virtual event is 90 minutes of a panel discussion, discussion breakout rooms, and a moderated Q&A.
Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
Ken Bower, CFP®, Chief Executive Officer, Managing Director, Clayton Financial Group, LLC
Dana Brewer, CFP®, Principal and Financial Advisor, Birchwood Financial Partners
Lori Van Dusen, CIMA®, Chief Executive Officer, LVW Advisors
Jonathan Foster, President & CEO, Angeles Wealth Management
Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC
Michelle Katzen, CFP®, Senior Portfolio Manager, HCR Wealth Advisors
Leo J. Kelly, III, CFP®, CBEC®, Founder, CEO & Partner, Verdence Capital Advisors
Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
Cosmin Lucaci, CFP®, Vice President, Brownson, Rehmus & Foxworth
Carl Ludwigson, CFA®, CQF, Director of Manager Research, Bel Air Investment Advisors
John Mannix, Chief Executive Officer, Baldwin Brothers
Sean O’Dowd, Managing Director, Silvercrest Asset Management
Rocio Ortega, CFP®, Partner, WE Family Offices
Willian “Biff” Pusey, Jr., Partner, Kimble Advisory
Amy Sabin, Partner, Managing Director, Partner, Steward Partners Global Advisory
Matthew W. Sexton, CFP®, CIMA®, MSFP , Director, Clear Harbor Asset Management
Chris Shepherd, Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC
Scott Sorensen, CFA®, Principal & Chief Investment Officer, Vigilant Capital Management
Debra Brennan Tagg, CFP®, President, Brennan Financial Services
Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer, LVW Advisor
For more information, please contact:
Kristen Oliveri
Director, RIA Institute