An advisor could create a 60/40 portfolio for a client, set it and forget it. Those days are gone.
Now advisors are dealing with an investment environment where investment-grade bonds are returning 2% and domestic equities’ ten-year expected return is only 6%. How can clients’ investment goals be met in the new world of slower growth and lower yield without taking on excessive risk? The answer lies in the use of alternative investments.
This webinar will assist advisors in understanding the role of these unique investments in portfolios, as well as how the current economic uncertainty is impacting each asset class.
Michelle Connell, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area to be owned by a female CFA charter holder -- an important resource in a world where 60% of women retire in poverty. Michelle’s expertise is backed by more than 20 years of financial experience in management positions with large investment boutiques and private banks.
Michelle has also differentiated herself as an educator. She taught as an adjunct finance professor at University of Texas at Dallas for five years, where she was named one of the country's highest-rated finance professors. Michelle has also taught the CFA Review in Texas for ten years. She works with her students and clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. She also founded “Portia’s Children,” through which up to 10 percent of her company’s profits are donated to the North Texas Charity, Educational First Steps.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
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Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
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