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Title

Panel Discussion on the Portfolio of the Future followed by networking happy hour at Music Box Supper Club, The Flats

Event Description

Please join CFA Cleveland and CAIA for our first event of the fall programming season. Join us in person at Music Box Supper Club in The Flats for a panel discussion on The Portfolio of the Future

A networking reception with follow with CAIA and CFA Cleveland Members and peers. We hope to see you there! In person event!

As always, non-Members welcome!

The Portfolio for the Future

The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.

Panel Participants

Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ at CAIA Association

Anna Rathbun, CFA, CAIA, Chief Investment Officer at CBIZ Investment Advisory Services

Ben Sayer, CFA, MAI Capital Management, Director Alternative Investments

Cara Wood, CFA, CAIA, BNY Mellon Wealth Management, Senior Wealth Manager

The event has a capacity. Space is limited and registration is on a first-come, first-served basis


Event Type

Career; Featured

Education Topic

 

Start Time

9/1/2022 5:00 PM

End Time

9/1/2022 7:00 PM

City

Cleveland

State/Province

Ohio

Event Country

USA

Event Region

Americas

Location Info

Music Box Supper Club
1148 Main Ave, Cleveland, OH, 44113



Speaker

Panel Discussion

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$40

Candidate Price

$25

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

9/1/2022 7:00 PM

Event Link

Panel Discussion on the Portfolio of the Future followed by networking happy hour at Music Box Supper Club, The Flats

Event Link Leads To New Tab

Yes

Event Short Info

The Portfolio for the Future
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.

Attachments

Content Type: MyCFA Calendar
Created at 8/8/2022 5:55 AM by [email protected]
Last modified at 8/23/2022 5:30 AM by [email protected]