CFA Society San Diego & Financial Planning Association San Diego invite you to the 6th Annual Wealth Management Symposium, held at the Alexandria at Torrey Pines on Friday, March 21st.
Join us for a lively discussion delving into key investment themes and choices for allocators and advisers. Our panel will feature distinguished veterans of the investment management industry as they share their views and debate what changes we should be making to our portfolios looking into the back half of 2025. We will learn about how our panelists started their careers in financial services, how they think about markets, and touch on key questions such as:
- What sectors, industries, and themes look most attractive right now?
- Should I have international exposure in my portfolio? What about small caps?
- How should I think about factor exposures such as growth, quality, momentum?
- What should the duration of my fixed income portfolio be?
- What liquid alternatives should I be invested in, if any?
- What are the risks to markets? How much should I worry about the impact of high fiscal deficits in the US and globally?
Panelists:
Lisa O’Connor, CFA: Global Head of Model Portfolio Solutions and Co-CIO for Global Solutions, BlackRock
Stephen McCourt, CFA: Co-Chief Executive Officer, Meketa
Horacio Valeiras, CFA: CEO, Frontier Global Partners
Moderator:
Gabriel Mass, CFA: President, Macro Ventures
To view the Panelists & Moderator's Bios - click here!
Friday, March 21st
1:00 - 3:30 pm
Alexandria - The Illumina Theater
10996 Torreyana Road
San Diego, CA 92121
Register Now!