The US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can still drop, and all future projections can change on a dime due to real current events or even fears of a COVID-19 shutdown. An additional number of other threats can emerge at any time, from tense geo-political hotspots to trade wars and the domestic political situation in the United States.
Join our panel of senior portfolio managers as they share their views on opportunities in the market, their assumptions, and how they are positioning their portfolios for growth.
Our speakers will cover the following topics:
- How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate traditional and newer risks?
- What are the primary market opportunities and risks? Which asset classes and niche markets present the best opportunities? Which international markets look the most promising?
- What approaches and assumptions are being used to set asset allocations?
- What events will cause you to change your Asset Allocation and how quickly do you react?
- What risk premia are considered reasonable for different types of assets?
- How are the panelists using alternatives in their portfolios? What returns are required for different types of private securities?
- How do the panelists adjust their target allocations depending on the type of client (institutional public fund, endowment, family offices and high net worth individuals)?
- Does ESG factor into your Asset Allocation strategies?
- What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIO strategies?
- Portfolio Management
- Risk Management
- Current perspectives on Asset Allocation
Who Should Attend?
- CIOs, Wealth Managers/Financial Advisors, Investment Professionals, and Market watchers
Chief of Investments
National Gallery of Art
Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art. Previously, Christine served as senior investment officer for Georgetown University. She assisted with the founding of Georgetown’s Investment Office in 2004 and served as acting chief investment officer in 2011. After Georgetown, Christine led investment strategy, sourcing, and evaluation for Avec Capital. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. She received a BA in Russian and international relations from Bucknell University and holds MAs in Russian and East European studies and in Central European history from Georgetown University. Christine is a member of the finance committee of the YWCA National Capital Area, an executive officer for the Bucknell University Alumni Association Board of Directors, a board member of the NHS Scholarship Fund, and an advisor to the Kayo Conference Series. She lives in Washington, DC with her husband and son.
Jason Odom, CFA
Strategist, Asset Allocation
Mr. Odom is a senior vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized portfolio analyses. He has nine years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Azusa Pacific University.
Chief Investment Officer for Private Wealth
Jason Pride, CFA®, is Glenmede’s Chief Investment Officer for Private Wealth. He is responsible for formulating investment policy and strategy and serves as a leading member of the Investment Policy Committee which monitors and manages the firm’s allocation strategies for over $25 billion in client assets. In this role, he has led efforts to develop and enhance Glenmede’s proprietary economic, valuation, and portfolio optimization tools.
Mr. Pride is also responsible for investment strategy communications, including Glenmede’s Market Insights, Investment Strategy Notes, and Economic and Market Outlook presentations. He is a regular commentator for local, regional and national media outlets, including: CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Financial Times, Associated Press, Dow Jones and Reuters.
Executive Director and Counsel
Hank Kim is executive director and counsel for NCPERS. Kim directs the day-to-day operation of the largest public pension trade association in the United States. His responsibilities include strategic planning for NCPERS, promoting retirement security for all workers through access to defined benefit pension plans, and the expansion of NCPERS’ role in the continuing debate on health care.
This program has been granted 1 CFP CE Credit.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.