Portfolio Construction Masterclass, Part 2 of 3: Balance Risk and Rewards in 2024
ON-DEMAND
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Editorial Webcast Sponsored by:
This year's equity markets have stayed on a path of continued growth so far, but will higher stock valuations put investors at risk? Many asset classes are also showing signs of volatility, tied to stubborn interest-rate expectations, ongoing inflation concerns, the upcoming presidential election and more.
In this webcast, our panel of experts will look at risks and returns of different asset classes for 2024 and how advisors can best communicate what's going on in today's markets to their clients. They'll highlight recent research from financial experts, and findings in behavioral finance and investment theory. Hear how to put these issues into the proper context for clients this year – including investors with different risk/reward profiles and expectations.
Join this complimentary webcast to discover what experts predict for investment portfolios in 2024. You'll learn:
- How to align forecasted risks and returns with clients' investor profiles
- New trends in behavioral finance and portfolio theory to improve clients' investment returns
- How to have the most helpful conversations with clients of different risk-tolerance levels
 | Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020. |
 | Ryan Detrick, CMT | Chief Market Strategist | Carson Group Ryan is responsible for advancing Carson Group's Investment Research team, delivering market insights and expanding the firm's investment platform, while providing research and guidance for more than 130 Carson partners. Earlier, he spent six years at LPL Financial, most recently serving as its Chief Market Strategist, and more than a decade at Schaeffer's Investment Research. |
 | John Nersesian, CFP®, CIMA®, CPWA® | Head of Advisor Education, U.S. Global Wealth Management | PIMCOMr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. John has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. |
 | Frank Pape, CFA, CPA | Director of Strategies | Frontier Asset Management Frank Pape is a Director of Strategies for Frontier Asset Management. He joined Frontier in 2022 after serving as Senior Director, Consulting Services at Russell Investments, where he advised on portfolio strategies and capital market research to financial advisors and wealth management firms. With more than 25 years of industry experience, Frank is an industry thought leader on asset allocation, capital market insights and tax-managed strategies. |