Portfolio Masterclass, Part 3 of 3: Improve Portfolio Construction and Consulting Work
This event is now available on-demand. If you have previously registered for this event please click here and login using the email that you used to register.
Date: On-Demand
Time: On-Demand
Cost: Complimentary
Editorial Webcast Sponsored by:
After strong results in equities in 2023, clients are wondering how high stocks can go, market analysts are divided on their estimates, and high expectations for a cut in interest rates have yet to be realized. All this plays into your level of success with client portfolios. In this webcast, you'll learn what experts suggest for building the best investment portfolios that incorporate client preferences, and how advisors can boost their skills as portfolio consultants. You'll also hear how you can put these issues into the right context for their clients this year – including the most recent techniques in portfolio manager search and selection, as well the latest ways to review and revise investment portfolios with clients.
Join this complimentary webcast for the latest insights on portfolio construction. You'll learn:
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Best practices tied to investment policies, portfolio construction and related steps
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What's new in client discovery, and how to align this process with the latest portfolio data for the best outcomes in the year ahead
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How technology is improving the search and selection of top portfolio managers
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And more!
>>> Check out Part 1: Portfolio Construction Masterclass, Part 1 of 3: Today's Investment Landscape
Featured Speakers:
 | 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. |
 | James Camp, CFA | Managing Director | Eagle Asset Management James Camp leads Eagle Asset Management's fixed income and strategic income strategies. He has 34 years of investing experience. Before joining Eagle in 1997, Camp was a vice president in the Fixed Income Research and Mortgage Specialist groups at Raymond James & Associates following three years at ING Investment Management. |
 | Jason Hoody | Head of Investment Manager Analysis | LPL Financial As Head of Investment Manager Analysis at LPL Financial, Jason Hoody leads a team of analysts who rigorously reviews and provides guidance on the universe of investment-managed products, including mutual funds, separately managed accounts (SMAs), and exchange traded funds (ETFs). With more than 24 years of industry experience, Jason has worked for the U.S. Department of Commerce, BB&T, Dixon Hughes Goodman, KPMG, and PrimeTrust Advisors. |
 | Richard (Ricky) M. Williamson, CFA, CIPM | Head of Investments, Mutual Funds; Senior Portfolio Manager | Morningstar Investment Management Ricky Williamson is Head of Morningstar Funds within Morningstar Investment Management. He is a member of Investment Management's Global Asset Allocation team and helps lead Americas fixed income research. He also serves as co-manager on the several Morningstar mutual funds. Prior to joining Morningstar in 2013, he was a consultant and analyst with Cardinal Investment Advisors, where he built asset-allocation models for defined-benefit plans, performed manager due diligence and worked on capital-market research. |
Can't attend? Register for an on-demand recording after the webcast.