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Solving Client Needs by Building Stronger Portfolios

Session Speakers
Session Description

Why Attend
Learn  how to uncover assets that can withstand volatility and provide long-term returns for your clients’ portfolios. 

Session Details
With market volatility picking up and expectations lowering for future returns, it has never been more important to build portfolios that have the potential to capture valuable opportunities, weather uncertainty, and achieve your clients’ long-term goals. In a thought leadership session, a group of asset allocation subject-matter experts will discuss the long-term outlook across various asset classes, and offer insight into:

  • Market trends and outlooks derived from analyzing thousands of advisor portfolios
  • Where to find the best opportunities
  • Best practices for portfolio construction implementation
  • Tools that can help you build a successful portfolio

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs, CPE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 533
Session Schedule