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Advanced Personal Financial Planning Conference 2016


26 - No Portfolio Is an Island


Jan 19, 2016 11:05am ‐ Jan 19, 2016 12:20pm

Description

This presentation will explore various frameworks to design more efficient portfolios from a total wealth perspective. Attendees will learn:
• How to build more efficient portfolios from a total wealth perspective
• How to incorporate different assets into the portfolio optimizations
• Different perspectives on building efficient portfolios

Speaker(s):

  • David Blanchett, PhD, CFA, CFP, AIFA, Head of Retirement Research, Morningstar Investment Management LLC

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