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Advanced Personal Financial Planning Conference 2016

35 - What Does a Truly Global Portfolio Look Like?

Jan 19, 2016 3:15pm ‐ Jan 19, 2016 4:30pm


Everyone talks about globalization, but are investment strategies recommended by fiduciaries for today’s investors reflecting the true global opportunities available? In this session, attendees will:
• Explore the history of globalization and understand the current state of the globalization revolution we are experiencing
• Analyze the global investment opportunities that investors have today including asset classes, and determine the impact to portfolios
• Discuss specific asset allocation recommendations the investors and fiduciaries need to consider when developing their global investment strategy


  • Ron Florance, CFA, Senior Strategic Advisor, Robertson Stephens

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