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AICPA ENGAGE 2019


PFP1909 - Practical Issues in Portfolio Structuring and Management: A Strategy Update


Jun 10, 2019 11:15am ‐ Jun 10, 2019 12:05pm

Standard: $49.00

Description

There have been many developments over the past decade in how private client investment portfolios are structured and how investments should be managed. These changes include an increase in the availability of asset classes that were previously only available to institutional investors.

This session will provide a theoretical framework for analyzing and structuring investments for private clients. It will include an update on a number of the developments and advances that have occurred, review the practical usage of some of the additional asset classes and discuss how, from a practitioner's perspective, these advances and asset classes can be implemented in advising private clients and managing their assets and investment portfolios.

This will be an intermediate to advanced session that will be of interest to asset allocators, investment managers and private client and family offices advisors.

Learning Objectives:

1. Update on developments and changes in the theory and practice of asset management for private clients.

2. Update on the availability and the practical usage of non-traditional asset clients for private clients.


Speaker(s):

  • Lauren Minch, CPA, CFA, CGMA, Director of Institutional Development, Wiley
  • Thomas Trainor, CPA, CA, CFA, CFP, CLU, MBA, Managing Director, Hanover Private Client Corporation

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