Date: Thursday, Could 29, 2025
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Time: 1pm ET | 10am PT
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Value: Complimentary
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Pending approval: 1 CE Credit score: CFP & Investments and Wealth Institute
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Sponsored by:
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As consumer portfolios develop in dimension and complexity, so does the necessity for extra nuanced allocation methods—particularly when balancing publicity throughout public markets and options. Immediately’s main advisors are turning to transaction-level knowledge, seeing that accessible peer benchmarks may be an fascinating distinction to purely asset primarily based benchmarks.
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On this webcast, a workforce of analysis and portfolio technique consultants will share insights drawn from one of many trade’s largest aggregated datasets—greater than $7 trillion in property throughout 1,200 international shoppers—revealing how advisors are evolving their approaches to portfolio building, efficiency analysis and volatility administration. You will stroll away with sensible, data-driven insights that may provide help to refine your funding method and higher meet the evolving wants of your wealthiest shoppers.
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By attending this webcast, you may uncover:
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> How portfolio dimension and complexity are reshaping asset allocation traits
> How peer benchmarking and transaction knowledge can inform technique and differentiate your consumer providing
> What current traits in advisor conduct reveal about navigating in the present day’s unsure markets
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Featured Audio system:
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Scott Ferguson | Assume Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Assume Advisor’s mum or dad firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.
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Rowena Carreon | Head of Funding Analytics Options | Addepar
Rowena Carreon brings over 25 years of worldwide monetary companies expertise throughout funding banking, company finance and asset administration to Addepar. As Head of Funding Analytics Options at Addepar, she leads the event of data-driven options, leveraging Addepar’s distinctive knowledge and insights to create modern investor-focused product choices.
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Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.
