Our annual meeting, scheduled for June 7th at 5:30 pm at the Buckhead Club, is drawing near. We are excited to have Brian Singer participate as our keynote speaker.
Brian is well known for his contributions to the CFA Institute, is a member of the CFA Institute Research Foundation Board of Regents, and received the CFA Institute’s Distinguished Service Award in 2015. He co-wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower, along with a number of additional financial publications.
The annual meeting content seeks to address a similar theme we’ve been exploring this year- what’s the best investment solution during a period of potentially disruptive exogenous factors and heightened volatility? Is there such a thing as a right answer, and one which instills confidence in how we’re allocating capital and advising our clients? What risk factors have we not traditionally considered that now need to be factored into our success equations?
Brian’s insights should prove valuable as he provides a macro diversification framework and investor guide for navigating future instability. Valuations, capital market outlook, and investor constraints all support the case for awareness of and better management of macro risks. Brian will also discuss trade-offs between investment horizon and risk aversion.
We look forward to your engagement at this upcoming event and can’t wait to participate in what we hope will be an interactive discussion.