Focus on Advanced Portfolio Construction
Balancing Income, Alternatives, and Taxes
Boston | June 11, 2025
Master the latest trends in portfolio construction and asset allocation for today’s market conditions. You’re invited to an exclusive, one-day workshop for top practitioners in financial services.
This event’s seating is limited to the first 100 registrants. Registrations will be prioritized based on the order that they are received.
Register Now
In an environment defined by volatility, rising interest rates, and shifting economic cycles, staying ahead requires more than traditional strategies—it demands advanced portfolio construction expertise.
Join the Investments & Wealth Institute for an exclusive one-day workshop built to equip you with the sophisticated portfolio design techniques that can deliver exceptional client value amid today’s evolving challenges.
Connect with elite financial advisors and decision-makers for actionable approaches to investments, alternatives, and tax efficiency that can position your clients for success. Secure your spot today—Limited seats are available!
Attendees will earn 7 Institute CE credits and 6 CFP® CE credits (pending CFP® approval)
*Full event attendance is required to be eligible for CE credits.
Keynote Speaker
Sponsors
General Info
Registration/Information Desk Open
8:00 am - 3:00 pm, Wednesday, Jun 11, 2025
General Info
Breakfast
8:00 am - 8:30 am, Wednesday, Jun 11, 2025
General Sessions
2 CE
What Now? Risk, Asset Allocation, and Your Clients in Uncertain Times
8:30 am - 10:10 am, Wednesday, Jun 11, 2025
Presenters:
Chris Geczy, PhD, Founder, CEO and Chief Investment Officer, Forefront Analytics, LLC
Economic uncertainty, geopolitical tensions, interest-rate volatility, and significant valuation disparities continue to impact markets, making it crucial for advisors to focus clients on controllable factors. Participants will leave with clear, actionable recommendations to enhance portfolio resilience and strengthen client relationships during periods of heightened uncertainty.
Learning Objectives:
Learn the critical role of asset allocation in managing risk amid volatility.
Gain historical insights into valuation cycles and current market disparities.
Uncover behavioral finance strategies for effectively communicating with clients, particularly when navigating amplified market noise.
General Info
Break
10:10 am - 10:20 am, Wednesday, Jun 11, 2025
General Sessions
1 CE
Investing Through the Noise
10:20 am - 11:10 am, Wednesday, Jun 11, 2025
Presenters:
Jack Manley, Executive Director, Global Market Strategist, JP Morgan Asset Management
As we move through 2025, investors remain focused on where the economy and markets are headed. Amidst significant global volatility, potential policy impacts from Washington are still uncertain. Across markets, equity valuations remained elevated, while bond yields have moved higher in response to proposed policies. Using slides from the Guide to the Markets, Jack Manley will shine some light on these issues and their investment implications, discussing the economic outlook for 2025 and beyond, while highlighting key investment opportunities.
Learning Objectives:
Communicate current economic and market trends.
Identify potential opportunities and risks with the domestic and global markets.
Gain an increased knowledge on global markets and the outlook for stock and bond market performance.
General Sessions
1 CE
Fixed Income Session
11:10 am - 12:00 pm, Wednesday, Jun 11, 2025
Session description coming soon
Learning objectives coming soon
General Info
Lunch
12:00 pm - 12:45 pm, Wednesday, May 07, 2025
General Sessions
1 CE
Alternatives Session
1:00 pm - 1:50 pm, Wednesday, Jun 11, 2025
Session description coming soon
Learning objectives coming soon
General Info
Break
1:50 pm - 2:00 pm, Wednesday, Jun 11, 2025
General Sessions
1 CE
Tax Optimization Strategies with SMAs
2:00 pm - 2:50 pm, Wednesday, Jun 11, 2025
Session description coming soon
Learning objectives coming soon
General Info
Break
2:50 pm - 3:00 pm, Wednesday, Jun 11, 2025
General Sessions
1 Ethics CE
Ethics and Expertise: What Clients Expect from an Exceptional Advisor
3:00 pm - 4:00 pm, Wednesday, Jun 11, 2025
Presenters:
Sean Walters, CAE®, Chief Executive Officer, Investments & Wealth Institute
Wealth management is a crowded and highly competitive marketplace for high-net-worth (HNW) clients. Research on HNW clients has shown that ethics and expertise are the most impactful drivers of trust. Join Sean Walters, chief executive officer of the Investments & Wealth Institute for a review of the Institute’s “Code of Professional Responsibility” and an interactive exercise designed to engage you and your peers in a discussion of ethical dilemmas.
Learning Objectives:
Learn the nine principles for professional conduct from the Institute’s “Code of Professional Responsibility.”
Understand how to apply the code to the service expectations of clients.
Discover how the code applies to client expectations around ethics and expertise competencies.
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."