A Virtual Round Table Discussion for investment Professionals with an interest in Private Wealth Management

As we leave 2022 in the rear-view mirror and prepare for the opportunities and risks of managing portfolios in 2023 and beyond, join other CFA NC members with an interest in Private Wealth Management in discussing this top-of-mind topic: asset allocation themes and considerations in the context of the new year.

Come network with established friends and meet new contacts; be prepared to share your thoughts and expand the discussion. The format provides a robust discussion among professional colleagues rather than a formal presentation.

Each breakout room will consist of 10-20 individuals with a pre-designated moderator to facilitate a worthwhile group discussion. The moderators will recap the individual breakout discussions when we get back together as one large group. Our goal is to provide an ongoing forum to advance the NC PWM community through thought leadership and the exchange of ideas. Help us make it a success.

This Round Table Event will focus on three topics:

1)      Equities—What changes to your underlying equity exposure are you favoring to best serve your clients? We will debate positioning / potential rotation between US vs. International, Large vs. Small Cap, Growth vs. Value, Weighting, and Factor Strategies.

2)      Fixed Income—What are you doing with the “40%” of the allocation equation on the back of 2022’s move toward higher rates? How is your outlook for inflation impacting allocation decisions for 2023 and beyond?

3)      Capital Market Assumptions—Do you expect a recession in 2023? What returns do you consider appropriate for client financial plans over the next 10 years? How are you communicating these changes to clients and what questions are most top of mind for clients today?