Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.
Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.
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MASTERCLASS: Model Portfolios
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Experts discuss the use case for model portfolios, why there is a desire for them in the marketplace, and some of the ways they can achieve excess returns. The panelists cover demand & advisor adoption, look at the current model landscape, and explore some of the latest innovations and developments.
- Seth Buks, CIMA, Client Portfolio Manager, Columbia Threadneedle
- Suzanne Daly, Product Area Leader, Proprietary Models & Wealth Advisor Solutions, Fidelity Investments
- Joshua Greco, Vice President, Head of Institutional Portfolio Management, Franklin Templeton Investment Solutions
- Brian Kmetz CFA®, CIPM®, Vice President and Portfolio Manager, Natixis Investment Managers Solutions
