Event Profile

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 1: Portfolio for the Future

October 27, 2022
All times listed are in local time
Free Event

How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha.
Tune in on 27th October at 4:30PM IST to entail on an exciting webinar journey which will cover a range of topics around the investment dynamics for an ardent finance professional.
  • Jayne Bok, CAIA, CFA, Head of Investments, Willis Towers Watson
  • Elena Manola-Bonthond, CAIA, CIO, CERN Pension Fund
Presenter and Moderator: John Bowman, CFA, Executive Vice President, CAIA Association

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