Financial Professionals

Chapter events

Chapter meeting
September 19

Metropolitan Ballroom, Golden Valley
7:30 - 10:00 am
Presenter: Richard Golod
Senior Portfolio Manager, Morgan Stanley

Joint Meeting with the CFA Society of Minnesota

Is 60/40 Dead? The Past, Present & Future of Asset Allocation
This 2-hour program will analyze the efficacy of the 60/40 allocation. We will review the periods when the 60/40 allocation provided value and stability to portfolios and periods when it didn’t. Secondly, we will analyze the factors that are likely to influence the direction of interest rates and equity prices going forward. Lastly, we will discuss incorporating a process that yields better risk adjusted returns.

RSVP by September 15, 2023

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