2022 Portfolio Construction Roundtable

Agenda
8:00 a.m.
Registration & Continental Breakfast
8:30
Welcome & Opening Remarks


Kimber Lintz, Director | IMEA
Bud Person, Executive Vice President, Portfolio Construction Solutions | Federated Hermes

8:45
Participant Introductions
9:00
FUSE Research Network Advisor Survey Highlights
Highlights from a recent FUSE survey on asset allocation and portfolio construction will help investment managers understand the views of a broad advisor population on issues including:
• Portfolio asset allocation
• Drivers of change to a client’s asset allocation
• How advisors are engaging with asset managers for portfolio construction guidance


Mike Evans, Partner | FUSE Research Network

9:45
Break
10:00
Executive Roundtable
This candid, interactive conversation will provide Portfolio Construction leaders a unique forum to dive deep on top-of-mind issues including:
Analytical Tools
• Buy vs. build
• Internal technology sharing
• Client needs & future builds
• Mass deliver vs. internal users
• Services & tools
11:30
Lunch
12:00 p.m.
Executive Roundtable, Cont.
Integration with the Broader Organization
• Investment views
• Relationship integration/structure
• Interacting with the sales organization

Measuring Success
• Successes & best practices for effecting internal “PR”

2:00
Adjourn

PORTFOLIO CONSTRUCTION ROUNDTABLE
SEPTEMBER 29 | NEW YORK | FEDERATED HERMES

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