Sep 19th | 8:00 AM - 3:00 PM | Boston

Portfolio Construction Roundtable

This annual Roundtable brought together industry leaders to discuss trends in the important business area of Portfolio Construction. Discussion leaders from Capital Group, Federated Hermes, FUSE Research Network, Jacobi Strategies, John Hancock Investment Management, T. Rowe Price and WisdomTree led participants through conversations on:

  • AI & the Future of Technology in Portfolio Construction
  • FUSE Advisory Research Survey Highlights
  • Executive Roundtable Discussions:
    • Analytics Tools
    • Data & Alternatives
    • AI in Portfolio Construction
    • Models
    • Organizational Relationships
Event Address: 200 Berkeley St, Boston, MA 02116
View Agenda Here
View Attendee List Here

PRESENTERS

Jan Gundersen

Senior Vice President, Portfolio Solutions & Services

Capital Group

Bud Person

Executive Vice President & Director of Portfolio Construction

Federated Hermes

Mike Evans

Partner & Director of Advisor and Benchmark Research

Fuse Research Network

Tony Mackenzie

President & Chief Executive Officer

Jacobi Strategies

John Bryson

Head of Investment Consulting, Investment Data Analytics & Education Savings

John Hancock Investment Management

Terry Davis

Director, Portfolio Construction Solutions

T. Rowe Price

Brendan Loftus

Director, Portfolio Solutions

WisdomTree

Lauren Pfendt

Senior Analyst - Portfolio Solutions

WisdomTree

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