Sep 24th | 8:30 AM - 3:00 PM | Baltimore

Portfolio Construction Roundtable

This annual IMEA Roundtable gathered industry leaders to explore and analyze the latest trends and innovations in the crucial field of Portfolio Construction. Thought leaders from leading investment firms facilitated in-depth discussions on a range of topics, which included:

  • FUSE Research Network’s recent advisory survey on asset allocation, and portfolio construction
  • Targeted discussions on:
    • Analytics Tools
    • AI
    • Integrating Private, Interval & Alternatives
    • Evolving from Transactional Service to On-Going Relationships
    • Thought Leadership & Content

 

 

View Agenda Here
View Attendee List Here

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