3:40pm - 4:30pm

2A: Portfolio Deep Dive: How to Achieve Optimal Asset Allocation Room: British Open Ballroom C

What is the ideal asset allocation? Is it the mix of investment from most aggressive to safest that will earn the highest possible total return over time? Learn to ask the questions of what that mix of stocks, bonds, cash or money market should be and what will happen when you add a dash of alternatives. If you had the luxury of starting from scratch, would your portfolio be the same? These and other question will be answered by our panel. Or at least have you thinking a bit differently on how you approach assets classes.

Moderator
Panelists