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Asset Allocation in a Time of Stress
Course Information
Content Level: Intermediate
NAPFA Subject Area: C - Investments
Course Description
This webinar will offer a timely discussion on asset allocation in times of stress. How have markets changed in the new post-COVID regime versus the previous low-interest-rate regime? What is the impact of these markets on traditional 60/40-like portfolios? How does this heighten macro uncertainty with respect to rising interest rates, inflation, growth, and earnings? It is important for advisors to have ready, understandable answers to these complex questions for clients and their portfolios.

This Partner Solutions webinar is sponsored by Markin Asset Management, LP.
Learning Objectives
  1. Understand what has changed post-COVID in the macro environment
  2. Learn what investment strategies have and haven’t been working for investors
  3. Gain deeper insight into what advisors can expect over the next 12 months and beyond in terms of asset allocation for their clients
David Marra

David Marra is co-founder and managing director of Markin Asset Management, where he leads research and portfolio management for the firm. Markin Asset Management is a systematic multi-asset specialist based in Rye, NY.

Marra is a sought-after speaker on quantitative asset management and has a unique ability to explain complex portfolio concepts in a language advisors can use in client communications. Marra received an MBA from the University of Chicago - Booth School of Business, where he was a fellowship recipient and fortunate to have several lecturers who had received the Nobel Prize in Economics.

Availability: No future session
Expires on 12/31/2023
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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