In this exclusive webinar, Tony Davidow, CIMA®, moderates a panel discussion with Todd Wagenberg, CIMA®, managing partner, Integrated Fiduciary Advisory; Scott Welch, CIMA®, chief investment officer–model portfolios, WisdomTree Asset Management; and Brian Ullsperger, CIMA®, managing director, Anderson Investment Advisory Services. These Investments & Wealth Institute board members will examine the current market environment and talk about communicating effectively with clients, positioning portfolios in these volatile times, and their market outlook for 2021 and will explore potential portfolio repositioning to prepare for a post-pandemic world.
• Examine what have we learned from this volatile year.
• Discover what year-end tax planning strategies make sense, tax-loss harvesting.
• Learn how to position portfolios for the year ahead.
• Understand what tactical shifts may be appropriate.
• Explore what role alternative investments play in client portfolios (return enhancer, risk-reducer, portfolio diversfier).