Topic: First Trust Investment Committee Outlook and Current Trends in Portfolio Construction
Speaker: Liam O’Brien, CFP, CFP®, First Trust
Description: This presentation will provide a high-level overview of evolving trends in portfolio construction along with an update on how First Trust’s Investment Committee views the world. With long-term return objectives, risk management, and market complexity, the goal is to equip the attendees with practical insights, tools and resources they can apply in portfolio oversight.
Meeting Agenda:
11:00-11:40: Registration and Networking
11:45: Meeting begins
1:00: Meeting ends
About the Speaker: Liam O’Brien is a Senior Portfolio Analyst and member of the First Trust Portfolio Analytics & Research Coverage Team. In his current role, Liam serves as a resource on portfolio construction and investment strategies. Liam and his team evaluate thousands of model portfolios a year, synthesize potential risk/return characteristics, and help deliver potential solutions to financial professionals that aid them in serving their clients
Parking will be validated
Questions: Contact Sarah at admin@austinfpa.org.