Topic: Model Behavior: Hidden Risks Undermining Portfolio Performance
Same Presentation - YOUR choice if you want to attend Virtual
or In-Person!
Partner Webinar
Thursday, May 8, 2025: 8:30 – 9:30 am
Partner Lunch
Networking and Speaker
Thursday, May 8, 2025: 11:45 am – 1:00 pm
Quince Lakehouse, 3825 Lake Austin Blvd
Hosted by American Century Investments
Mario Davila, Regional Wealth Management Consultant
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Speaker: Jeremy Deering, CFA Director, Portfolio Construction and Analytics American Century Investments
Description: Overview of five hidden risks undermining portfolio performance identified through the analysis of Jim Finnegan, CFA, RMA and Jeremy Deering, CFA, directors of portfolio construction. The presentation will include how to identify these risks in client portfolios and potential solutions to improve client outcomes.
Learning Objectives: Participants will gain insight into five hidden risks in portfolio construction and develop tools to avoid similar risks in client portfolios.
About the Speaker:
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.
Topic
Investment Planning