1:45–2:30 p.m.

Asset Allocation for Private Clients: Long-Term Planning in a Low Rate Environment

Adrian J. Cronje, CFA
​CEO and Chief Investment Officer​​

Blair duQuesnay, CFA, Moderator
Investment Advisor Representative
Ritholtz Wealth Management

  • Has a decade of financial repression created “extrapolation risk” for a generation of advisers and wealth managers?
  • Do current assumptions appropriately account for client longevity in the decades to come?
  • In an era of historically low yields, what investment strategies will help bridge the gap between what is needed and what is available?

Specialty Focus Area: Wealth Management