3:20 – 4:10 – Portfolio Construction: By Female Advisors for Female Clients

  • Do female advisors manage money differently than their male counterparts?
  • Should portfolios for female clients be built differently since they oftentimes outlive men?
  • When constructing a portfolio, is “beating the market” less important to female clients?

In this session you will not only learn portfolio construction ideas for the forward looking market but also how to share/convey those thoughts and better understand the needs of female clients.