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.

2:00 – 2:50 – Alternative ETFs for Rising Volatility and Rising Rates

Rising volatility and rising rates pose significant challenges for portfolio construction. Alternative ETFs may deliver broad diversification benefits—and at a lower cost—at a time when traditional assets are fully priced and “60/40” portfolios face mounting pressures. In this session, we will review how liquid alternative strategies may help mitigate a variety of portfolio risks, and how innovative alternative ETFs may provide lower-cost, tax-efficient, and user-friendly tools for diversification.

This session will include an overview of the universe of alternative ETFs, which has grown beyond leveraged and short index funds to a broad array of single and multi-strategy offerings, encompassing long/short equity, arbitrage, nontraditional bonds, global macro, currencies, commodities, and more. The session will provide in-depth insight into how alternative ETFs are designed to capture differentiated sources of risk and return, as well as key considerations for implementation.