Recording Available

Asset Allocation and Factor Investing featuring Mark Kritzman

Asset Allocation and Factor Investing featuring Mark Kritzman On Tuesday, May 15th we hosted a special webinar featuring Windham CEO and asset allocation expert, Mark Kritzman. Asset allocation and factor investing are often seen as conflicting approaches to portfolio construction. Historically, most investors composed portfolios from broad asset classes, but [...]

By |2019-04-02T11:20:36-04:00April 30th, 2018|Windham Webinar Series|

Investment Challenges in Rising Rate Environments

Investment Challenges in Rising Rate Environments Investors are now confronted with a rather novel set of challenges, most notably the potential for both significantly higher interest rates and a higher degree of correlation between stock and bond prices. While common knowledge has it that a combination of stocks and bonds can provide balanced portfolio performance [...]

By |2018-04-11T15:57:45-04:00March 19th, 2018|Windham Webinar Series|

Measuring Downside Risk in 2018

Measuring Downside Risk in 2018 On Wednesday, March 7th, we hosted Chief Investment Officer Lucas Turton for a presentation on risk management and measurement. Using recent historical returns to estimate risk and correlations may significantly underestimate realized portfolio losses. In this webinar, Lucas demonstrated risk management techniques that consider maximum drawdowns using sub-samples of [...]

By |2018-12-20T12:42:56-04:00January 24th, 2018|Windham Webinar Series|

Asset Allocation for Specific Client Goals

Asset Allocation for Specific Client Goals On Wednesday, January 24th 2018, we hosted Senior Client Consultant Jon Kazarian for a discussion on how to tailor portfolios to meet unique investment goals. Jon explored strategies for developing and managing sound asset allocation policies designed to meet specific investment objectives. This session included a  review of [...]

By |2019-04-02T11:20:57-04:00January 18th, 2018|Windham Webinar Series|

Asset Allocation in Taxable Portfolios

On Tuesday, September 26th, we hosted Lucas Turton for a presentation on asset allocation in taxable portfolios. In this webinar, we discussed asset allocation and investment choices for taxable investors, including: How to estimate future value of a portfolio by considering assets on an after-tax basis Asset allocation and location for optimal tax efficiency [...]

By |2017-10-16T10:35:59-04:00September 7th, 2017|Windham Webinar Series|

Goals-based Planning Under the New DOL Rule

On Tuesday, June 13th, we heard from Private Wealth Advisor Scot Wilks on how the implementation of the new DOL rule impacts advisors and clients alike. Scot focuses on goals-based planning as well as best practices for communicating with clients about these complex issues. Webinar Highlights: Goals-based vs. cash-flow based planning Major trends in [...]

By |2017-08-14T09:54:08-04:00June 13th, 2017|Windham Webinar Series|

Portfolio Construction and Evaluation

In this webinar, Windham Senior Client Consultant Jon Kazarian explored methods and best practices for the portfolio construction and evaluation process. Jon discussed risk and return estimation, mean-variance optimization, as well as techniques for analyzing exposure to loss and wealth potential. Portfolio Construction and Evaluation RECORDING AVAILABLE View the Presentation on SlideShare [...]

By |2017-05-17T11:13:50-04:00April 10th, 2017|Windham Webinar Series|

Diversifying Away Equity Exposure

On 3/14/2017, we hosted a webinar featuring Robert Bernstein and Andrew Weisman. Rob and Andy discussed trends in portfolio construction and risk management. Webinar Highlights: Trends from sophisticated investors surrounding portfolio construction Investigating strategies for reducing equity exposure Understanding true levels of diversification in a portfolio Intended and unintended exposures Different types of risk [...]

By |2017-04-20T18:13:35-04:00March 14th, 2017|Windham Webinar Series|

Beyond the Equity Risk Premia

On 1/26/2017, we hosted a webinar featuring Richard Lindsey, Managing Partner and Head of Liquid Alternative Strategies at Windham Capital Management. Rich discussed how to model portfolio returns, risk premia, and how to decompose portfolio risk. Webinar Highlights: Discussion of what risk premia are Constructing portfolios using risk premia Using risk premia to decompose a [...]

By |2017-04-20T18:13:36-04:00January 26th, 2017|Windham Webinar Series|

Portfolio Simulation to Meet Client Goals

Positioning your clients assets for optimal wealth, a future commitment, or retirement sustainability is a goal that leaves many advisors wishing they could predict the future. Quantitative tools such as portfolio simulation allow them to establish a target path and periodically review potential success, resulting in a better chance of achieving the clients' desired goals. [...]

By |2017-04-20T18:13:36-04:00November 15th, 2016|Windham Webinar Series|