Webinars 2018-06-07T12:14:28+00:00

Windham Webinars

Past Webinars

Asset Allocation and Factor Investing featuring Mark Kritzman

April 30th, 2018|Tags: |

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 now a growing constituency of investors is looking to factors as the building blocks of portfolios. Those who choose to [...]

Investment Challenges in Rising Rate Environments

March 19th, 2018|Tags: |

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 over time, there is good reason to suspect that this may not be the case going forward; as we will [...]

Measuring Downside Risk in 2018

January 24th, 2018|Tags: |

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 historical returns that are better at characterizing periods in which losses occur. He showed us how, using this approach this [...]

Asset Allocation for Specific Client Goals

January 18th, 2018|Tags: |

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 methods and best practices for the portfolio construction and evaluation process. We also covered risk and return estimation, mean-variance optimization [...]

Asset Allocation in Taxable Portfolios

September 7th, 2017|Tags: |

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 Best practices for tax-loss harvesting and navigating the wash-sale rule ACCESS THE PRESENTATION DECK ON SLIDESHARE   DOWNLOAD RECORDING [...]

Goals-based Planning Under the New DOL Rule

June 13th, 2017|Tags: |

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 the wealth management landscape Overview of the DOL Rule Benefits of a goals-based wealth management framework RECORDING AVAILABLE   [...]

Portfolio Construction and Evaluation

April 10th, 2017|Tags: |

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 Webinar Highlights • Explore portfolio construction and evaluation methods and best practices • Estimate risk and return [...]

Diversifying Away Equity Exposure

March 14th, 2017|Tags: |

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 mitigating strategies RECORDING AVAILABLE CHECK OUT THE DECK ON SLIDESHARE   [...]

Beyond the Equity Risk Premia

January 26th, 2017|Tags: |

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 portfolio Expanding beyond just equity risk premia How to balance equity exposure with alternative risk premia RECORDING AVAILABLE [...]

Portfolio Simulation to Meet Client Goals

November 15th, 2016|Tags: |

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. In this webinar, Windham Senior Investment Associate Benjamin Eischen reviewed multiple types of portfolio simulation and how to apply them to determine [...]