Webinars2018-06-07T12:14:28+00:00

Windham Webinars

Past Webinars

Old vs. New Wealth Management featuring special guest Jerry Michael, CEO of Smartleaf

October 1st, 2018|

On Tuesday, October 16th we were joined by a special guest, Jerry Michael of Smartleaf. In this webinar, we explored the massive changes in the wealth management landscape as well as the forces driving them. WEBINAR HIGHLIGHTS: How the core value proposition of wealth management has evolved Security selection and asset allocation in the current landscape The modernization of wealth management processes: Rebalancing portfolios Customization Tax management Old vs. New Wealth Management Tuesday, October 16th at 1:30PM ACCESS THE [...]

Asset Allocation for Family Offices – Registration Open!

September 7th, 2018|

Asset Allocation for Family Offices Wednesday, October 17th at 2PM EST The challenges and responsibilities of family offices are unique to those of other investors. When working closely with high-net-worth individuals on not only investment practices, but often managing other aspects of their estate as well, it is critical to maintain their confidence and trust. In regards to managing their wealth, client trust has a direct relationship with portfolio risk and performance. Join us Wednesday, [...]

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   [...]