Understanding Portfolio Construction

In this session, experts will discuss portfolio construction, and the importance of including both private and public market investments. Experts will discuss the key asset classes in both public and private markets, their risk/return characteristics, and the importance of portfolio diversification. Experts will provide a historical perspective of various asset classes, and how investing in multiple asset classes may affect or impact an overall asset allocation. Key indices will be discussed, and data driven charting techniques will be considered as advisors learn how to blend various portfolios to optimize outcomes.