Professional Advisor Seminar: Reassessing Asset Allocation

Join The San Francisco Foundation for a panel discussion examining how advisors and investors are reassessing the theories underlying their asset allocation and portfolio construction.

Discussion questions will include:

• How have client portfolios changed in the past year?
• What is the relevance of modern portfolio theory to the construction of client portfolios?
• Can investors' goals for diversification and less correlated returns be achieved without alternatives?
• How has the past year changed the “prudent investor” rules?
• How should nonprofits change or reassess their thinking about diversification and portfolios?

Moderator:
Kristi Kuechler, Senior Managing Director, Institute for Private Investors

Panelists:
John Buoymaster, President, Hall Capital Partners, LLC
Jeffery Coyle, Managing Partner, Waterline Partners, LLC
Howie Pearson, Development Legal Counsel, Stanford University 

RSVP:
Call 415.733.8590

Please request any specific accessibility needs or other accommodations when you register, by Wednesday, November 11.

When:
Monday, November 16, 2009
12 noon – 1:30 p.m.

Where:
The City Club of San Francisco
155 Sansome Street, 11th Floor

Continuing education credit for attorneys and CPAs.
Credit pending for CFPs and CTFAs.