The Portfolio for the Future

Please join CFA Cleveland and CAIA for our first event of the fall programming season. Join us in person at Music Box Supper Club in The Flats for a panel discussion on The Portfolio of the Future

A networking reception with follow with CAIA and CFA Cleveland Members and peers. We hope to see you there! In person event!

As always, non-Members welcome!

The Portfolio for the Future

The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.

Panel Participants

Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ at CAIA Association

Anna Rathbun, CFA, CAIA, Chief Investment Officer at CBIZ Investment Advisory Services

Ben Sayer, CFA, MAI Capital Management, Director Alternative Investments

The event has a capacity. Space is limited and registration is on a first-come, first-served basis

Host or Publisher CFA Society Cleveland