Reimagine the 60/40 Portfolio

Lower future returns environment, coupled with a diminishing diversification benefit from bonds in a rising rate environment, presents an opportunity for investors to reimagine the 60/40 portfolio.

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Speakers
Reimagine the 60/40 Portfolio
David Armstrong
Editor In Chief, WealthManagement.com

David Armstrong is editor-in-chief and executive director of content for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.

Reimagine the 60/40 Portfolio
Nic Millikan
CFA, CAIA, Managing Director, Head of Investment Strategy

Nic brings over 18 years of experience in the financial services industry, having previously worked at firms including BlackRock and Salient. As Head of Investment Strategy, he is responsible for developing investment thought leadership to help drive industry-wide education on alternatives and insights into investing opportunities. Nic received his Bachelor’s degree with Distinction from Deakin University and his Master’s degree of Applied Finance from FINSIA, both located in Australia. Nic also holds both the CFA and CAIA charters.

Reimagine the 60/40 Portfolio
Reimagine the 60/40 Portfolio
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