Lessons from the Crash

Lessons from the Crash: Managing Risks to Maximize Returns and Hedge Against Inflation

Thursday, June 24 - 1:15 - 2:30 p.m.
Damon L. Whelchel, Kaspick & Company, LLC

This session begins with a review of market activity over the last 18-24 months and explores some of the issues that investors are grappling with today regarding strategic portfolio design. While the current market environment is a fluid one, we believe that effective manager selection is a critical skill in all market environments and provide an overview of the principles we apply for identifying managers to include in our portfolios.