Balancing Act: Asset Allocation for a Diversified Portfolio
Date & Time
Tuesday, September 19, 2023, 12:00 PM - 12:45 PM
David Tien John Harvey Christian Hensley Keith MacIsaac Brennan Basnicki

Many investors are questioning the 60/40 model in this volatile market, and are rebalancing their portfolios with alternatives for diversification and hopes of higher yield. As alternative asset allocation increases, which assets are optimal and where are the emerging opportunities? This panel will explore how investors are reallocating their portfolios to strike the balance between risk and reward.

Moderator: Keith MacIsaac, Senior Specialist – Capital Markets Risk, Canada Mortgage and Housing Corporation

Christian Hensley, Senior Managing Director, Equities and Credit, IMCO
John Harvey, Manager, Investments, Nunavut Trust
David Tien, Managing Director, Active Portfolio Design, Total Fund Management, CPP Investments

Brennan Basnicki, Partner & Product Specialist, Auspice Capital Advisors