MMI Webinar: Forward Looking, Historically Aware: Reviewing the SMArtX Long-Term Outlook
November 07, 2024
11:00 AM ET
In conjunction with
Complimentary admission
Open to non-members
Press TBA
The MMI Webinar: Forward Looking, Historically Aware: Reviewing the SMArtX Long-Term Outlook is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event if credits are approved.
Overview
Join SMArtX's Executive Vice President of Strategic Relationships, Dave Robinson, and Chief Investment Officer, Dan Phillips, as they review their firm's "forward looking, historically aware" approach to formulating capital market assumptions for the next decade.
In this webinar, Dave and Dan will discuss the SMArtX forward-looking themes -- Conflicted Growth, Geopolicy Trilemma and Investment Redeploy -- and how they will impact the historical relationships between asset classes and their return drivers.
Dan will also review the long-term capital market assumptions found in the 2025 Edition of the SMArtX Long Term Outlook and what they mean for constructing efficiently allocated investment portfolios.
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Introduction
Joan Lensing
Executive Vice President
Chief Programming Officer
MMI
Speakers
Daniel Phillips, CFA
Chief Investment Officer
SMArtX Advisory Solutions
Dave Robinson
Head of Strategic Relationships
SMArtX Advisory Solutions
Contact
