Customized Asset Allocation and Implementation for Private Clients II

Adapting academic theories to the more challenging tasks of managing private money, Jarrod Wilcox, CFA, will provide a practical framework for lifetime-investing. This approach is flexible enough to deal with differences in both the age and financial resources that exist over the wide range of clients that advisors typically see in their practices. Using this framework, Jarrod will develop strategic asset allocation mixes for high-networth clients and explore issues associated with both longevity risk and the dynamic adjustments that may be required by changes in financial circumstance such as have been experienced in the last several years.

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Speaker

Jarrod W. Wilcox, CFA, is president of Wilcox Investment, Inc. Previously, he served as director of overseas products and currency and as director of advanced products at PanAgora Asset Management. Additionally, Dr. Wilcox served as assistant professor at the Sloan School of Management at Massachusetts Institute of Technology. He is the author of Investing by the Numbers and coauthor of Investment Management for Taxable Private Investors, published by the Research Foundation of CFA Institute in 2006. Dr. Wilcox holds an SB, an SM, and a PhD from the Sloan School of Management at Massachusetts Institute of Technology.

This information is accurate as of the date of recording.