WELCOME FPA WNY MEMBERS & GUESTS!
Topic: Model Behavior - Hidden Risks Undermining Portfolio Performance
Speaker: Matt Abatecola, CFA
American Century
Vice President, Regional Wealth Management Consultant
This program will provide an overview of five hidden risks undermining portfolio performance identified through the analysis of Jeremy Deering, CFA and Brent Evans, CFA, directors of portfolio construction at American Century. The presentation will include how to identify these risks in client portfolios and potential solutions to improve client outcomes.
Doors open at 11:30 AM
Lunch will be served at 11:40 AM
Program Starts at NOON!
This program has been submitted for 1 CFP CE Credit
This meeting is sponsored by our Annual Gold Sponsor -American Century Investments
We look forward to seeing you on October 12th!