The J.P. Morgan Portfolio Insights team has the opportunity to speak with hundreds of financial advisors regarding portfolio construction and investment selection. In this session, our Portfolio Insights Specialist will share specific observations and themes as it relates to portfolio positioning in today’s environment.

We will also dive into the shift towards ETFs; discussing the evolution of the landscape and how advisors are incorporating these investments into portfolios. Lastly we will share considerations for portfolio positioning in the late economic cycle.

Application for continuing education has been filed with CFP Board.

Program Agenda (Subject to Change)
4:00 pm - Registration
4:15 pm - Program Begins
5:15 pm - Holiday Social Hosted by SS&C | Black Diamond

'Tis the Season to Rock that Holiday Sweater!
(Tie, coat, suit, reindeer antlers...whatever)

Along with the Forecast, we're holding our annual chapter meeting and celebrating the approaching holidays. So Rock that Holiday Sweater!

Parking Instructions and Building Access
Please park in the building 700 visitor lot in spots designated SSC TECH spots or any perimeter visitor spot. Guests should ride the passenger elevator to the 3rd floor. Download Campus Map