Last updated: May 30 2012
How you structure your investment portfolio will determine how well you sleep at night and no one knows that better than Scott Mackenzie, president of Morningstar Canada.
On Monday, Nov. 12, Mackenzie will take to the stage at Knowledge Bureau's Distinguished Advisor Conference (DAC) to discuss "Building portfolios to navigate post-crisis waters.î
"A well-constructed portfolio will take into account not only macro economic events but also individual economic events,î says Evelyn Jacks, president of Knowledge Bureau and founder of DAC. "A well-constructed portfolio will reflect your reaction to risk and meet your long-term needs, making it a crucial part of your wealth-management strategy.î
This year's DAC takes place Nov. 11-14 in Naples, Florida. Mackenzie, who has more than 20 years experience evaluating the performance of investments, joins a roster of knowledgeable and well-known speakers. (To view the preliminary agenda for the conference, click here.)
In his session, Mackenzie will examine current research around asset allocation and discuss how that applies to investment selection in an environment of ongoing financial crises, post-2008. Conference attendees will learn what works ó and what does not work ó in constructing a resilient portfolio.
"According to the World Economic Outlook,î adds Jacks, "the global recovery is threatened by intensifying strains in the euro area; growth prospects have dimmed and downside risks have escalated. That makes portfolio construction a crucial consideration.î
To register for DAC call 1-866-953-4769 or download a registration form and fax it to 1-866-953-4762.