De-Risk Your Portfolio: Go Global!

Tue, Dec 7 12:00 PM - 1:00 PM EST

Hosted by online Tue, Dec 7 12:00 PM - 1:00 PM EST

This Jam Session looks at constructing a global asset allocation strategy to fit an investor’s appetite for investment risk. It provides an overview of a core-satellite strategy for individual investors and discusses the impact to an investor’s portfolio of becoming a global investor.

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Investors tend to focus nearly exclusively on investment opportunities in their local country. Letting go of geographic constraints and taking positions in the best companies globally is the future of investing. Rather than investing in the best US companies or the best non-US companies, a global portfolio has the ability to offer investors the best of the best.

This session looks at constructing a global asset allocation strategy to fit an investor’s appetite for investment risk. It provides an overview of a core-satellite strategy for individual investors and discusses the impact to an investor’s portfolio of becoming a global investor.

Topics include:

• How a global investment strategy can enhance investment performance opportunities
• How portfolio volatility could be reduced through global diversification
• Common mistake investors make when trying to build a global portfolio
• Impact of geopolitics and different government structures on nations
• The role of emerging markets

About the Presenter:

Jacqueline Maduneme is the Chief Executive Officer and Founder of Pointed Arrows, LLC, an independent publishing company specialized in publishing fiction and non-fiction books that highlight cultural and social issues, and MyfiAdvisor, a web-based financial planning and wealth management application, to educate investors and help them take control of their financial future. Both companies will be launched in 2011.

With over 15 years of experience in international and domestic tax planning and structuring, investment products/strategies, and risk management, Jacqueline advises clients on tax planning/structuring and portfolio risk management issues. She has worked for Citigroup, PricewaterhouseCoopers, the law firm of Cadwalader, Wickersham and Taft, and the Teachers’ Retirement System of Louisiana.

A tax attorney, CFA charterholder, CAIA charterholder and CPA, Jacqueline received an LL.M. in International Taxation from NYU School of Law in New York, New York, a J.D. from Loyola University School of Law in New Orleans, Louisiana, and a B.S. in Accounting from Southern University A&M in Baton Rouge, Louisiana. She is affiliated with the CFA Institute, New York Society of Security Analyst’s Private Wealth Management and Alternative Investment Committees, the CAIA Association, 100 Women in Hedge Funds and 85 Broads.

Jacqueline is also a writer. Her first book, Ada’s Daughter, a coming of age memoir about hope and her journey from Nigeria to the U.S. is due out in March, and her second book on Financial Planning is due out in the summer of 2011. Jacqueline is strongly committed to connecting with and educating investors on investment strategies and the wealth management process, transforming the complicated realm of financial products and services into a vibrant and logical landscape.

<b<To register for this Jam Session:

1.Go to: https://85broads.webex.com/85broads/onstage/g.php?t=a&d=683433093

2. Click “Register.”

3. Enter your information on the registration form and then click “Submit.”

Once we approve your registrations, you will receive a confirmation email message with instructions on how to join the session.

Participants can be located anywhere in the world. To fully participate in these online events, you will need a high-speed internet connection, a computer, and computer speakers/phone headset to listen in.

The Jam Session is limited to 200 participants. There is no cost for Subscribing Members of 85 Broads to participate.

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