BOSTON, MA / ACCESS Newswire / June 5, 2025 / The Investments & Wealth Institute is proud to announce Focus on Advanced Portfolio Construction: Balancing Income, Alternatives, and Taxes, a one-day, in-person event designed for leading, client-focused financial professionals. The program will take place on June 11, 2025, at Loft on Two, One Financial Center, in Boston, MA.
This immersive workshop is designed to meet the growing demand for practical, evidence-based strategies to address portfolio construction challenges in today's volatile economic environment. With rising interest rates, unpredictable market cycles, and increasing client complexity, advisors need more than traditional tactics - they need advanced, adaptive strategies to deliver value.
This event will be especially relevant for Certified Investment Management Analyst® (CIMA®) certified professionals, offering advanced insights to build on their core competencies in investment analysis, portfolio construction, and risk management.
Attendees will gain deep insights into topics including:
Managing risk and allocation in uncertain times
Tax-efficient strategies using separately managed accounts (SMAs)
Customizing fixed income solutions for high-net-worth clients
The evolving opportunity set in private markets
Behavioral finance and advisor-client communication in volatile markets
The program will open with a keynote from Christopher Geczy, PhD, Founder and CIO of Forefront Analytics and longtime Wharton School faculty member. A recognized authority in investment strategy and financial research, Dr. Geczy brings decades of insight from academia and the private sector.
His session will address the key forces shaping today's investment landscape, offering actionable strategies to navigate volatility, communicate with clients, and apply behavioral finance in real time.
The program also features a session on ethical decision-making in wealth management, led by Sean Walters, CAE®, Chief Executive Officer of the Investments & Wealth Institute. Walters will spotlight the Institute's Code of Professional Responsibility and what high-net-worth clients expect from exceptional advisors.
"This program will deliver a powerful blend of technical depth and practical application for attendees," said Walters. "It's designed for financial professionals who are committed to excellence when serving their clients - and who recognize the importance of staying at the forefront of emerging trends in portfolio strategy and construction."
Participants can earn up to 7 Institute continuing education (CE) credits and 6 CFP® CE credits (pending approval), making it a high-impact opportunity for financial advisors, wealth managers, and other financial professionals.
Space is limited to the first 100 registrants.
For more details and registration information, visit: https://investmentsandwealth.org/financial-advisor-conferences-events/focus-series/2025/boston
Contact: Courtney Schubert
Title: Managing Director of Marketing and Membership
Email: cschubert@i-w.org
Phone: +1 303-850-3074
SOURCE: Investments & Wealth Institute
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