Program Description: Making asset allocation decisions in a complex investment ecosystem requires a global perspective and a strategic discipline that accounts for a wide range of possible outcomes. In this session, you will hear an asset allocation investment professional describe how he and his team are currently positioning their $300 billion in assets, comment on global investment themes, and discuss views on market consensus with a balanced perspective on possible upside and downside scenarios.
Speaker's Bio: Darrell Riley is a Portfolio Strategist with the Multi Asset Division, the group responsible for managing over $300 billion in multi asset strategies. T. Rowe Price was established in 1937 whose sole focus is investment management. It is a globally diversified organization with over $1 trillion of assets under management. The portfolio management teams average 22 years of experience and 17 years of tenure with T. Rowe Price. For the 10 year period ending September 30, 2018, over 80% of its funds with a 10 year track record outperformed their 10 year Lipper peer group average.
Darrell Riley is a vice president of T. Rowe Price Group, Inc. He joined T. Rowe Price in 1997 as an investment analyst in the Equity Research Group, covering medical technology, hospital supply, and specialty pharmaceutical companies. Prior to joining the firm, Darrell was an analyst at the investment management firm of Sanford C. Bernstein & Co., Inc., in New York. Darrell has a B.S. in psychobiology, with highest honors, from the University of California at Los Angeles and an M.B.A. in finance, marketing, and statistics from the University of Chicago.
Meeting Agenda:
12:00 pm - 12:15 pm - Chapter and Sponsor Announcements 12:15 pm - 1:30 pm - Presentation and Q & A 1:30 pm - Program Closes
Online registration closes at midnight, January 6, 2019.
*This topic has been approved by the CFP Board for 1.5 hours of CE credit.
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