2021 Market Outlook: Portfolio Construction, Investment Strategies, and Cryptocurrency Trends
The investment world evolves every day, and as advisors, we’re challenged to construct portfolios that keep our clients’ best interests in mind while aligning them with trends. Whether to opt for an offensive or defensive approach, when to use active or passive investing, and how to diversify your portfolio are some of the growing concerns throughout the industry today. With the COVID-19 pandemic continuing to impact markets and a new administration in the White House, these questions are harder to answer than ever before.
Join us for a market outlook discussion covering portfolio construction and management tactics, investment themes under the new administration, the role of alternative investments, and more. We’ll also dig into the advancement of cryptocurrencies as investments and payment methods with our panel of experts.
Robert Mayes, Chief Executive Officer at Keel Point
Moderator - CEO and a founding partner of BlueCreek Investment Partners, Mayes joined Keel Point through the BlueCreek/Keel Point merger. During his 20 years with the firm, he also worked as a Portfolio Manager and Branch Officer from 1996 to 1999. Robert began his career in financial planning and asset management with Merrill Lynch in 1982.
Steve Skancke, Chief Economic Advisor at Keel Point
Expert Panelist - Before joining Keel Point, Skancke spent 24 years at G.W. William Miller & Company, a D.C. – based private merchant-banking firm, advising U.S. and international individual, institutional, and government clients with liquid portfolios of $50 million to $5 billion. Steve also served on the White House National Security Council staff and economic policy team and at the U.S. Treasury during the Nixon, Ford, Carter, and Reagan administrations.
Lyle Minton, Chief Investment Officer at Keel Point
Expert Panelist - Before joining Keel Point in 2013, Lyle was a Founding Member and Chief Investment Officer of Point Clear Capital Management, where he managed a global macro hedge fund. Lyle has over 25 years of experience in capital markets, trading various cash and derivative markets across asset classes. He has also published articles in Risk and Canadian Derivative Strategy.
Phil Camporeale, Portfolio Manager at J.P. Morgan
Expert Panelist - Phil Camporeale is a Portfolio Manager in the Multi-Asset Solutions division at J.P. Morgan. He has over 20 years of experience as a portfolio manager, all of which have been with J.P. Morgan. Phil has often appeared as a commentator on CNBC and Bloomberg.