Join your fellow members and hear from our guest speakers Libby Newman and David Matesic who will discuss ‘Rethinking Core/Satellite: Has the game changed?’.

In a world of evolving markets and rising client expectations, portfolio construction needs more than just theory – it needs precision, efficiency, and adaptability. This session dives into the enduring value of Core/Satellite investing, exploring how robust portfolio design can streamline your business and deliver reliability to clients.

We’ll unpack long-term performance across major asset classes, dissect strategic vs. tactical allocation, and reveal how blending active management with indexing can cut costs, reduce volatility, and boost tax efficiency. Whether you’re a believer or a skeptic, this session will challenge your thinking and sharpen your approach.
 Register for the event.