Jordan Kaufman, CFA, CFP®’s Post

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Chief Investment Officer, Partner, Advisor at Green Ridge Wealth Planning

Had a great time at the New Jersey Investment Management Intersect Conference last Thursday! I want to thank my fellow panelists (Brian Carney, Chip Rosenthal, and Kevin Mahn) who tackled some tough questions around the optimal allocation mix and some of the changes and shifts we are seeing in the industry. I want to thank all the speakers and attendees for engaging in thoughtful and forward thinking discussions. During this fast pace and unique environment we find ourselves in, it was helpful to hear other Chief Investment Officer and professional perspectives on how to think about benchmarks, alternatives, and ideas for risk mitigation. I also want to thank David Hoffman for organizing and hosting! Great event! Below are my top 5 takeaways from the day: There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all head strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about! There is no one “right” way to do things; there is more than one way to make money out there! I didn’t agree with every approach I heard at the conference, but I felt that they were all well thought out and competent approaches to how to manage money. The real trick is finding the one that makes the most sense for you. Reducing risk (in the form of volatility) continues to be a key theme in the industry. Many of the presentations focused on how to dampen volatility and source returns from somewhere other than traditional market beta (exposure). There isn’t a lot of “whistling past the graveyard” in the industry! Back in the financial crisis, the financial industry caught a lot of flack for not properly assessing risk and identifying where it might be hiding in the shadows. I sensed from the conference that the industry has a healthy appreciation for risk, and continues to evolve how it thinks about it. The general quality of professionals in the financial industry continues to improve! I was very impressed by the sophistication and quality of attendees. It has been a difficult industry since the financial crisis, and they say only the strong survive…..toast to the strong! #finance #investments #financialadvisor #assetallocator #panel #panelist

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Kevin Entwistle, CFA, CFP®, CEPA®, CRPC®

Family Wealth Director I Global Sports & Entertainment Associate Director I Private Wealth Advisor at Morgan Stanley

3mo

Looking good Kauf! Non traditional risk adjusted returns, love it!

Matthew Kinzer

Helping RIAs and allocators add yield and alpha | Co-founder and Chief Relationship Officer @ Markin

3mo

Great conference and great panel, Jordan Kaufman, CFA, CFP®! Spot on. Risk management and avoiding large drawdowns has become increasingly important to clients, especially in these post financial crisis years.

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David M. Hoffman

Writer | Producer | CEO, Asset Allocator Institute

2mo

Hi Jordan, thanks for being a part of it!

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