Private Wealth Management Summit September 2019
Laura Mattia, PhD, MBA, CFP
Partner | Stonegate Wealth Management
Speaker Presentation
Navigating the Global Marketplace in an Era of Heightened Volatility
Investing internationally has been one strategy adopted by wealth managers to manage risk and diversify portfolios. While many have enjoyed successful returns on their domestic and global investments, these returns are now being threatened due to increased market volatility. Join us for timely discussion on:
• Global uncertainty and strategies for reducing portfolio vulnerability
• Lessons we can learn based on historical events
• Tried and tested strategies to better manage volatility and its impact on your portfolio
Speaker Bio
Laura Mattia, PhD, MBA, CFP is a professor, researcher, author and adviser. Her financial expertise is a unique combination of advanced financial degrees and certifications and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies and Wall Street firms; as a Wealth Manager/Owner for individuals preparing for retirement, and as a Finance Professor at universities.
Speaker Presentation
Navigating the Global Marketplace in an Era of Heightened Volatility
Investing internationally has been one strategy adopted by wealth managers to manage risk and diversify portfolios. While many have enjoyed successful returns on their domestic and global investments, these returns are now being threatened due to increased market volatility. Join us for timely discussion on:
• Global uncertainty and strategies for reducing portfolio vulnerability
• Lessons we can learn based on historical events
• Tried and tested strategies to better manage volatility and its impact on your portfolio
Speaker Bio
Laura Mattia, PhD, MBA, CFP is a professor, researcher, author and adviser. Her financial expertise is a unique combination of advanced financial degrees and certifications and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies and Wall Street firms; as a Wealth Manager/Owner for individuals preparing for retirement, and as a Finance Professor at universities.