Addressing Income Scarcity in a Near-0%-Rate World

BCOP Virtual Discussion: “Addressing Income Scarcity in a Near-0%-Rate World” – Keynote Speaker from Liquid Strategies, Justin Boller, CFA, Director of Portfolio Strategy. Zoom ID 976 8569 4367

Please join us for our next Members-only virtual discussion via Zoom on September 29, 4:00 to 5:00 pm. We are pleased to welcome keynote speaker from Liquid Strategies, Justin Boller, CFA and Director of Portfolio Strategy, with the topic Addressing Income Scarcity in a Near-0%-Rate World. The yield on the standard 60/40 portfolio has decreased significantly to all-time lows, creating scarce income potential from traditional stocks and bonds. This primer will examine what strategies advisors can use to address enhanced income without significantly impacting the risk profile of the investment allocation. Justin will discuss Liquid Strategies’ unique investment approach that offers an effective way to take on low yields and help investors reach their goals. The approach can help with income challenges by addressing multiple taskmasters: 1.Risk management (low correlation, improved Sharpe ratios without excess risk) 2. Yield/income (tax-advantaged) 3. Capital appreciation (alpha participation) 4. Consistency (higher batting averages than factors, passive and active alone).

Our speaker, Justin Boller, CFA, has been in the investment industry for nearly 20 years, serving in such roles as Director of Strategic Planning for Invesco, CIO for Advocacy Wealth Management, and currently as Director of Portfolio Strategy with Liquid Strategies.

Our moderator will be BCOP member, Dr. Jonathan Scott, PhD, Professor of Finance and Department Chair, Temple University Fox School of Business.

This is a free event, open to all members of The Bond Club of Philadelphia. Kindly register below so we may have an accurate headcount.
Sincerely,

The Board of Governors