Wealth Management Series: Beyond MPT - Asset Allocation/Asset Class/Risk Mgmt
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5/11/2017
When: Thursday, May 11
From 4:30pm until 7:00pm
Where: JP Morgan Asset Management
560 Mission Street
20th Floor
San Francisco 94103
United States
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Beyond MPT: Outcome-Based Investing

A Fireside Chat with Kristi Kuechler, President, FOX Private Investor Center, Family Office Exchange and Jeffery Coyle, Founder & CIO, Monograph Wealth Advisors. This session will discuss many of the challenges of Modern Portfolio Theory and the continuing move away from a single-portfolio asset allocation by asset class, by both institutions and private investors. The presenters will explore a new way of integrating planning and wealth management, to focus on improving outcomes, by creating portfolios based on specific investor goals.

 

Speakers:

Jeffery Coyle is the founder and Chief Investment Officer of Monograph Wealth Advisors and Libretto. Libretto is a software as a service (SAAS) company focused on delivering digital advice systems and resources to aide advisors in managing complex wealth. Monograph was founded in late 2014 and delivers tailored investment and wealth management solutions to ultra-affluent private clients within a flexible Wealth Strategist model. This model takes a comprehensive and multi-generational approach to planning and portfolio construction. It also establishes a business process that allows families to streamline and integrate the contributions of their professional advisors including the disciplines of estate planning, tax, insurance, private business operations and other non-financial contributors such as philanthropy and life-style services. 

He is a frequent speaker at industry conferences and university graduate. He holds a B.A. in History with an emphasis in Business administration from the University of California. Los Angeles. programs.  Additionally, Jeff has consulted on economic projects catering to key branches of the federal government and intelligence community.

 

Kristi KuechlerKristi Kuechler is the President of the FOX Private Investor Center, overseeing the investor membership and investment-related content for Family Office Exchange.  Kristi has opened the West Coast office for FOX and is based in San Francisco. 

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.

Kristi has a bachelor’s degree from University of California-Davis, and a masters in educational policy from Stanford University. 


 

Agenda: 

4:30pm - 5:15pm - Reception/Networking (Light appetizers, beer/wine provided)

5:15pm - 6:30pm - Introductions and Fireside Chat

6:30pm - 6:45pm - Audience Q/A

6:45pm - 7:00pm - Networking/Close

 

 


 

 

 

 

 

 

 

Continuing Education:
This event qualifies for 1 hour of continuing education credit for CFA Charterholders

Cancellation Policy
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.