Monday, July 23, Currensee will be returning for our second consecutive year participating in the private wealth series event known as the Family Office & Private Wealth Management Forum. Opal Financial Group, an investment education association that coordinates investment conferences, will be organizing the event and what they have in the works should make for a very exciting three days. Attendees will be a mixture of Family offices, Private investors, money managers, and private wealth service providers.
After months of preparation, Currensee couldn’t be more excited to be in Newport for this series. Not only will we be working alongside some very successful heavy hitters in the investment industry, but we will also be interacting directly with those who benefit most from using our product; retail investors themselves. Having the opportunity to connect face-to-face with these individuals is a very exciting prospect. Being able to offer our investment solution to those seeking diversification with alternatives is of equal significance and something that will be very energizing for our company as a whole.
One of the biggest reasons we are so excited to be involved in this series is that we were able to secure our CEO, Dave Lemont, a spot as a panelist in two separate discussions. Drawing from his deep breadth of knowledge in alternatives, Dave will be contributing to engaging dialogue surrounding the topics of asset allocation for diversification, followed by utilizing alternatives for the best possible future returns.
The first talk Dave will partake in is “Asset Allocation: Constructing a Family Office Portfolio.” In it, he will contribute to topics covering new advancements in allocation methodologies, advantages of risk budgeting, balancing traditional and alternative investments, and risk management to combat market turbulence.
The next afternoon, Dave will pick it back up by participating in a panel discussion called “Investing in Alternatives.” Here, he will join three other speakers to discuss thematic material regarding the best performing alternative asset classes, why now is one of the better times to get your feet wet in alternatives, and where to find the best future returns in this particular investment landscape.
Being able to offer our knowledge and services to the well-versed attendees of an event of this caliber is really a milestone for us as a company. As one of the world’s most paramount symposiums geared towards high net worth individuals and family offices, this conference will be huge for us. The combination of interacting directly with investors interested in alternatives, having a product we are truly excited to share with them, and having the chance to hear our CEO contribute his insight along side such well revered investment industry professionals is a very big step for Currensee.
Newport, Rhode Island. – Coastalliving.com
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