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2023-02-14 Breakfast Meeting

"Balancing Your Portfolio"

Eileen Ward, MBA

Regional Vice President

LoCorr Funds

Speaker Bio:

Eileen Ward is a Regional Vice President for LoCorr Funds - one of the leading fund groups exclusively dedicated to providing low-correlating solutions to investment advisors and their clients. She has regional responsibility for the Mid-Atlantic territory which includes Delaware, Central & Eastern Pennsylvania, and Southern New Jersey. She works closely with financial advisors on all aspects of portfolio construction, asset allocation, and investment due diligence, providing them with investment ideas and the full breadth of LoCorr’s resources. She consults advisors in an effort to ensure her clients’ businesses thrive and their end-investors have a positive experience as capital market participants through any market cycle. She joins LoCorr from AB Bernstein in Philadelphia, where she was Vice President and Investment Advisor. Prior to that Eileen wholesaled for Goldman Sachs for 7 years covering the Midwest as well as Mid-Atlantic. During her time at GSAM she graduated from University of Chicago Booth School of Business with her MBA in Economics and Finance. Eileen began her financial services career in 2006 at Citi Smith Barney and JP Morgan and has also worked in logistics and the healthcare SaaS space in a business development capacity. Eileen received her Bachelors of Arts and Bachelor of Science from Miami University in History and Finance, respectively.

Course Description:

This session asks the question "Is Your 'Balanced' Portfolio Balanced?" If the answer is "No," you will discover several techniques to help you find a better balance.  Expected discussion topics include:

  • Running balanced portfolios

  • Using asset allocation as a core principle of your investment process

  • Allocating assets to build better diversification

  • Modernizing your asset allocation strategy

  • Adding low-correlating solutions to your portfolio

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  • Meeting is both in person and streamed via GoToMeeting.

  • Cost is $15 for members$30 for non-members (a 50% reduction from last year!)

  • Cost is free for 1st time attendees (see Guest Policy below)

  • Location:

  • NOTE: New Location!
    Lincoln Investment Planning, Suite 10201,
    10,000 Sagemore Dr., Marlton, NJ 08053

  • Schedule:

    •   8:00 am - Breakfast/Registration (in person)

    •   8:25 am - Sign-on (streaming)​

    •   8:30 am - Meeting

    • 10:30 am - Adjournment

Guest Policy:

Guests are welcome to attend our meetings during the 2022-23 year with the following rules:

  • 1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!

  • Subsequent meetings attended (In Person or Virtual)  -- Guest pays $30 non-member meeting registration fee at time of registration.

  • Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):

Questions?  Call us at 317-844-6268.

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