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Investment Masterminds

Designing Portfolios for Today’s Investor

An Investment Masterminds Panel Discussion

With special guests: 
 

Aneet Deshpande
CIO of Clearstead
 

Jon Robinson
CEO and Co-Founder of Blueprint Investment Partners 
 

Leigh Cook
Senior Investment Strategist of Freedom Street at Steward Partners

As the industry has evolved, so have the strategies to offer investors portfolio design that best suits their short and long-term goals.
 

Discover how portfolio design is adapting to meet investor needs in this Investment Masterminds expert panel discussion.
 

In this episode, we will cover:
 

  • How to balance customization with scalability
  • The challenges of benchmarking
  • The role of traditional and less-traditional investments

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