Jordan Kaufman (CIO) Speaks at NJ Investment Management Intersect Conference

Chief Investment Officer, Jordan Kaufman, CFA, CFP was invited to speak at the New Jersey Investment Management intersect Conference on Thursday, July 18th. Jordan covered the following topics:

Asset Allocation: Achieving the Optimal Mix

• Navigating an increasing exposure to alts (alternative investments).
• The role of private credit for borrowers and investors.
• Opportunities in private equity and venture capital going forward.
• Examining the "Magnificent Seven" dynamic - are the tech giants starting to resemble the "Nifty Fifty" of the 1970's or the early 2000s Dot-Com Bubble?

See Jordan's 5 takeaways from the day below:
"There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all head strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about!

There is no one “right” way to do things; there is more than one way to make money out there! I didn’t agree with every approach I heard at the conference, but I felt that they were all well thought out and competent approaches to how to manage money. The real trick is finding the one that makes the most sense for you.

Reducing risk (in the form of volatility) continues to be a key theme in the industry. Many of the presentations focused on how to dampen volatility and source returns from somewhere other than traditional market beta (exposure).

There isn’t a lot of “whistling past the graveyard” in the industry! Back in the financial crisis, the financial industry caught a lot of flack for not properly assessing risk and identifying where it might be hiding in the shadows. I sensed from the conference that the industry has a healthy appreciation for risk, and continues to evolve how it thinks about it.

The general quality of professionals in the financial industry continues to improve! I was very impressed by the sophistication and quality of attendees. It has been a difficult industry since the financial crisis, and they say only the strong survive…..toast to the strong!"