Session Description

The portfolio losses that occurred during the Great Recession made it clear risk management practices were inadequate. Investors have become increasingly interested in outcomes and are beginning to drive a change in the conversation with advisors toward goals-based investing. A major question advisors face when building an investment strategy is, “Should I use passively or actively managed strategies?” If an advisor is going to adequately meet the changing needs of investors, you must be skilled in both asset allocation and manager selection — whether you fill the portfolio with passively or actively managed strategies. Learn ways to align your approach with an investor’s needs to remain focused on a goals-based or outcomes-oriented investment discussion.

Biography

John E. Coyne, III

John E. Coyne, III, is vice chairman at Brinker Capital. He has 34 years of industry experience and leads the company’s initiative to broaden distribution into new marketplaces. Previously, Coyne held investment advisory and sales positions at Butcher and Singer, Van Kampen, Morris Stone, Fidelity Leasing, and Mutual Benefit Capital Companies. He is a board member and executive committee member of the Money Management Institute, chairman emeritus and board member for the Philadelphia chapter of Teach for America, member of the Philadelphia chapter of the Financial Planning Association and chairman of the Board of Trustees at Mount St. Mary’s University.

Brinker Capital
1055 Westlakes Dr., Ste. 250
Berwyn, PA 19312 USA

Email: jcoyne@brinkercapital.com
Phone: 610-407-5502
Website: www.brinkercapital.com
Twitter: @BrinkerCapital

Alex Potts

Alex Potts is the president and chief executive officer of Loring Ward Group Inc., as well as president and chief executive office of the SA Funds – Investment Trust. Potts started the SA Funds – Investment Trust. He also founded Loring Ward Securities, Inc. (formerly Assante Capital Management Inc.) In addition, he also served as executive vice president and general manager of LWI Financial Inc. (formerly Assante Asset Management, Inc.) Potts earned a bachelor’s degree in economics from Santa Clara University. He also hold General Securities (Series 7) State Law (Series 63) and General Securities Principal (Series 24) licenses.

Loring Ward
10 Almaden Blvd., 15th Floor
San Jose, CA 95113 USA

Email: apotts@loringward.com
Phone: 408-260-3153
Website: www.loringward.com

(Moderator) Craig L. Israelsen, Ph.D.

Craig L. Israelsen, Ph.D., is the designer of the 7Twelve Portfolio and an executive-in-residence at Utah Valley University. He also taught at Brigham Young University and the University of Missouri. He writes monthly for Financial Planning and his research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes and other trade publications. His most recent book is titled “7Twelve: A Diversified Investment Portfolio with a Plan.”