Sep 16, 2021
Episode 12: Baird. A Market Strategist’s Guide to the 21st Century Ft. Michael Antonelli
Play • 34 min

In the latest installment of CXO, we are joined by Michael Antonelli, Managing Director, Market Strategist at Baird. Michael and many others in his position have long argued that the 60/40 portfolio is a relic of the past, with the forward return expectations being the lowest they have been in decades. What’s next? As portfolios evolve, investor behaviors may too – how does the wealth management community keep up with the times? 

Hear Michael's views on:

  • Risk-taking, risk-seeking, the difference between these two things.Setting asset allocation as ‘the guiding principle of good wealth management’.
  • Crafting portfolios that bring clients to the conversation.
  • Debunking myths about millennials, as the largest investing generation alive approaches their prime.
  • Championing ‘edutainment,’ style, and personality in the world of finance.

Follow Baird: Twitter, LinkedIn

Follow Michael Antonelli: Twitter, LinkedIn

Follow CAIS: LinkedIn, Twitter, Facebook

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