Media Center

“It’s not the strongest of species that thrives, nor the most intelligent.
It is the one that is most adaptable to change.”

You know it’s true: we are living through one of the great Ages of Uncertainty. Times like these demand a new approaching to investing.

Join us to learn:

  • Why traditional portfolios are more vulnerable today than they’ve been in a generation.
  • How a unique mix of simple, proven techniques can drastically improve the chances of investor success.
  • How revolutionary asset allocation methods can maximize returns, manage downside shocks, and provide positive returns even during periods like the bursting Tech and Housing Bubbles.

CE Credits Webinars

Adaptive Strategies Designed to Thrive in Changing Environments: Strategies to Thrive During Inflation and Bear Markets

In this presentation on Asset TV, audience participants learn about the two major blind spots of the classic 60/40 investment portfolio, how passive investing typically fairs during periods of inflation and prolonged multi-year bear markets, the ideal type of multi-asset strategy for these two regimes, and how active multi-asset strategies can work to help investors create more robust portfolios for the new economic regime. This 60-minute webinar also includes a case study of a blended portfolio’s performance during various market environment to illustrate the theories being explained.

Stacking Returns Strategies for Overcoming a Low Return Environment

In this CE-credit eligible, one hour webinar, the experts from Newfound Research, ReSolve Asset Management and WisdomTree Asset Management will present new and compelling research that suggests capital efficiency -- maximizing the work every invested dollar does in a portfolio -- could be the key to unlocking a next-generation total return portfolio. You won't want to miss this provocative discussion.

ReSolve Masterclass - Long Horizon Investing

Welcome to ReSolve’s Masterclass (CE Credit) Edition where the principals at ReSolve Asset Management explore, from first principles, timeless investment wisdom that will help you maximize your long-term success. In an expansive sequence of focused lessons from goal setting, through the full investment opportunity set, to universal rules for portfolio construction and advanced alpha generation, Mike Philbrick, Adam Butler, and Rodrigo Gordillo, of ReSolve Asset Management Global, aim is to offer you a generalizable and coherent investment framework to revolutionize your approach to wealth creation and conservation.

Risk Parity: Antidote for Unbalanced Portfolios

The traditional 60/40 balanced portfolio is actually “unbalanced” because it is designed to flourish in a limited spectrum of economic environments characterized by growth, benign inflation and abundant liquidity conditions. Risk parity portfolios address this imbalance. In this webinar we show how to achieve Strong Returns and Downside Protection over the difficult upcoming decade by applying a World Class Diversification Method called Risk Parity.

Demystifying Risk Parity Through 90 Years of History

Is Risk Parity insidiously sowing the seeds of the next 1987-style market collapse?
The financial media seems to think so, and they’re not shy about it.  Which got us thinking: what does history have to say about Risk Parity?  We invite you to set aside your opinions and join us as we examine 90 years of Risk Parity history to separate fact from fiction.

This CE activity has been approved by FPSC® as meeting the minimum requirements for CE Approval as outlined within the FPSC Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC).

    You know it’s true: we are living through one of the great Ages of Uncertainty. Times like these demand a new approaching to investing.

    Join us to learn:

    • Why traditional portfolios are more vulnerable today than they’ve been in a generation.
    • How a unique mix of simple, proven techniques can drastically improve the chances of investor success.
    • How revolutionary asset allocation methods can maximize returns, manage downside shocks, and provide positive returns even during periods like the bursting Tech and Housing Bubbles.

    On-demand Webinars

    Portfolio Optimization Machine: How to Boost Performance Through Better Portfolio Construction

    In this exclusive webinar, ReSolve CIO Adam Butler presents a stepwise framework for investors to choose the most optimal way to form portfolios, as a direct expression of their beliefs and assumptions.

    Straight Talk on Factor-Based Investing

    Vanguard experts Antonio Picca, Frank Chism and Patrick Moore as they answer questions on factor methodology, strategies using factors, and more in this webinar.

    High Returns From Low Risk - A Remarkable Stock Market Paradox

    In this webinar, Pim van Vliet, one of the original exponents of conservative investing, proves that low-volatility portfolios beat high-volatility portfolios hands down, and shows you how to take advantage of this paradox to dramatically improve your returns.

    Portfolio Optimization When You Don’t Know The Future (Or The Past)

    Standard portfolio optimization techniques are often based on the impossible premise that investors can reasonably predict future returns with great precision. And as we know, portfolio optimization is highly sensitive to return inputs. In this session, Robert Carver, systematic trader, writer and research consultant addresses these and other fundamental issues of portfolio choice.

    Outsourced CIO: What You Need to Know

    In this important webinar, experienced consultant Dave Cantor presents alongside plan sponsor Chris Brockmeyer to share leading edge insights on how OCIOs can play a valuable role in the management of institutional portfolios.

    Managed Futures Trend Following: The Ultimate Diversifier

    In this ground-breaking online presentation Dr. Kathryn Kaminski, global authority on managed futures strategies, covers the role of convergent and divergent strategies, and introduce other important themes

    Asset Allocation: Fallacies, Challenges, and Solutions

    During this webinar Mark Kritzman, CEO of Windham Capital Management discusses a collection of stubbornly persistent fallacies including the notion that asset allocation explains more than 90 percent of performance, that time diversifies risk, that optimization is hypersensitive to estimation error, and that factors provide greater diversification than assets.

    Being Smart about Multi-asset Investing

    The greatest opportunities for active managers lie in the realm of asset allocation, not stock-picking. In this webinar, Nathan Faber, VP of Investment Strategies at Newfound Research, describes a 4-step process investors can use to build their own diversified multi-asset strategy given their unique objectives and beliefs.

    Thinking Differently About Diversification-A Factor Based Approach

    In this presentation, prolific financial author Larry Swedroe, Director of Research for BAM Advisor Services, lays out a valuable roadmap through the daunting landscape of factor-based investing using tools discussed in his new book, Your Complete Guide to Factor-Based Investing.

    What are Global Stock Market Valuations Saying?

    For US stocks to meet their return expectations over the next 10 years, valuations must rise to the highest they’ve been in history. What are the chances that this actually happens? And what does that mean for client portfolios? Listen Cambria Investments' Meb Faber for a look at market history, expected future returns, and ultimately, how valuation analysis can help you build a robust global portfolio.

    Demystifying Risk Parity Through 90 Years of History

    Is Risk Parity insidiously sowing the seeds of the next 1987-style market collapse?
    The financial media seems to think so, and they’re not shy about it.  Which got us thinking: what does history have to say about Risk Parity?  We invite you to set aside your opinions and join us as we examine 90 years of Risk Parity history to separate fact from fiction.

    Exposing the Active Risks of Passive Portfolios

    Many top minds in finance have shown that asset allocation is the primary determinant of long-term investment results. Others trumpet the virtues of passive management. Yet, many investors—and advisors—end up making unintended active bets in asset allocation—even when they think they’re investing passively. In this webinar we cover a logical framework for asset allocation that is consistent with the most basic principles of finance.

    Risk Parity: Antidote for Unbalanced Portfolios

    The traditional 60/40 balanced portfolio is actually “unbalanced” because it is designed to flourish in a limited spectrum of economic environments characterized by growth, benign inflation, and abundant liquidity conditions. Risk parity portfolios address this imbalance. In this webinar we show how to achieve Strong Returns and Downside Protection over the difficult upcoming decade by applying a World Class Diversification Method called Risk Parity.

    Adaptive Asset Allocation, a Dynamic Strategy for Good Times and Bad

    According to research from Morningstar and the Investment Company Institute, many unskilled investors are abandoning active stock selection in favor of active factor, sector, and asset allocation. In this environment, skilled investors have a greater opportunity to profit from active asset allocation than traditional security selection. In this webinar we provide an overview of active multi-asset “factor” strategies like Adaptive Asset Allocation.

    Skis and Bikes: Diversifying and Expanding Returns

    Skis and Bikes: Diversifying and Expanding Returns

    Shaun Wurzbach, Global Head of Financial Advisor Channel Management at S&P DJI interviews ReSolve’s President Michael Philbrick about expanding and diversifying returns by looking beyond home markets.

    ReSolve & S&P DJI’s Shaun Wurzbach

    ReSolve & S&P DJI’s Shaun Wurzbach

    An in-depth discussion on Adaptive Asset Allocation and how prioritizing diversification and using systematic factors like momentum can inform portfolio construction decisions.

    ReSolve at AAII Silicon Valley Chapter

    ReSolve at AAII Silicon Valley Chapter

    Adam Butler and Rodrigo Gordillo had the opportunity to speak to the Silicon Valley Chapter of the American Association of Individual Investors (AAII).

    ETF Report: Debunking the 60/40 split

    ETF Report: Debunking the 60/40 split

    Investors are often told that 60% stocks/40% bonds is a good mix for a balanced portfolio, but Mike Philbrick, President of ReSolve Asset Management isn’t buying it.