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Global Conference 2011 | New Risk Management Strategies

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Panel Detail:

Wednesday, May 4, 2011
2:30 PM - 3:45 PM

New Risk Management Strategies

View Slide Presentation

Speakers:

Jim Lenz, Chief Credit and Risk Officer, Wells Fargo Advisors

John Moninger, Executive Vice President, Advisory and Brokerage Consulting Services, LPL Financial

David Morton, Chief Research Officer and Co-Chief Investment Officer, Foxhall Capital Management

Colbert Narcisse, Chief Operating Officer, Global Investment Strategies and Solutions Group, Morgan Stanley Smith Barney

Moderator:

Jon Najarian, Co-Founder, optionMonster.com

The market volatility of the past few years has given the financial services community an urgent new focus on risk management. From the home office to the end product, risk management is having a profound influence on the industry's structure as well as the solutions provided to clients. The institutionalization of risk management is resulting in the application of strategy mitigation tactics across the financial services spectrum. Major firms now look beyond diversification in favor of alternative investments and customized and structured solutions as the preferred tools for managing risk. In this panel, we will discuss how the major providers of wealth advice are not only implementing structural risk management practices at the firm level but also in their clients' portfolios.


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