Markets have, as shown in recent years, moved in the same direction – raising the question as to whether traditional ways of diversifying a portfolio and reducing overall correlations work any longer, assuming they ever did in the first place. In the medium term, diversification still makes sense, but even in this sort of time-frame, there is a need for investors to re-visit assumptions and look for new ways to spread risk. This panel aims to explore the “Holy Grail” of uncorrelated returns and hopes to provide an opportunity to delve deeper into a topic right at the heart of wealth management.


08.15 – 09.00 Registration and refreshments 09.00 – 10.30 Panel session and Q&A 10.30 – 11.00 Networking


Date and Time

Date: Tuesday 13th December - 2016
Time: 8:15 am – 11:00 am


The University Club – New York

Address: The University Club of New York, One West 54th Street, New York, NY 10019

About our Sponsors


Speakers’ Chair

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]


Christopher Whalen


Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage […]

Dennis Moon

Managing Director, Head of Specialty Asset Management Group

U.S.Trust, Bank of America Private Wealth Management

Dennis Moon is a managing director and the head of Specialty Asset Management Group at US Trust, Bank of America Private Wealth Management. In this role, Dennis is responsible for […]

John Loffredo

Executive Managing Director, Co-Head of MacKay Municipal Managers

MacKay Shields

John Loffredo joined MacKay Shields in July 2009 when the firm acquired the assets of Mariner Municipal Managers. He was the chairman and co-founder of Mariner Municipal Managers from 2007 […]

Joseph H. Morgart

Client Portfolio Manager, Alternative Investments

Pioneer Investments

Joseph Morgart serves as client portfolio manager for alternative investments at Pioneer Investments. Prior to joining Pioneer, Joseph was a senior vice president at Pyramis Global Advisors, where he focused […]

Scott Welch

Chief Investment Officer

Dynasty Financial Partners

Scott Welch is the chief investment officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making […]