The Next Era For Personalized Portfolio Construction and Global Asset Allocation
Welcome to Lumen R4A!
A revolutionary approach to wealth management and portfolio construction.
Topics to be discussed:
How do we build portfolios, and what kind?
How we can precisely tailor investment objectives to investment solutions - no arbitrary asset allocation.
Build infinite investment combinations that match any mandates (from institutions to retail) and align with investors' goals and risks.
Rank global opportunities with one single valuation metric that is objective, unbiased, and forward-looking - not multiples.
Use advanced risk management that measures risk as permanent loss of capital and not volatility.
Join us and learn about R4A (Robo4Advisors), a digital investment system, that leverages data, technology, and cutting-edge valuation and portfolio construction tools to allocate global assets and precisely tailor investment solutions, increasing the probability of successful investment outcomes.
Lunch will be provided.
Thank you to Woodside Capital Partners for providing the space.
Agenda:
12:00pm-12:30pm Registration and lunch
12:30pm-1:30pm Luncheon Presentation and Demo
1:30pm-2:00pm Networking
Speakers:
Simon Nocera, Founder, Managing Partner and Chief Investment Officer, LGI
Marianne O, CFA, Co-Founder, Partner, and Portfolio Manager, LGI
The event is for wealth advisors, family offices, institutional investors, and private wealth individuals. Registration requires approval.
Space is limited, please register early.
The address will be shared upon registration.
About Lumen Global Investments (LGI):
Co-founded by veteran global fund managers Simon Nocera and Marianne O, San Francisco-based LGI leverages our unique valuation algorithm, best-in-class and enhanced portfolio construction system, data and technology, and decades of global market experience to create R4A, our digital investment solution. Visit www.lumenr4a.com.
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