Time in the Market > Timing the Market: A Masterclass with Deutsche Bank Portfolio Manager on Portfolio Construction
We are thrilled to bring the Kiro community an exclusive opportunity to cut through the noise. Mark Freudenthal, a Discretionary Portfolio Manager at Deutsche Bank with over 25 years of global experience, will lead a deep dive into the art and science of portfolio construction. Mark usually advises high-net-worth families on navigating complex global landscapes—now, he’s sharing those same institutional-grade strategies with us.
Markets feel especially confusing and unpredictable right now. Everywhere you look, there are headlines about AI concentration in the S&P 500, shifting political policies, and economic uncertainty. With the current landscape and global market swings, many people are wondering if they are overexposed, underinvested, or just overthinking their entire strategy.
This live expert session is a deep dive into portfolio construction exclusively for the Kiro Money community. The session is focused on building a strategy that works for you and your goals.
The session will be led by Mark Freudenthal, a Discretionary Portfolio Manager at Deutsche Bank with more than 25 years of experience across global and emerging markets. Mark advises high-net-worth families on asset allocation and long-term investment strategy, specifically navigating the complex intersection of global economics and shifting political landscapes. He is a CFA charterholder with formal training in impact investing, bringing a steady and practical perspective to today's complicated market environment.
Alisha Chowdhury, founder of Kiro Money and former investor at Vanguard and Fidelity, will join Mark to help translate professional portfolio strategies into jargon-free straight talk for everyday investors. This is a judgment-free space to learn, ask questions, and get clarity regardless of your prior investing experience.
We will cover:
What makes up a portfolio: Defining the fundamentals
Main asset classes: Identifying what is available to you
Asset allocation by asset class: How to structure your mix
Risk level by asset class: Evaluating risk in today's environment
Passive asset allocation: Understanding the hands-off approach
Diversification: Why it matters now more than ever
Time in the market, not timing the market: Why consistency wins
Betting vs. Investing: Why do we invest in the first place?
This session is purely educational, beginner-friendly, and designed to help you build a setup that fits your unique life goals. There is no stock picking, no market timing, and no pressure to overhaul your finances overnight.
There will be plenty of time for a live Q&A with Mark and Alisha at the end. A replay will be shared with everyone who registers.
Please note this event will be recorded and may be shared afterward. By registering, you are opting in to be added to Kiro's mailing list, but you can always unsubscribe if we're not the right fit for you!