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Practice Management
RIA portfolio insights: Positioning for volatility, inflation and recession
William Ford
HNW Portfolio Specialist
Jeff Malbasa
Vice President, Division Manager
July 18, 2022

Video: RIA portfolio insights: Positioning for volatility, inflation and recession


Capital Group’s Will Ford, high net worth (HNW) portfolio specialist, and Jeff Malbasa, relationship manager, discuss key industry shifts in portfolios and focus on dividend opportunities in today’s market:
 

  • The latest on RIA industry flows and portfolio asset allocation shifts
  • How dividends are being overlooked in the fight against inflation
  • Uncovering global dividend opportunities in an uncertain market


 

William Ford is a HNW portfolio specialist at Capital Group. He has 13 years of industry experience, all with Capital Group. Will began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree in English from Williams College. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations. Will is based in New York.

Jeff Malbasa is a division manager at Capital Group, home of American Funds. He has 20 years of industry experience and has been with Capital Group for six years. 

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