Webinar
Model portfolios in today’s markets
SPEAKERS
Glenn Cagan
Solutions Analyst
Samir Mathur
Portfolio Solutions Committee Chairman

 


Join Capital Group portfolio manager Samir Mathur and analyst Glenn Cagan as they share their views and insights on: 

  • How we are thinking about models in today’s environment
  • Recent changes in model portfolios 
  • How we calibrate risk in models beyond traditional metrics
  • Tax-aware portfolios and their relevance today
Register

Event date: Thursday, November 9, 2023

 


Glenn Cagan is a solutions analyst with 13 years of industry experience (as of 12/31/22). He holds a bachelor's degree in business administration with a finance concentration from the University of Southern California. He also holds the Chartered Financial Analyst® designation.

 

Samir Mathur is a solutions portfolio manager with 32 years of industry experience and is chairman of Capital Group’s Portfolio Solutions Committee. He holds an MBA from University of California, Berkeley, a master’s degree in computer science from University of Southern California and a bachelor’s of technology degree from the Indian Institute of Technology, Delhi. Samir is based in New York.

Tag Collection
Webinar
Asset Allocation
Multi-Asset
Global Equities
International Equities
Taxes
Bonds

Model portfolios are only available through registered investment advisers.

SUPPORTING MATERIALS

Webinar presentation deck in PDF

Think beyond risk vs. return: Enhancing portfolio construction

Capital Group Model portfolios

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