Sub-Advisory Institute has made the decision to pivot their 2020 East Coast and West Coast Roundtables virtually this fall. Sessions will include audience polling, brief presentations from a select group of sub-advisors, breakout discussion groups, and gatekeeper-moderated Q&A.

Navigating Today’s Volatility: 11:30 AM -1:30 PM (EST) | Sept 22, 2020

Increasing volatility spikes, coupled with a capricious macro-economic environment, have created an uncertain backdrop for investors in 2020 and beyond. De-risking has become a hot topic, but there are a lot of ways to dial back risk in a portfolio. What are the different approaches investors are pursuing, what are the drivers, and what are the tradeoffs? Speakers will discuss a variety of strategies to de-risk portfolios and navigate volatility.

Generating Income In A Low-Rate World: 11:30 AM -1:30 PM (EST) | Sept 23, 2020

Investors are hard-pressed to identify income-producing asset classes in today’s low-rate world. Clearly, traditional strategies alone will not provide adequate dividend income. What are the higher-yielding options, and what levels of downside protection do they offer? What are the long-term implications of unprecedented monetary stimulus and Fed buying of ETFs and corporate bonds? How should investors express their views on these implications now?

Conference website