On September 8, I had the privilege of participating on a panel regarding portfolio construction (“Beyond the 60/40 Portfolio”) at the Morningstar ETF Conference in Chicago. Not surprisingly, there were a lot of terrific discussions, and I took tons of detailed notes. One of my favorite sessions was the “Best Ideas” panel, which featured Mark Yusko of Morgan Creek Capital Management, John West of Research Affiliates, and Rich Bernstein of RBA. Morningstar’s Jeff Ptak did a great job moderating the panel.
As promised, I shared some of my notes from the Best Ideas panel in Friday’s On My Radar. More to come from the conference later this week. Stay tuned!
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