EVENT RECAP & SLIDES: Eugene Luncheon Event_Tipping Point_2025.06.04 (ca) 

Staying Focused When Markets Shift and Risk Evolves

Guest Speakers:

Bill Kennedy, CFA, CIO & CEO RiskBridge Advisors

Discussions & Insights:

Navigating Rising volatility: the debt ceiling to portfolio strategy

Private Market dynamics: Where private equity and credit are heading

The end of the 40-year interest rate cycle – what it means for investors

Exclusive CEO Roundtable: Navigating Market Shifts and Unlocking Strategic Wealth Opportunities

Click here to watch a recording of the event

Discussion Highlights:

The RiskBridge Approach: Why traditional 60/40 portfolios may no longer be sufficiently diversified — and how volatility targeting can create a more balanced and resilient risk profile.

Current Market Landscape: How heightened volatility since 2008 is shaping a new investment environment — and why we believe dynamic risk management is essential.

Proprietary Risk Models: How RiskBridge’s Composite Risk Index (CRI) helps guide tactical portfolio adjustments based on market, business cycle, and liquidity factors.

Putting Insight into Action: Real-world examples of how portfolios have recently been adjusted to manage risk and take advantage of new opportunities.

Opportunities for Clients: How institutional strategies are now being applied to private wealth portfolios to better navigate market shifts.