Staying Prepared Through the Lessons of Past Market Disruptions

Guest Speakers:

David Kotok, Co-Founder & Strategic Advisor, Cumberland Advisors – Co-Author The Fed and the Flu
Bill Kennedy, CFA, CIO & CEO RiskBridge Advisors

Discussions & Insights:

Lessons from the Past: What History Teaches Us About Disruption
Risk Management in an Uncertain World
Navigating for Market Shifts

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.