In this presentation, Ashvin B. Chhabra will cover: An innovative approach to managing wealth based on key goals and the careful allocation of risks; Application of a “wealth allocation framework” that accommodates three seemingly incompatible
In this presentation, Ashvin B. Chhabra will cover: An innovative approach to managing wealth based on key goals and the careful allocation of risks; Application of a “wealth allocation framework” that accommodates three seemingly incompatible objectives: The need for financial security in the face of known and unknowable risks, the need to maintain current living standards over time despite inflation, and the need to pursue aspirational goals for wealth creation; A shift in investment strategy focus from portfolios and markets to individuals and the objectives that really matter: Protecting against unexpected financial crises, paying for education or retirement, and financing philanthropy and entrepreneurship.
This is an archived recording of a live broadcast that took place on 23 July, 2015.