Three reasons to review your international portfolios – Harbor – 5.27.21

October 13, 2019

Overview:

Title: Three Reasons to Review Your International Portfolios

Date: Thursday, May 27, 2021

Time: 11:00 AM Eastern Daylight Time

Duration: 1 hour

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Summary:

On Demand Soon. Join our panel of senior investment professionals as they share actionable insights on international markets, including why we believe now is the time to review your international allocations. Topics include:

Importance of a strategic non-U.S. allocation within investor portfolios
The attractive income characteristics of international equity
A look at investing in small caps within non-U.S. markets

Take a closer look at the case for international and how our active management offers you the opportunity to build a diversified non-U.S. portfolio.

Speakers:

James Wilson, CFA Investment Specialist, Strategy Director Harbor Capital Advisors, Inc.

James Wilson is a strategy director at Harbor Capital. He is part of the Investment Specialist Team that provides insights on financial markets and serves as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, James was an Operations and Performance Analyst at Advisor Investments, where he evaluated and synthesized investment information for clients. He earned a B.S. in Financial Management from Clemson University. James is a CFA^® charterholder, a member of the CFA^® Institute and the CFA^® Society Boston, Inc.

Ryan D. Taliaferro, Ph.D. Portfolio Manager, SVP, Director, Equity Strategies Acadian Asset Management LLC

Ryan joined Acadian in 2011 and currently serves as director of equity strategies. He is also a member of the Acadian Executive Committee. Previously, he was the lead portfolio manager for Acadian’s Managed Volatility strategies. Prior to joining Acadian, Ryan was a faculty member in the finance unit at Harvard Business School, where he taught corporate finance and asset pricing. Earlier, he was a consultant at the Boston Consulting Group. Ryan earned a Ph.D. in business economics (finance) from Harvard University and an M.B.A. in finance and economics from the University of Chicago. He also holds an A.M. in economics, and an A.M. and A.B. in physics from Harvard University.

Charles Carter Managing Director, Portfolio Manager, Europe Marathon Asset Management LLP

Mr. Carter is a Portfolio Manager at Marathon-London. He is responsible for European investments. He previously worked at Marathon-London, providing analytical support for Mr. Ostrer on European equities and management of European equities from 2007. Prior to this, he was a part of the internal M&A team at Olivetti and was involved in the disposal program to restructure Olivetti’s business. Mr. Carter received an MA from Oxford University and an MBA from INSEAD.