Transforming Your Portfolio: Asset Allocation and Portfolio Construction with Lumen R4A
You are invited to the launch of Lumen R4A:
A revolutionary approach to wealth management and portfolio construction that seamlessly matches investment objectives with the appropriate strategies!
Come and explore how we create valuation-based, robust, and customized investment portfolios aligned with the investor’s goal and risk profile in 5 easy steps.
Join us to learn about R4A (Robo4Advisors), a digital investment system, that leverages data, technology, and industry-best valuation and portfolio construction tools to allocate global assets and precisely tailor investment solutions, increasing the probability of successful investment outcomes.
Network with other investors and exchange insights over delicious Italian wine and small bites.
Thank you to our host, K&L Gates.
Agenda:
4:30pm-5pm Registration and Networking
5 pm-6pm Presentation with demo
6pm-6:45pm Networking and wine-tasting
Speakers:
Simon Nocera, Founder, LGI
Marianne O, CFA, Co-Founder, LGI
The event is specifically for financial advisors, family offices, and institutional investors.
Space is limited, please register early.
The address will be shared upon registration.
About Lumen Global Investments (LGI):
Co-founded by veteran global fund managers Simon Nocera and Marianne O, San Francisco-based LGI leverages our unique valuation algorithm, best-in-class and enhanced portfolio construction system, data and technology, and decades of global market experience to create R4A, our digital investment solution.
Please find our latest research on Long-Term Capital Market Assumptions and Asset Allocation and subscribe to our market insights.
About K&L Gates:
K&L Gates is a fully integrated global law firm with lawyers located across five continents. The firm represents leading multinational corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals.