Wealth Allocation Frameworks are Finance Speaker Series Topic

The chief investment officer of a Columbus-based advisory firm will discuss wealth allocation frameworks at Penn State Behrend’s next Finance Speaker Series event.

“Investing money for individuals can be much more complex than investing for institutions, because individuals have emotional and aspirational needs that aren’t always met by standard allocation algorithms,” says R. Travis Upton of The Joseph Group. “I plan to address the basic objectives of individual investors, why it’s important for them to make a distinction between wealth allocation and asset allocation, and how individuals can benefit from using some institutional strategies. Risk budgeting is one example.”

Upton’s presentation takes place at 7 p.m. on Thursday, Sept. 5, in 180 Jack Burke Research and Economic Development Center, 5101 Jordan Road. It is free and open to the public; parking will be available in the deck located behind Burke Center, off Technology Drive.

Upton chairs The Joseph Group’s investment committee and plays a key role in developing and communicating the firm’s investment strategy. In addition, he sits on the faculty of the Schweser Study Program, teaching training programs for major global investment banks and developing study materials for financial certification programs. Upton also is co-author of two textbooks used in the Schweser Institute Certificate Program, “Derivatives and Risk Management” and “Debt Securities.” He holds the Chartered Financial Analyst, Financial Risk Manager, and Chartered Alternative Investment Analyst designations.

The Finance Speaker Series is an outreach program of the Sam and Irene Black School of Business at Penn State Behrend. For more information about the event, contact Greg Filbeck, professor of finance and the Samuel P. Black Professor of Insurance and Risk Management, at mgf11@psu.edu or phone 814-898-6107.




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