Tag: Portfolio Management
Protecting Your Portfolio During Market Drawdowns with James St. Aubin, CFA®, CAIA® (Ep. 102)

Protecting Your Portfolio During Market Drawdowns with James St. Aubin, CFA®, CAIA® (Ep. 102)

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What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns.

In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional diversification. 

They explore trend following strategies, downside risk management, investor psychology, portfolio construction, changing stock and bond correlations, the strengths and limitations of AI investment tools, and why maintaining a disciplined investment process becomes increasingly important as retirement approaches.

Key points:

  • How trend following strategies seek to reduce large portfolio drawdowns through disciplined investment rules
  • Why diversification alone may not provide enough protection during certain market environments
  • How retirement timing changes an investor’s ability to recover from significant portfolio losses
  • What recent bond market performance reveals about changing stock and bond correlations
  • Why AI investing tools should support, rather than replace, thoughtful financial decision making
  • And more!

Resources:

Connect with James St. Aubin:

Connect with Robert Curtiss:

About Our Guest:

James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Co-founders David Wright and Kenneth Sleeper.

An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research, and portfolio construction.

James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

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How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

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Are you ready to unlock the potential of alternative investments in your portfolio?

Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. 

The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst market uncertainty.

Other key discussions include:

  • Broad asset allocation outlook and capital market assumptions [00:01:52]
  • The role and expectations of traditional versus private asset classes [00:05:22]
  • Differences in stock valuation between US and non-US stocks [00:05:53]
  • Performance insights and misconceptions about private markets [00:22:17]
  • And more!

Resources:

Connect with Phil Huber:

Connect with Robert Curtiss:

About Our Guest:

Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. In this role, Phil leverages his prior experience as a wealth management CIO to produce and curate investment research, advise on product strategy and positioning for the firm’s growing platform, and help establish and strengthen relationships with the nation’s leading wealth management firms.

Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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