Precision Investing With Asset Class-Specific Model Portfolios

July 15, 2021, 11:00 am - 12:00 pm EDT

Live webinar with Carson Group and KraneShares

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For financial intermediary use only - not for retail distribution.

Event Details:

Precision Investing With Asset Class-Specific Model Portfolios:
July 15, 2021, 11:00 am - 12:00 pm EDT

Model portfolios help advisors simplify the portfolio construction process. However,  a ‘one size fits all’ approach to model portfolio implementation may not provide the most optimal results. We believe there are benefits to utilizing the “mosaic approach” or choosing model portfolios from providers who specialize in distinct asset classes. These specialists can potentially add value across each portfolio’s components and provide a precision-guided holistic asset allocation.

Join Carson Group Managing Director Jamie Hopkins, KraneShares Chief Operating Officer Jonathan Shelon, and KraneShares Senior Investment Strategist Anthony Sassine to discuss building a holistic portfolio using ETF models created by asset class specialists.

What we will cover:

  • Introduction to Carson Group, and the Carson approach to portfolio construction
  • Using specialist-constructed model portfolios from KraneShares for your Emerging Market and China allocation
  • Putting it all together, characteristics of a holistic portfolio created using the mosaic approach
  • Emerging Markets and China market update

1 CFP & CIMA CE Credit Available

Please email your CFP and CIMA ID to [email protected] to receive credit.

Presenter Bios

Jamie Hopkins
Managing Partner of Wealth Solutions
Carson Wealth

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He is a Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CLE programs for attorneys.

Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men’s Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision’s Board of Directors.

Jonathan Shelon, CFA
Portfolio Manager and Chief Operating Officer

Jonathan Shelon is the Chief Operating Officer at KraneShares and joined the firm in 2015. He oversees several business functions that drive efficient growth, and serves on the leadership team. Jonathan has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations.

Prior to KraneShares, Jonathan was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Prior to joining J.P. Morgan, Jonathan was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds. Before Fidelity, Jonathan was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients. Jonathan received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University, and is a Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder.

Anthony Sassine, CFA
Portfolio Manager and Senior Investment Strategist

Anthony Sassine joined KraneShares in 2019 as a Senior Investment Strategist. Anthony is responsible for conducting research and market analysis on China’s capital markets, supporting clients, and advising on asset allocation and model portfolios. Prior to joining KraneShares, Anthony spent eight years at Van Eck and Pinebridge as a product strategist focusing on emerging markets equity and debt. At Van Eck, Anthony oversaw the growth of the firm’s emerging markets active business and helped grow the emerging markets equity fund from $250 million to $3 billion. His responsibilities then and now include asset class research, competitive analysis, portfolio analysis, and advising clients on building emerging markets exposures.

Anthony began his career in investment consulting with NEPC (formerly New England Pension Consultants) and Colonial Consulting. During this time Anthony partnered with consultants on servicing institutional clients and assisting with asset allocation, manager selection, and portfolio analysis. Anthony holds a Master’s Degree in Finance from New York University (NYU) and Hong Kong University of Science and Technology (HKUST). Anthony is a CFA charter holder.