Scott Dow, Senior Director of Portfolio Management and Investment Research, was recently invited to and featured in a panel discussion at the Private Wealth Management Summit, hosted by Marcus Evans Events in San Diego. The panel, titled “Asset Allocation in a High Interest Rate Environment,” brought together senior investment professionals from leading RIAs and family offices to explore how wealth managers are adapting portfolios amid tighter financial conditions and shifting market dynamics.

During the discussion, Scott offered his perspective on strategies that can enhance portfolio resilience in the current environment marked by elevated rates, persistent inflationary pressures, and heightened geopolitical uncertainty.