Hosted by IMEA | September 24-25
Portfolio Construction Roundtable
Cerulli’s Brendan Powers is pleased to speak at the IMEA Portfolio Construction Roundtable event. His session, The Future of Asset Allocation Models: Development & Distribution, will provide Cerulli’s perspective on future development and distribution opportunities in asset allocation model portfolios. The session will provide attendees with the opportunity to evaluate the top product development initiatives—including the construction of custom models and the incorporation of private markets—and Cerulli’s views on how managers can set distribution strategies and structure sales and service teams to succeed in the model portfolio ecosystem.
- Date
- Wednesday, September 24
- Time
- 8:00AM EDT
- Where
- Baltimore, MD
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This Event is Hosted By
Featured Speakers
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan is co-head of Cerulli’s Product Development and Institutional practices.
The Product Development practice focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
The Institutional practice specializes in research and consulting related to institutional asset owners, including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations as well as third-party allocators including consultants and outsourced chief investment officers (OCIOs).
Full biography here.
Panel Presentation:
The Future of Asset Allocation Models | Development & Distribution
Speaker: Brendan Powers
September 25, 2025 | 9:20 AM
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September 24–25
Portfolio Construction Roundtable
Cerulli is pleased to participate in IMEA's Portfolio Construction Roundtable.