The Aspirational Investor: Achieving Your Life’s Goals

The most important risk to a family is not meeting your goals, not loss in your portfolio, according to Ashvin Chhabra, author of The Aspirational Investor and the landmark paper Beyond Markowitz: A Comprehensive Wealth Allocation Framework for Individual Investors. Ashvin will offer a practical, innovative framework for making smarter choices about aligning your goals to your investment strategy. Chhabra reveals some surprising facts about wealth creation, reinterprets the success formulas of investing greats like Warren Buffett, and closes the gap between theory and practice by laying out a concise roadmap for identifying, prioritizing, and quantifying financial goals that incorporates wealth preservation and wealth creation.

Moderator:  Kristi Kuechler, President, FOX Private Investor Center, Family Office Exchange