RIA portfolio construction — 2024 industry insights
Date: Friday, May 31, 2024
Time: 9:00–9:45 AM PT | 12:00–12:45 PM ET
SPEAKERS
Kristen Nelson
Relationship Manager
Jan Gundersen
Senior Investment Director

We’re pleased to invite you to a special presentation for RIAs featuring guest speaker Jan Gundersen, senior investment director at Capital Group. We'll discuss key industry shifts and share insights on portfolios across all asset classes.


Agenda
 

  • Insights: The latest on RIA industry flows and portfolio asset allocation shifts across the country 
  • Implications: How the average RIA portfolio compares to American Funds® Model Portfolios across key metrics 
  • Implementation: How RIAs are leveraging Capital Group’s portfolio consultation services

This event is not intended for a public audience. 


Register for the webinar here.


Kristen Nelson is a relationship manager at Capital Group. She has 23 years of industry experience and has been with Capital Group for five years. Earlier in her career at Capital, she was an institutional relationship specialist. Prior to joining Capital, Kristen worked as a senior customer engagement manager at Appirio, a Wipro Company. Before that, she was a senior operations manager at Oxford Financial Group, Ltd. She holds a bachelor’s degree in business administration with a concentration in management from the University of St. Francis. She also holds the Project Management Professional certification. Kristen is based in Indianapolis.

Jan Gundersen is a senior investment director on Capital Group’s Portfolios Solutions & Services team. He has 25 years of investment industry experience (as of 12/31/23). He holds a bachelor’s degree in geology from Colgate University and a masters degree in oceanography from Texas A&M University.

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