The importance of diversifying your portfolio

17:00 (GMT +3)
15:00 (CET)
Dec 2nd 2020
45 Minutes
The Importance of Diversifying

Overview

Are all your eggs in the same basket? Protect your savings in periods of uncertainty by investing in a broader mix of asset classes, geographies and sectors.

Learn from David M. Darst author of over a dozen investing books as well as Hani Abuali and Naji Nehme, investment practitioners in alternative asset management.

What Will You Learn?

Achieving optimal returns with less risk

Diversification as a powerful risk management tool

Avoiding home-country and sector biases

Panelists

David Martin Darst

Advisor

David M. Darst, CFA, served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was the founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. Since 2014, he serves as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich.

David is the author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book That Still Saves Your Assets (John Wiley & Sons), which has ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); (viii) Portfolio Investment Opportunities in India (John Wiley & Sons); (ix) Portfolio Investment Opportunities in Managed Futures (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David’s eleventh book in 2012, Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children’s book co-authored with his daughter.

David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron’s, Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Firm’s biweekly Investment Strategy and Asset Allocation Commentary and in the Morgan Stanley Wealth monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997.

Hani Abuali

CEO Petiole Asset Management AG

Hani Abuali is the Chief Executive Officer of Petiole Asset Management AG. He was previously Head of Asia for Petiole (TFO, Hong Kong). Hani has almost 30 years of experience in investment and finance. Prior to joining the Firm, he was Managing Director at Mount Kellett Capital; co-founder of Black’s Link Capital; and Managing Director at Morgan Stanley Asia, where he ran Proprietary Trading and co-headed Telecom Research (#1 ranking for five years 2000-2005 in Institutional Investor and Greenwich). Hani started his career in finance in New York as an Oil & Gas research analyst with Donaldson, Lufkin & Jenrette. Hani graduated with a BS degree from Wharton, University of Pennsylvania. Hani is a member of the Board of Trustees of King's Academy, Jordan.

Naji Nehme

CIO of Petiole Asset Management AG

Naji Nehme is the Chief Investment Officer of Petiole Asset Management AG and is a voting member of the investment committee. Naji has over 15 years of experience in investment and wealth management. Prior to joining Petiole in 2019, Naji was head of investments for The Family Office Co. in Bahrain. Previously, Naji held a senior position in a multi-family office in Montreal, Ernst & Young Investment Advisory Services in Montreal and the Caisse de Depot and Placement du Quebec. Naji holds a Bachelor of Commerce degree in Finance from Concordia University, a Master of Science degree in Financial Engineering from École des Hautes Études Commerciales and holds a Chartered Financial Analyst (CFA) charter. Naji speaks three languages: English, French and Arabic.