Portfolios & Pints – December 2025
December 9, 2025
5:00-6:30pm
In what has become an annual tradition, join us as Chief Investment Officer Alex Durbin and Partner and CEO Travis Upton discuss “Capital Market Assumptions” or, in other words, the forecasts major investment banks make regarding asset class returns over the next 5-10 years.
We plan to summarize how the investment banks came to their results and what asset classes look most attractive going forward. Most importantly we will talk about implications for diversified portfolios and client financial plans. It sounds nerdy, but we plan to make the discussion fun and informative!
Location
Crooked Can Brewing Company,
5354 Center St
Hilliard, OH 43026