The Joseph Group

Portfolios at Your Place – August 13

August 13, 2020


Thursday, August 13 – 9 AM


The big Wall Street banks and investment firms have teams of analysts who crunch numbers to put together long-term forecasts of future asset class returns, a process they call “Capital Market Expectations (CMA).” Join us online as Travis Upton, Partner, CEO and Chief Investment Officer looks at the CMA results from different firms and talks about where they are similar, where they are different, and the implications for long-term portfolio allocations.




Columbus, OH 43215