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Rewiring Portfolios - Investing During a Technology Revolution
Market concentration is an inescapable feature of major innovation booms, but it leaves many investors facing a difficult dilemma: how do you stay exposed to the massive upside of a technological revolution while managing risk? Balancing the "Fear of Missing Out" (FOMO) with your long-term financial goals requires looking beyond standard strategies. In this session, Liz Thomas, Chief Market Strategist at SoFi, will break down how to strategically allocate your portfolio across both traditional and alternative asset classes—some of which are breaking away from their historical patterns. You will walk away with clear insights for managing risk while staying invested in the future.
Liz Thomas is SoFi’s chief market strategist, responsible for providing economic and market insights to a variety of audiences. She believes that helping people learn about markets and investing can empower them to take a more active role in their financial future.
Prior to joining SoFi, Liz was the director of market strategy at BNY Mellon Investment Management. Earlier in her career, she was a portfolio analyst at Baird and a research analyst at BMO Global Asset Management. She is a frequent guest on CNBC, Bloomberg, and Yahoo Finance, and is often quoted in various industry publications.
Liz holds a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. She is a CFA® Charterholder and a member of the CFA Institute and CFA Society of New York.
