Portfolio Allocation: The Evolving Role of Private Real Estate

Join Origin Investments for an exclusive session of the Origin Advisor Series, where Origin’s Head of Private Wealth, Michael O’Shea, will moderate a panel of three top Registered Investment Advisors–Rod Macdonald, Senior Wealth Advisor at Focus Partners; Bruce Weininger, Principal at Kovitz Investment Group; and Matt Shibata, Managing Partner at Morling Financial Advisors–to discuss private markets allocation strategies and the evolving role of real estate in client portfolios.