Don Calcagni

Don Calcagni, Chief Investment Officer at Mercer Advisors, brings his wealth management expertise to the conversation. He discusses the scientific foundations of portfolio construction and the critical role of fiduciary principles in managing assets for thousands of families. Don explores the importance of advisor-client compatibility and the evolving landscape of asset management. He delves into diverse investment strategies, including factor investing, and shares insights from a recent summit on governance in the industry. Tune in for a captivating look at modern wealth management!