Vanguard will explore how financial advisors can play a crucial role in helping their clients stay calm and disciplined through behavioral coaching during its presentation at the V Funds Society Investment Summit in Houston.
The event, set to take place on March 6 at the Hyatt Regency Houston Galleria, is designed for professional investors from Texas and California engaged in the US Offshore business. The presentation, titled “Staying the Course,” will be led by Ignacio Saralegui, Head of Portfolio Solutions for Latin America at Vanguard.
“In the world of investments, maintaining discipline is essential for achieving long-term financial success. However, in a volatile and uncertain market environment, it is easy to be driven by emotions and make impulsive decisions that can negatively impact results,” said the firm in a statement. Founded in 1975 in the United States, Vanguard now has a presence in Europe, Australia, and Asia, in addition to the Americas.
Based on research conducted by Vanguard, Saralegui will highlight strategies and practices that have proven effective in maximizing market opportunities. The firm will also present “relevant statistics that underscore the added value advisors can offer their clients.”
Ignacio Saralegui
The speaker at the Houston event joined Vanguard in 2017 and was previously part of the Outsourced Chief Investment Officer (OCIO) team, where he managed investment portfolios for endowments, foundations, and pension plans. Before joining Vanguard, he spent ten years at Willis Towers Watson, advising institutional investors on all aspects of portfolio construction, implementation, and risk management.
Academically, he holds a Bachelor of Science in Accounting from Old Dominion University and a Master of Science in Risk Management from the New York University Stern School of Business. He also holds the FINRA Series 7 license.
