On Monday, July 20, Chris Grimm, CFA, CAIA will be speaking at The Institutional Partnership Retreat | Summer: “The Education of an Allocator,” hosted by With Intelligence in Chicago.
Chris will be a Breakout leader during a session entitled, “Read the Forecast. Don’t Fall in Love with It,” described as follows: A practitioner-led discussion on how experienced allocators use macro views in real portfolios, where forecasts add value, where they quietly mislead, and how to separate signal from narrative. These intimate breakouts will focus on practical judgment: sizing conviction, stress-testing assumptions, recognizing model limits, and turning prognostication into disciplined portfolio actions rather than noise.
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