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Christopher J. Wolfe

Chief Investment Officer, First Republic Investment Management

Masterclass 2: Portfolio Construction

This session will provide an overview of the portfolio construction process in today’s low return environment, spanning both the major asset classes and vehicles available to investors.  It will also cover key considerations of risk management, ranging from inflation to tax-sensitivities to conditional performance drawdown scenarios.  Finally, this session will consider the fundamentals of portfolio construction through the unique lens of today’s sociopolitical and economic environment, whether that be in terms of government policy, technology, or climate change.


Christopher J. Wolfe is the Chief Investment Officer for First Republic Investment Management. In his role, he is responsible for leading First Republic Investment Management’s research and investment platform, as well as the investment strategy and outlook for First Republic’s integrated investment, trust and brokerage groups. Mr. Wolfe is an influencer and subject matter expert on the current state of the markets and frequently appears on numerous television networks and in print publications.
Prior to joining First Republic in 2016, he served as the Chief Investment Officer for Merrill Lynch’s Private Banking and Investment Group and, most recently, as the Head of Merrill Lynch Chief Investment Office. Prior to that, Mr. Wolfe was Global Head of Equities at JP Morgan Securities / JP Morgan Private Bank, and held research management roles at Lincoln Capital and Dover Management.
Mr. Wolfe received his Bachelor of Science degree from the University of Rhode Island, and his Master of Business Administration from Columbia University. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNERTM professional.