Aligning the investment process for Global SMA
Discover how inCadense’s iTAMP℠ brings platform-as-a-service and global connectivity together to help wealth managers deliver bespoke portfolios for offshore clients.
February 24, 2026 • 2:00PM ET • 1 CE Credit
Delivering UCITS ETF Model Portfolios Offshore with Sage Advisory and inCadense: Institutional Design, Operationalized at Scale
As offshore advisory programs mature, the challenge is no longer finding investment ideas, it is delivering repeatable, institutionally governed portfolios across multiple markets, custodians, currencies, and account types. UCITS ETFs have become a core building block for global implementation, and ETF model portfolios have emerged as the most scalable format for translating an investment framework into consistent client outcomes.
In this educational webcast, Sage Advisory and inCadense will walk through the full lifecycle of offshore UCITS ETF model portfolios, from institutional portfolio construction and risk controls to the operational infrastructure required to implement models at scale. Sage Advisory will address the investment architecture, including how ETF-based models are designed, monitored, and adapted through market regimes. inCadense will cover the delivery architecture, including the workflows and controls needed to deploy models across custodians and advisor teams with institutional consistency.
Topics we will cover include:
- Portfolio construction and governance: model objectives, risk budgeting, constraint design, ETF selection criteria, and ongoing monitoring and rebalance discipline
- UCITS structure in offshore portfolios: what UCITS changes in practice for global investors, including product structure considerations, transparency, and portability across jurisdictions
- Implementation and operating model: multi-custody enablement, account onboarding and model deployment, rebalancing and trading workflows, exception handling and oversight controls, and scalable reporting and operational support
Attendees will leave with a clearer understanding of how institutional ETF model portfolios can be designed with rigor and delivered with operational precision in offshore environments. The session is built for financial professionals seeking to connect investment theory with practical implementation, and to evaluate how model portfolios can be scaled across global advisory platforms without sacrificing governance or discipline.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Bob is the Founder of Sage Advisory and has spent more than 40 years building, leading, and advising institutional investment programs across domestic and global markets. Before founding Sage, Bob developed a deep foundation in credit, research, and institutional investing. He began his career at Moody’s Investors Service, serving on the Corporate Bond Rating Committee, and later became an Institutional Research Analyst covering the insurance industry at Loeb, Rhoades & Co. He went on to Merrill Lynch as a Managing Director, where he held senior institutional leadership roles in New York, Riyadh, and London, advising clients across market cycles and regions. In 1996, Bob founded Sage with a clear objective: to provide independent, disciplined investment management grounded in rigorous research and fiduciary responsibility. Under his leadership, Sage has grown into one of the largest independent registered investment advisory firms in Texas, offering a broad range of traditional and responsible investment strategies and managing more than $30 billion in assets. Bob holds an MBA in Finance from the NYU Stern School of Business and is both an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Consultant (CIMC). He remains actively engaged in investment thought leadership, and his market insights have been featured in leading financial media and industry publications, including The Wall Street Journal, The New York Times, Barron’s, CNBC, and Bloomberg.
Bob is the Founder of Sage Advisory and has spent more than 40 years building, leading, and advising institutional investment programs across domestic and global markets. Before founding Sage, Bob developed a deep foundation in credit, research, and institutional investing. He began his career at Moody’s Investors Service, serving on the Corporate Bond Rating Committee, and later became an Institutional Research Analyst covering the insurance industry at Loeb, Rhoades & Co. He went on to Merrill Lynch as a Managing Director, where he held senior institutional leadership roles in New York, Riyadh, and London, advising clients across market cycles and regions. In 1996, Bob founded Sage with a clear objective: to provide independent, disciplined investment management grounded in rigorous research and fiduciary responsibility. Under his leadership, Sage has grown into one of the largest independent registered investment advisory firms in Texas, offering a broad range of traditional and responsible investment strategies and managing more than $30 billion in assets. Bob holds an MBA in Finance from the NYU Stern School of Business and is both an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Consultant (CIMC). He remains actively engaged in investment thought leadership, and his market insights have been featured in leading financial media and industry publications, including The Wall Street Journal, The New York Times, Barron’s, CNBC, and Bloomberg.
Komson Silapachai is a Partner at Sage and a member of the firm’s Investment Committee. Prior to being named a partner in September 2021, Komson served as Vice President of Research and Portfolio Strategy. His responsibilities span macroeconomic strategy, asset allocation, portfolio design, and responsible investing. He has been instrumental in shaping Sage’s investment framework across market cycles. Before joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an Investment Manager focusing on asset allocation for one of the largest public pension plans in the US. Komson holds a B.B.A. in Finance from Texas A&M University and is a Chartered Financial Analyst (CFA) and member of the CFA Institute.
Komson Silapachai is a Partner at Sage and a member of the firm’s Investment Committee. Prior to being named a partner in September 2021, Komson served as Vice President of Research and Portfolio Strategy. His responsibilities span macroeconomic strategy, asset allocation, portfolio design, and responsible investing. He has been instrumental in shaping Sage’s investment framework across market cycles. Before joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an Investment Manager focusing on asset allocation for one of the largest public pension plans in the US. Komson holds a B.B.A. in Finance from Texas A&M University and is a Chartered Financial Analyst (CFA) and member of the CFA Institute.
A.J. Harper is Managing Partner and Co-Founder of inCadense, a global managed accounts platform. He has held senior leadership roles including Head of Asset Manager Relationships, Sustainable Finance and ETFs at Euroclear Group; President and CEO of BNY Managed Investments (APAC); CEO and Co-Founder of Axial Partners Limited; and President of Pershing Managed Account Solutions. Additional roles include Managing Director of Lockwood Advisors, Managing Director of Nomura Asset Management (Hong Kong) Limited, President of AdvisorPort, Inc., and Head of Product Strategy for PNC Global Investment Servicing. He began his career at Federated Investors, helping launch its UCITS fund family in Ireland. His work has been recognized by Asian Private Banker with the Asset Management Award for Excellence and innovation awards from NOVA, NICSA, and MMI. He was responsible for building the largest managed accounts platform in the U.S. ($500B), and was cited twice in BNY annual reports for leading one of the firm’s most impactful collaborations, as well as supporting the $4.0B sale of PNC’s global custody business to BNY. A.J. holds a BA in International Studies from Johns Hopkins University and a graduate diploma from the Paul H. Nitze School of Advanced International Studies, including study at the Bologna Center. An English-Speaking Union SSE Scholar, he studied at Rydal School in Wales.
A.J. Harper is Managing Partner and Co-Founder of inCadense, a global managed accounts platform. He has held senior leadership roles including Head of Asset Manager Relationships, Sustainable Finance and ETFs at Euroclear Group; President and CEO of BNY Managed Investments (APAC); CEO and Co-Founder of Axial Partners Limited; and President of Pershing Managed Account Solutions. Additional roles include Managing Director of Lockwood Advisors, Managing Director of Nomura Asset Management (Hong Kong) Limited, President of AdvisorPort, Inc., and Head of Product Strategy for PNC Global Investment Servicing. He began his career at Federated Investors, helping launch its UCITS fund family in Ireland. His work has been recognized by Asian Private Banker with the Asset Management Award for Excellence and innovation awards from NOVA, NICSA, and MMI. He was responsible for building the largest managed accounts platform in the U.S. ($500B), and was cited twice in BNY annual reports for leading one of the firm’s most impactful collaborations, as well as supporting the $4.0B sale of PNC’s global custody business to BNY. A.J. holds a BA in International Studies from Johns Hopkins University and a graduate diploma from the Paul H. Nitze School of Advanced International Studies, including study at the Bologna Center. An English-Speaking Union SSE Scholar, he studied at Rydal School in Wales.
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