InvestmentNews Events Calendar
February
Next Gen: Finding the Right Job in a Financial Advisory Firm
Friday, February 10, 2012
There are a number of different ways to begin a career in the financial planning business. Within any advisory firm, there are multiple people that support a firm's day-to-day business, while also contributing to a practice's - and its employees' - potential for long-term development and growth.
In this exclusive InvestmentNews Next Gen webcast, held specifically for people looking to make an entry into the advice business, our experts will discuss how entry-level job-seekers can get a foot in the door in the advice business.
Attend and Learn:
* The multiple roles within a financial advisory firm
* How different types of firms offer different types of opportunities
* What skills advisory firms want and need right now
To sign up to receive free updates about InvestmentNews' Next Generation initiative, as well as a targeted newsletter containing Next Generation content, visit www.investmentnews.com/nextgenemail.
Attendees may submit questions before and during this live event.
| Website: | www.investmentnews.com/nextgen2012 |
February
Evolving Emerging Market Strategies
Tuesday, February 14, 2012
Portfolio Manager Viewpoints with John P. Calamos, Sr. of Calamos Investments
How financial advisers can access today's opportunities with lower volatility in emerging market portfolios.
Evolving trends have positioned the emerging markets to potentially fuel the entire world's growth over the next decade. Allocating to emerging markets as a core part of the portfolio will likely be a key strategy for many advisers seeking to capitalize on opportunities in this rapidly changing world, according to John P. Calamos Sr.
Join Mr. Calamos in this live, interactive webcast as he discusses how advisers can access the growth opportunities their clients need - while also managing the risk in this space.
Mr. Calamos will specifically address:
* The evolving trends driving opportunities in emerging markets and how these trends will impact global growth in the years to come.
* Why leading economists are recommending increased allocations to emerging markets - not as a satellite, but as part of the core portfolio allocation.
* Volatility and the importance of active management with a focus on risk within this space.
| Sponsored by: | Calamos Investments |
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| CE credits offered: | * Accepted for 1 CE credit by the CFP Board. | |
| Website: | www.investmentnews.com/pmemerging |
February
Owner Compensation & Equity Trends
Tuesday, February 28, 2012
How do you compensate owners in your firm? Are you looking for opportunities to expand firm ownership?
This timely webcast will help you answer these questions as we focus on two important areas of ownership: owner compensation and equity trends.
Join Kelli Cruz, Director of Research & Consulting at IN Adviser Solutions, along with a panel of successful advisers, as they discuss the best approaches to compensating owners for the various roles they play in the firm and explore new equity trends data.
Attend and learn:
* How to determine owner base salary, incentive compensation and total cash compensation based on current market data and trends
* Latest ownership trends and funding options
* How successful firms are compensating and developing the next generation of owners
A free and invaluable resource.
| Sponsored by: | Pershing |
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| Website: | www.investmentnews.com/compensation |
April
2012 Retirement Income Summit
Insights. Strategies. Solutions.
Monday, April 30, 2012 - May 1, 2012
Attend the 2012 Retirement Income Summit and get the tools, actionable insights and tactics you can implement immediately to generate, increase and protect retirement income.
Sessions will cover:
* The seven most important equations of retirement income planning - and how to use them
* A look at the regulatory and legislative forces at work in Washington
* A retirement-income approach to equity investing with a focus on dividends
* Defusing the healthcare-cost time bomb
* The little-known secrets of Social Security and Medicare
* Everything you don't know about IRAs that can help (and possibly harm) your clients
| Location: | Chicago, IL |
| CE credits offered: | This program is pending CE credit approval by the CFP Board. |
| Website: | InvestmentNews.com/Summit |
October
2012 Alternative Investments Conference
New Choices for New Challenges
Monday, October 22, 2012 - October 23, 2012
Are you making the most of alternative investments?
Join experts who will help you build client portfolios to increase returns and mitigate risk at 2012 InvestmentNews Alternative Investments Conference. You'll learn about commodities, currencies, futures, precious metals, oil and gas, and real estate, as well as the alternative strategies, vehicles and structures you need to serve clients in today's uncertain times.
Who Should Attend:
Advisers from the entire spectrum of the advice business wealth managers at wirehouses, regional firms and independent broker-dealers; registered investment advisers; hybrid advisers; family office executives; financial planners; private bankers and certified public accountants will benefit from the chance to learn and network.
Why You Should Attend:
Attendees will enhance their ability to diversify clients' portfolios, mitigate risk and enhance overall performance through the use of alternatives.
They will:
* Learn how alternative strategies once limited to hedge funds including long-short, directional, relative value and absolute return now may be employed through mutual funds.
* Discover how alternative investments can complement and enhance existing asset management and investment strategies.
* Find out which institutional techniques work and which don't for individual investors.
* Understand the costs, plusses and minuses of different alternative structures and vehicles.
* Gain a deeper understanding of commodities, currencies, alternative ETFs, futures, managed futures, oil and gas, precious metals, private equity and other alternative investments.
* Explore the many ways to access real estate.
* Obtain insights from other advisers about communicating with clients about the risks and benefits of alternative investments.
| Venue: | Fairmont Chicago Millennium Park |
| Location: | Chicago, IL |
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Upcoming Events
Friday, February 10, 2012
Next Gen: Finding the Right Job in a Financial Advisory Firm
Tuesday, February 14, 2012
Evolving Emerging Market Strategies
Tuesday, February 28, 2012
Owner Compensation & Equity Trends
Monday, April 30, 2012 - May 1, 2012
2012 Retirement Income Summit
Insights. Strategies. Solutions.
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