Upcoming Events

July

Webcast

Wading Through The Sea of Liquid Alt Funds

Tuesday, July 7, 2015

The numbers are astounding. Over the last year, liquid alternative funds have hit the market and drawn billions in investor cash. That’s good news for the companies running those funds but what about advisers and investors? With so much product out there, how can advisers be sure they’re getting the right fund for their clients?

This webcast will touch upon the rapid growth of liquid alt funds, dig into the universe of them to identify what’s what and give advisers concrete tips on how to wade through the sea of liquid alt funds to find the right fund for the right price.

Questions our panel will answer include:

* What is a liquid alt fund?
* Why are there so many on the market?
* What do these funds offer investors?
* Are they all the same? What differentiates them?
* What about fees?
* How can I perform due diligence without getting swept up by the marketing hype?

Attendees may submit questions before and during this live event.

Register now for this free and invaluable webcast. 

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Conference

2015 Women Adviser Summit

Tuesday, July 14, 2015

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and:

* Learn how to build a more profitable practice
* Discover how to help clients deal with life transitions
* Find out what your professional personality style says about you
* Get the tips you need to make social media a driving force in your business

  • Venue: Mandarin Oriental

    Location: Washington, DC

    Conference E-mail:

    Visit Website

Webcast

The Dangerous Game of Chasing Stability

Tuesday, July 14, 2015

n a desperate attempt to build a "safe" portfolio, investors and advisers think they have found safe havens in both fixed income and equity markets. But swapping one risk for another is not reducing risk. So what can you do to deliver exactly what your clients are clamoring for: high returns with low risk.

The secret weapon: contrarian investing. But what is it and how can you effectively communicate this style to your clients? Join Rupal Bhansali, the chief investment officer global/international at Ariel Investments, Mark Cortazzo of MACRO Consulting Group, and Consuelo Mack of Consuelo Mack WealthTrack for a conversation examining this essential investment strategy.

During the discussion, Rupal and Mark will examine:

* What is contrarian investing
* When is stability a mirage
* What are some steady companies contrarian investors are selecting?
* What are some essential sectors for contrarian investors
* How can you still create a well-diversified portfolio

Attendees may submit questions before and during this live event.

A free and invaluable resource.

  • Visit Website

  • Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Webcast

Global High Yield: Discovering a Critical "Third" Asset Class

Tuesday, July 28, 2015

In today's uncertain investment climate, it can be easy to lose perspective. Strategic thinking can help investors better mitigate risk and capitalize on opportunities that shorter-term mindsets may not see.

In fixed income, global high yield investments are a "third" type of asset class that can provide such strategic benefits. They are bonds that act more like equities and generate returns because of liquidity risk. Global high yield has not seen signs of poor liquidity since Dodd Frank regulation, despite general market concerns over market liquidity.

Join this webcast to learn more about this third asset class and how to apply strategic thinking to your portfolio. Specifically, this webcast will offer new insight on the following topics:

* Why high yield is not really a bond
* What makes global high yield a strong strategic asset
* Why recent concerns over market liquidity may be exaggerated
* Why the long-term view tells a more accurate performance story

Attendees may submit questions before and during this live event.

A free and invaluable resource.

October

Conference

2015 Alternative Investments Conference

Tuesday, October 27, 2015 - October 28, 2015

By attending the Alternative Investments Conference, advisers will gain a better understanding of non-traditional investments, including how to evaluate them and when to incorporate them into their clients’ portfolios based on the overall investment goals of those clients.

  • Venue: JW Marriott Miami

    Location: Miami, FL

    Conference E-mail:

    Visit Website

November

Conference

2015 Women Adviser Summit

Thursday, November 5, 2015

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and:

* Learn how to build a more profitable practice
* Discover how to help clients deal with life transitions
* Find out what your professional personality style says about you
* Get the tips you need to make social media a driving force in your business

  • Venue: Hilton Financial District

    Location: San Francisco , CA

    Conference E-mail:

    Visit Website