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.
July 14, 2015
In 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.
Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit and by the CFP Board for 1 CE credit.
July 07, 2015
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.
Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email email@example.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.