Event Calendar
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Hosted by CT Valley Chapter of FPA Connecticut

SPECIAL EVENT ~ Fall Investment Symposium

A half day educational program totally committed to the latest and best investment planning strategies.    4 CFP CEs have been applied for.   You must attend all 4 session from 8:30-12:10 to receive CFP CE.
 
Sponsorship support provided by:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Friday, September 20, 2019
9:00 AM - 1:00 PM

Location

Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Current FPA Members Fee $35.00
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Guest Fee $50.00
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Agenda

 


Casey Dylan, CIMA®
Director of Investment Product Strategy & Communications
Symmetry Partners, LLC

Michael Becconsall
Regional Vice President
AIG Funds

Sep 20 2019 8:30AM


Session I – Active versus the New Passive


In the first hour, attendees will learn about active versus passive management and which is best for their clients, including the benefits, and pros and cons of each style of investing.



Joe Corcoran
Regional Vice President | Wealth Consultant
DWS

Natalie Kennelly
Vice President
Goldman Sachs & Co

Sep 20 2019 9:25AM


Session II – What place does Alternatives have in the portfolio


In the second hour, attendees will learn the place that alternative investments have in client portfolios and the effect of added/reduced risk in the portfolio along with possible returns. We will also review the asset classes that the alternatives fit into.



Cory Christiana, AIF®
Regional Director, Metro New England
Russell Investments

Chad Brown, CFA
Vice President, Investment Management Consultant
Blackrock Investments

Sep 20 2019 10:25AM


Session III – Building Tax Efficient Portfolios


In the third hour, attendees will learn about building tax efficient portfolios for clients, the best use of mutual funds, ETFs, and closed end funds and their non-qualified accounts, for the greatest tax efficiency while not sacrificing return.



John Farley
Calvert

Robin Freeman
Vice President, Portfolio Specialist
ClearBridge Investments

Sep 20 2019 11:15AM


Session IV – Why and how to invest in ESG (Environmental, Social, & Governance)


In the fourth hour, attendees will learn about environmental, social, and governance investing, how we can address clients interested in investing “with purpose”, the foundation of this type of investment philosophy, and how to add ESG Investments to client portfolios.


Sep 20 2019 12:10PM


Buffet Lunch and Roundtable Discussions on how your firm manages money




Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Sep 20, 2019 Session I – Active versus the New Passive Casey Dylan, CIMA® Michael Becconsall 8:30 A 1.00
Session II – What place does Alternatives have in the portfolio Joe Corcoran Natalie Kennelly 9:25 A 1.00
Session III – Building Tax Efficient Portfolios Cory Christiana, AIF® Chad Brown, CFA 10:25 A 1.00
Session IV – Why and how to invest in ESG (Environmental, Social, & Governance) John Farley Robin Freeman 11:15 A 1.00
Buffet Lunch and Roundtable Discussions on how your firm manages money 12:10 P