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.
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.
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.
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