Event Calendar
Help for this page My CE Transcript
Hosted by  FPA Connecticut

Investment Symposium

We are excited to announce our first-ever FPA of Connecticut Investment Symposium to be held Wednesday, June 8, 2022, at The Patterson Club in Fairfield, CT, from 10:00 a.m. to 3:20 p.m.   We have put together an outstanding lineup of industry experts to educate us on the various issues that are driving the markets today. During these interactive sessions, you will learn what’s “new” in the investment world and you will bring back to your practice real world knowledge to help you advise your clients on their investment planning needs. At the end of the day, we’ll gather outside on the patio to enjoy drinks and apps with our fellow planners and sponsors. If you have an interest in investments, you do not want to miss this opportunity to learn!

 

Registration includes continental breakfast, buffet lunch, refreshments and cocktail hour). Earn up to 4 CFP credits (pending). 


The Investment Symposium will be held in person while following FPA National’s event policy regarding COVID protocols to minimize risk for all attending.  This policy requires all participants to submit either proof of full vaccination as defined by the CDC against COVID-19 or a negative COVID test 72 hours prior to arrival onsite.  All attendees will be required to provide documentation in order to attend.  Instructions on how to safely and securely provide the required documentation will be sent to those registered closer to the event date.  Note that this documentation requirement may be revised or waived to conform with changes in FPA National policy and CDC recommendations.  In addition, all attendees must acknowledge and accept the terms and conditions contained in our COVID-19 Liability Waiver and Affirmation of Conduct Restrictions ( click here to read the waiver ).
 
 

Sponsors

Wednesday, June 8, 2022
9:30 AM - 3:20 PM

Location

The Patterson Club
1118 Cross Highway
Fairfield   CT  
 



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


Member Fee $50.00
Time has expired
to pay this online


Non Member Fee $100.00
Time has expired
to pay this online


Sponsor and Speaker Guests $0.00
Time has expired
to pay this online


Board Member and Guest $0.00
Time has expired
to pay this online


Agenda

 


Andrew Ladwig
VP of Business Development – Northeast United States
Advyson

Mustapha Baassiri
Chief Product and Technology Officer
Orion Advisor Solutions

Bob Leaper
VP Sales and Marketing
Smartleaf

Chuck Failla, CFP®
Sovereign Financial Group, Inc.

Jun 8 2022 10:00AM


Morning Keynote: Trading Tech: Doing more with Less


Learn how technology can help your practice operate more efficiently and effectively. This panel discussion will explore some of the hottest topics in trading tech today: Direct Indexing, Household Level Rebalancing and Model Market Places. (No CFP CEU)
Presented by Orion, SmartLeaf, Advyson and moderated by Charles Failla.



Gregory Ortman
Fixed Income Investment Director
Capital Group | American Funds

Jun 8 2022 11:00AM


Morning Breakout 1: Fixed Income


How are you adding fixed income to portfolios in this rising interest rate market? This session will provide recommendations on how to hedge the current market environment.
Presented by Capital Group



Alec Strain
Business Development Officer
Bitwise Asset Management

Jun 8 2022 11:00AM


Morning Breakout 2: A Professional Investor's Guide to Bitcoin, Blockchain, and Crypto


Financial professionals are questioning whether current trends can continue and if now is the time to add crypto to client portfolios. In this presentation you will learn the three major technological improvements that Bitcoin and blockchain enable and what advisors should consider if adding crypto exposure to portfolios.
Presented by Bitwise



David Lehman
Commissioner
CT Depart. of Economic and Community Development

Jun 8 2022 12:15PM


CT State of the Union


The Commissioner of the Connecticut Department of Economic and Community Development will give an economic update on the health of Connecticut’s economy.



Dominic Maister
Managing Director, Global Head of iShares Due Diligence
BlackRock

Davide Andaloro, CFA
Vice President, Market and Portfolio Strategy Team of Strategic Advisory Solutions
Goldman Sachs

Christopher M. Lee, CFP®, CPWA
New England Capital Financial Advisors, LLC

Jun 8 2022 12:30PM


Luncheon Keynote: Active vs. Passive Investing


Investors have been debating the merits of active vs. passive investing for decades – and it is still one of the industry’s most widely contested topics. Hear from two of the largest money management firms in the world as they debate the merits of each side.
Presented by Blackrock and Goldman Sachs



Kevin Green
Senior Researcher
Dimensional Fund Advisors

Jun 8 2022 1:30PM


Afternoon Breakout 1: Equity Research Roulette


This session will take a closer look at new research and thought leadership in the equity space focused on topics of interest to many investors, including the role that dominant stocks atop the market have over time and a look at whether or not macroeconomic signals predict stock returns.
Presented by Dimensional Funds



Lindsey Ludwig, CFA
Option Strategist
BlackRock

Michael Capizzi
Managing Director, Business Development
Cboe Vest Financial LLC

Chuck Failla, CFP®
Sovereign Financial Group, Inc.

Jun 8 2022 2:30PM


Afternoon Keynote: Beyond Covered Calls: Strategies for hedging your portfolio


This session will explore various strategies and solutions for hedging your client portfolios. In addition to covered calls, the panel will do a deep dive into such topics as short puts, collars, structured ETFs, and more.
Presented by First Trust and SpiderRock
Moderated by Chuck Failla



Sessions

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


DateCourse Title/DescriptionStartCFP®
Jun 8, 2022 Morning Keynote: Trading Tech: Doing more with Less Andrew Ladwig Mustapha Baassiri Bob Leaper Chuck Failla, CFP® 10:00 A
Morning Breakout 1: Fixed Income Gregory Ortman 11:00 A 1.00
Morning Breakout 2: A Professional Investor's Guide to Bitcoin, Blockchain, and Crypto Alec Strain 1.00
CT State of the Union David Lehman 12:15 P
Luncheon Keynote: Active vs. Passive Investing Dominic Maister Davide Andaloro, CFA Christopher M. Lee, CFP®, CPWA 12:30 P 1.00
Afternoon Breakout 1: Equity Research Roulette Kevin Green 1:30 P 1.00
Afternoon Keynote: Beyond Covered Calls: Strategies for hedging your portfolio Lindsey Ludwig, CFA Michael Capizzi Chuck Failla, CFP® 2:30 P 1.00



Registration Fee
Member $50.00
 
Non-Member $100.00