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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 fincludes 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

   
  
 
 
 
 
 
 
 


SmartLeaf


Goldman Sachs

Dimensional Funds
 
 

Stay tuned for additional details.

More Event Details

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

Guest Fee

Agenda

 

Jun 8 2022 9:30AM


Registration (Continental Breakfast)



Jun 8 2022 10:00AM


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


Jun 8 2022 11:00AM


Morning Breakout 2: Crypto Currency


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


Jun 8 2022 11:50AM


Buffet Lunch




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.


Jun 8 2022 12:30PM


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


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


Jun 8 2022 1:30PM


Afternoon Breakout 2: Adding Alpha to Portfolios


Are you looking for investment strategies to meet the challenge of consistently creating alpha within your portfolios? If so, this interactive session will help you understand and build successful alpha-generating processes.


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 moderated by Charles Failla


Jun 8 2022 3:30PM


Happy Hour & Networking on the Patio: Hosted by Blackrock




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 Registration (Continental Breakfast) 9:30 A
Keynote: Trading Tech: Doing more with Less 10:00 A
Morning Breakout 1: Fixed Income Gregory Ortman 11:00 A info
Morning Breakout 2: Crypto Currency info
Buffet Lunch 11:50 A
CT State of the Union David Lehman 12:15 P
Keynote: Active vs. Passive Investing 12:30 P info
Afternoon Breakout 1: Equity Research Roulette 1:30 P info
Afternoon Breakout 2: Adding Alpha to Portfolios info
Afternoon Keynote: Beyond Covered Calls: Strategies for hedging your portfolio 2:30 P info
Happy Hour & Networking on the Patio: Hosted by Blackrock 3:30 P



Registration Fee
Member $50.00
 
Non-Member $100.00