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Exceptional Advisor® Webinar Series

brought to you by Investments & Wealth Monitor®

A Pragmatic Approach to Selecting Investment Vehicles Webinar

August 13, 2020 | 4:30 p.m. EST*
In this exclusive webinar, Tony Davidow, CIMA®, interviews Theodore Enders, Managing Director, Goldman Sachs Asset Management. Mr. Enders will provide a framework for utilizing both active and passive strategies in building portfolios. He will explore how to incorporate active and passive strategies, product depth and accessibility, and optimizing between mutual funds and exchange-traded funds.
*Date Change

What You’ll Learn:

  • How to encorporate active and passive strategies
  • Exploring product depth and accessibility
  • Optimizing mutual funds and ETFs

Speaker

Theodore Enders, Managing Director, Goldman Sachs Asset Management

Theodore (TP) Enders is a senior portfolio strategist and managing director with Goldman Sachs Asset Management’s (GSAM) Third Party Distribution team. He co-leads a team focused on advanced portfolio construction topics, implementation and market strategy. He joined Goldman Sachs in 2004 as a vice president and managed the Portfolio Advisory Group and was named managing director in 2012. Prior to joining GSAM, he developed quantitative trading models and managed a fund-of-funds for a Boston alternative investment firm. He was an equity research analyst at Merrill Lynch from 2000 to 2002 and a corporate strategist with Morgan Stanley’s institutional investment management division from 1996 to 2000. TP was a surface warfare officer in the United States Navy from 1991 to 1995. He earned a BS in Operations Research from Cornell University’s College of Engineering and an MA in operations research and financial engineering from Cornell. He is a Certified Financial Analyst charterholder.

 

Registration & Fees (USD)

  • Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

Continuing Education 

Learners must be logged in to the webinar delivery platform on August 13, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • 1 hour of CE credit for CFP® certification, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within one week of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). Please note: the recording will not be worth CFP CE credit.

About the Exceptional Advisor® Webinar Series

The Exceptional Advisor® Webinar Series is a series of 60-minute, biweekly, live webinars with content powered by our award-winning Investments & Wealth Monitor® magazine. Each webinar will be hosted by the Chair of the Investments & Wealth Monitor’s Editorial Advisory Board, Tony Davidow.
 
The interactive series is designed by experts and for experts interested in analyzing facts and making informed decisions, especially in the face of dramatic headlines and uncertainty. Guests include leading academics, seasoned practitioners, and industry executives, striving to focus on the long-term implications of current events. Thus, this series is meant to be market education, not market commentary.

View upcoming webinars in the series.