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Exceptional Advisor® Webinar Series

brought to you by Investments & Wealth Monitor®

Is it Time for a Novel Investment Approach? Webinar

July 16, 2020 | 4:30 p.m. EST*
In this exclusive webinar, Tony Davidow, CIMA®, interviews Arun Muralidhar, PhD, co-founder, Mcube Investment Technologies. Muralidar will share new research suggesting that investors may need to adopt a new approach given the impact of COVID-19. He will explore asset allocation considerations in a post-pandemic world, the need for revisiting client goals, and the importance of adequate cash flow.
*Date change

What You’ll Learn:

  • Asset allocation considerations in a post-pandemic world
  • Client goals
  • The importance of adequate cash flow

Speaker

Arun Muralidhar, phD, Co-Founder, M-Cube Investment Technologies

Arun is a nationally-recognized leader in pension reform, asset allocation and currency management. The author of Innovations in Pension Fund Management and A SMART APPROACH to Portfolio Management, and co-author of Rethinking Pension Reform, and editor, European Pension Reform, assists institutional investors in asset allocation, currency management, and external management oversight through customized investment advice.

 

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 July 16, 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.