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Focus Series Overview

Take an adventure with us and spend the afternoon on a deep dive.

The Institute’s Focus Series, promises to take a deep dive into the complexities of a specific industry topic or theme that our members have expressed interest in learning more about. Consisting of 3-4 individual sessions, led by industry thought leaders, Focus On Seriesthe Focus Series will immerse you in a single industry theme, featuring timely content that matters, right now.

We will provide a holistic approach to examining each subject from different angles and perspectives. You’ll gain valuable insights from industry leaders and have the opportunity to interact with industry heavy weights, in real-time, from the comfort of your home or office.

Walk away feeling more confident and energized to start adding more alpha to your services with your increased awareness and knowledge.


Delivered quarterly, these half-day events (3-4 hours) are conveniently brought to you virtually, so you enjoy from your home or office. And, don’t forget to tell a friend.


Upcoming Events

Mark your calendars so you don’t miss out.

First Quarter

Focus on Tax Alpha

High-net-worth clients want much more than simple investment tax-efficiency. They demand holistic TAX ALPHA that looks at all their financial moves through the lens of optimizing after-tax outcomes. This event provides strategic and actionable insights by advisors and for advisors to stay laser-focused on their clients’ 2021 tax situation.

January 27, 2021
11:00 am - 3:30 pm ET

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Second Quarter

Focus on Private Securities

Private securities are a critically important asset that institutions and high-net-worth investors cannot afford to exclude from their portfolios. Academic and practitioner experts provide up-to-the-minute information about private equity and credit, including the impact of the pandemic on the sector.  This event is designed for institutional consultants and wealth advisors to develop a competitive edge by providing access to this key market.

May 26, 2021
11:00 am - 3:30 pm ET

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Registration Coming Soon!

Third Quarter

Focus on Echange Traded Funds

Assets in Exchange Traded Funds are poised to hit $50 trillion by 2030. With a growth rate of 25% the total ETF market reached $5.3 trillion in 2020. ETFs have gained traction because of tax efficiency, lower costs, liquidity, and transparency. Join us for a discussion about the latest investment strategies, ideas on how to generate alpha and alternative income, and how active ETFs are changing how portfolios are constructed with ETFs.

August 25, 2021
11:00 am - 3:30 pm ET

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Registration Coming Soon!

Fourth Quarter

Focus on Retirement Planning

Retirement planning must be a client-centric process and address the unique mindsets retirees face as they transition from accumulation to decumulation. Drawn from the RMA® curriculum, this event highlights practical frameworks for developing a Household Balancesheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.

December 1, 2021
11am – 3:30pm ET

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Registration Coming Soon!

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