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Focus on Trends in Portfolio Management

Focus on Trends in Portfolio Management

Focus Series, Virtual Event 
Thursday, November 7, 2019 | 11 a.m. ET - 3:30 p.m. ET


Portfolio management is evolving quickly with advisors facing a growing range of options in how to manage assets for clients. The challenge is striking the right balance between passive vs. active management, incorporating clients’ behavioral preferences, and providing institutional-quality access to alternative investments. In this half-day, virtual event, learn a step-by-step decision-making process for adding alpha to your clients’ portfolios from a lineup of academics and practitioners.

Scheduled Sessions

Building Better Portfolios | 11-11:50 a.m. ET
John Bryson, Head of Investment Consulting, John Hancock Investments

Portfolio management is evolving quickly with advisors facing a growing range of options in how to manage assets for clients. The challenge is striking the right balance between passive vs. active management, incorporating clients’ behavioral preferences, and providing institutional-quality access to alternative investments. Learn from a lineup of practitioners and educators with this half-day, online event as they explain the step-by-step decision-making process for adding alpha to your clients’ portfolios.

Behaviorally Adjusted Portfolios | 12:10-1:00 p.m. ET
Eben Burr, Behavioral Finance Educator, Toews Corporation

Description coming soon!

The Liquidity Mismatch in Client Portfolios: Alternative Investing | 1:20-2:10 p.m. ET
Kimberly Fynn, CFA, Managing Director, XA Investments

Currently, there is a liquidity mismatch between conventional portfolio construction for individuals and their goals for the future. Individuals who are saving for retirement or college should have investment portfolios that reflect these long-term interests. Unfortunately, these investors often sacrifice additional returns in exchange for full and immediate liquidity. The liquidity mismatch is found anywhere in a portfolio that is 100% liquid but earmarked for long-term investment objectives; this is most stark when it comes to retirement savings. A more sensible approach for advisors and their clients involves aligning long-term retirement goals with a thoughtful allocation to illiquid alternative investments and their corresponding return opportunities.  This presentation highlights relevant research in the field of economics of liquidity and financial frictions and behavioral economics.

Incorporating Options into Your Clients' Portfolios | 2:30-3:30 p.m. ET
Marc Odo, CFA, CAIA, CIPM, CFP, Director of Investment Solutions, Swan Global Investments

Today’s financial advisors face numerous challenges. Protecting wealth, generating income, and providing alpha are top priorities. Options-based strategies can potentially address all three. This session introduces ideas about how options can fill the void. 
 

Registration & Fees (USD)

Register by October 10, 2019 for the early bird special rate:
  • $145 Member
  • $395 Join & Learn (includes 1-year of Investments & Wealth Institute membership)
Price after October 10, 2019:
  • $195 Member
  • $445 Join & Learn (includes 1-year of Investments & Wealth Institute membership)

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 into the webinar delivery platform on November 7, 2019 for the entire session(s) to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (pending approval)
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • Up to 4 hours of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the event
Note: In order for CE reporting to take place, you must enter your Institute ID number 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 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.

Special Thanks