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Exceptional Advisor Webinar Series

brought to you by Investments & Wealth Monitor

Please save the date and/or register for one of our Exceptional Advisor® Webinar Series events, brought to you by the Investments & Wealth Monitor®. All of the programming is delivered in real-time in a virtual webinar format (e.g., at a scheduled date and time). Join us for a biweekly, one-hour webinar hosted by Tony Davidow, CIMA®, Chair, Investments & Wealth Monitor® Editorial Committee, or for a half-day of education on a focused industry topic with our quarterly Focus On events.



2020 Schedule 

Regime-based Asset Allocation Webinar 
October 8, 2020 | 4:30 - 5:30 p.m. ET

In this exclusive webinar, Tony Davidow, CIMA®, interviews Bruce Stewart, CIMA®, CAIA®, Managing Director of Investment Strategy at Pitcairn. They will discuss regime-based asset allocation as an alternative asset allocation approach, allocations across various regimes, and some of the inherent limitations. They also will discuss the pros and cons of various approaches, including: modern portfolio theory (MPT), post-MPT, Black-Litterman, liability-driven investing, risk parity, and goals-based Investing. In addition, the discussion will delve into whether the “60/40” portfolio still makes sense, the role alternative investments play in building portfolios, and whether advisors should be more tactical in positioning clients’ portfolios.
Learn more and register here.

Women in Wealth Webinar: Diversity and Inclusion
October 19, 2020 | 4:30-6:15pm ET

Join us live as Herman Brodie examines the hurdles of progressing from a behavioral perspective. He will demonstrate how greater career success is the reward for individuals who see diversity and inclusion as a skill to be learned. This session focuses on one behavioral concept that crucially shapes those interpersonal exchanges: the stereotype. All of us use stereotypes, but Herman will explore how/why they are formed and how they can be changed.

Our panelists Laura Gregg, Kate Healy, and Amy Webber will evaluate diversity in the workplace. Learn from these speakers how addressing diversity within your organization can makes a positive impact with client discussions, investing strategies and overall success.
Learn more and register here.

Building Better Outcomes Webinar: A Factor-based Approach
October 22, 2020 | 4:30 - 5:30 p.m. ET

Investing in factors can help improve portfolio outcomes, enhance diversification, and help manage risk. However, different types of factor investing come with different benefits and potential challenges. In this one-hour webinar sponsored by John Hancock Investment Management, learn investor considerations for incorporating factor-based investing into portfolios.
Learn more and register here.

Behavioral Finance Webinar: Practical Implementation 
November 5, 2020 | 4:30 - 5:30 p.m. ET

In this exclusive webinar, Tony Davidow, CIMA®, interviews John A. Nersesian, CIMA®, CPWA®, CFP®, Head of Advisor Education, PIMCO. An abundance of academic literature highlights behavioral biases that investors exhibit over time. Daniel Kahneman, Richard Thaler, and Meir Statman have explained how investors too often react emotionally and not rationally. In this webinar, we will delve into the most common behavioral biases, how advisors should identify which clients exhibit these biases, the implications for investors and advisors, and tactics and techniques to overcome behavioral biases. 
Registration coming soon.

Focus on Investment Portfolios for HNW Clients
November 10, 2020 | 11:00am-3:30pm ET

Join us for a half-day of education focused on investment portfolios. Portfolios for high-net-worth (HNW) clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts.
Learn more and register here.

Income Crisis Webinar: Finding Income in a Low Yield Environment
November 17, 2020 | 4:30-5:30pm ET

Since 1990, there have been nearly 20 global events that have caused short-term panic and uncertainty. The Covid-19 pandemic has created significant volatility in the stock market and record low interest rates, resulting in an income crisis as investors search to find yield. Private (non-exchange traded) real estate may offer a way to shield investors from short-term volatility of the stock market while also generating income. In this one-hour webinar, join Black Creek Group as they discuss the resilience of private real estate amidst historical global crises and how to provide a meaningful source of income for investors in a time of low yield. 
Registration coming soon.

The 10th P is Purpose and Why This will Matter More than Ever
November 19, 2020 | 4:30 - 5:30 p.m. ET

IIn this exclusive webinar, Tony Davidow, CIMA®, interviews Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, The Conscious Wealth Management Group at Morgan Stanley. We’ll explore the importance of “Purpose” and why it matters so much today. We will delve into industry trends and developments surrounding sustainable investing. This session will cover the following: what are the 10 Ps, why this is important today, how it fits within the consulting process, and what role advisors should play in aligning portfolios and purpose.
Registration coming soon.