Financial Advisor and Private Wealth magazines host a variety of conferences that focus on Retirement Planning, Alternative Investments, Family Offices, Impact Investing, Women Investors and an Asset Manager Showcase. All of our events include general sessions and keynote panels as well as breakout sessions. CE credits are offered for qualified topics.
March 22, 2016 | The Westin Fort Lauderdale – Fort Lauderdale, FL
Smart beta strategies have garnered a lot of attention both in the media and with investors. Approximately $1 in every $5 moving into ETFs is earmarked for smart beta funds. Designed to provide market exposure based on non-price-weighted factors these strategies have been touted to provide risk-adjusted returns in excess of traditional market-cap weighted indexes.
View this year’s agenda.
April 5-6 | New York, NY
Designed exclusively for financial advisors looking to meaningfully bring in more assets to manage from the ultra-wealthy.
May 3-4, 2016 | Hyatt Regency Dallas
Invest In Women is an impactful forum of discussion that generates inspiration and solutions. This conference explores the leading edge of wealth management from both the growth and the disruption perspectives as examined by visionary, top-ranking and seasoned women in the industry. Fully leverage your greatest resource, tap the largest market, and build the relationships that will propel you into the executive suites of the industry.
May 4, 2016 | Hyatt Regency Dallas