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.
Russ Prince Family Office Series 2016
Grant Thornton Offices | New York, NY
Designed exclusively for financial advisors looking to meaningfully bring in more assets to manage from the ultra-wealthy.
Designed for financial advisors and aligned professionals looking to expand or refine their investment offerings.
Designed for professionals – financial advisors, attorneys, accountants, insurance agents, and bankers – who want to work with middle-market family businesses and families that control these enterprises.
Designed for financial advisors, accountants, bankers and other professionals who want to establish or refine their multifamily offices.
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
The Retirement Advice Conundrum: Reconciling Emotional Wants and Financial Needs
In this 90-minute talk (followed by open-ended Q&A), Nick Murray offers the perspective both of an experienced advisor and a contemporary of your retiring clients.
May 5-6, 2016 | Hyatt Regency Dallas
The conference provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. The conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.
September 18, 2016 | Sheraton Denver Downtown, CO
Leading industry experts will share their insights and acumen on ways to gain and retain clients by leveraging the myriad attributes impact investments afford. From prospecting to client meetings and next-generation planning, attendees will amass the knowledgeware and skill set to service clients at a higher level and collaborate for a more prosperous future.
September 19-20, 2016 | Sheraton Denver Downtown
Using Liquid & Traditional Strategies to Diversify & Improve Alpha
The Inside Alternatives Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors. To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community.