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Conferences


The goal of the Showcase is to streamline the traditional due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships.
 

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FA_PW_ImpactInvesting 2014


Opportunity Knocks
Find out why impact investing is attracting attention, assets, and is opening up a huge channel of new business for the financial services industry. Leaders from the impact investing industry will share their success stories and explain how seeking alpha doesn't necessarily have to come at the expense of social and environmental impact. From portfolio analysis to powerful stories of social chane, Impact Boston is an event that will challenge you to think, collaborate, and better plan a future for your business - and us all. You'll be given the tools to attract and retain assets - as well as appeal to millennial investors with a new investment apporach. Impact investing programs are expected to skyrocket and reach $1 trillion of assets under management in the coming years.


Attend. Learn. Participate. Profit.

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PW_EFO_2014

The very wealthy ($30 million or more) are strongly gravitating to the single and multi-family office model. It’s proving to be one of the most effective ways of sourcing and working with the very wealthy. Concurrently, the structures and dynamics of the single and multi-family office are quickly and, in some ways, dramatically, evolving.
 

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FA_PW_RE_2015

The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs. The symposium 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. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.
 

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The Liquid Alternative Investment Summit

The Innovative Alternative Strategies 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. This event brings together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance. 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.


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