Forward

At a time when fixed-income yields are near historical lows, investors are looking to dividends as an alternative income source. But as straightforward as dividend investing may appear, mistaken assumptions and misperceptions can undercut both income and total return potential.

Join Forward’s Dividend Signal Strategy™ team as they discuss seven common mistakes dividend investors make and how to avoid them. Topics will include yield and growth factors, international investing, ETFs and more.

Investors have been conditioned to believe that traditional bonds are safe and can deliver 5% annualized yields over the long term. In the current climate, neither may be true.
Join the webcast as Nathan Rowader provides answers to many questions your clients may have regarding income investing, including:
•Is the bull market for bonds over?
•What is the impact of rising interest rates?
•Where might opportunities exist in this new environment?

We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

This quarter, we will discuss the following topics:
•Are there obstacles to the U.S. economy continuing to expand?
•Overview of Global Markets and pockets of opportunities: Where are the opportunities for investors?

Alan Reid, Forward CEO, discusses our company, our products and what investors are looking for in our latest video.

Commercial real estate markets appear to be entering an extended cycle of recovery. Institutions and private equity funds are taking note as they ratchet up their real estate commitments. Please join an informative and entertaining webcast with Forward’s Real Estate team to learn more about what’s behind this powerful new cycle.

Emerging markets have truly evolved, with the four major countries that became synonymous with emerging markets — Brazil, Russia, India and China — facing slower growth and some of the hiccups of development. Now, many smaller countries not top of mind with investors are exhibiting some of the growth expected of emerging markets.

So, what exactly are emerging markets now and how should investors allocate their money to these markets? Where within this universe are the best opportunities, given that some of these smaller markets like Turkey and Thailand have logged double-digit gains in 2012 while Brazilian and Chinese names have lagged? And what about bonds? Where is the opportunity? Corporate debt? Local-denominated bonds?

Join this live roundtable discussion as experts share their thoughts on where the best opportunities lie and where emerging markets are headed in 2013.

Panelists:
* Reshma Kapadia, Staff Writer, Barron's Magazine (Moderator)
* Bruce Brewington, PM, Forward Management, LLC
* Rob Lutts, CIO, Cabot Money Management
* Robert J. Luna, CEO, Surevest Capital Management

While many traditional income strategies are falling short of investors’ needs, the global investment landscape holds an expanding array of income-generating strategies. How can investors navigate the risks and opportunities they present?

Join us for a virtual roundtable exploring this new generation of income approaches. Forward research and investment professionals specializing in these strategies will brief you on the basics, share their insights and answer your questions.

Nathan Rowader, Forward’s Director of Investments & Sr. Market Strategist, presents a fourth quarter review of the Forward Income Builder Fund.
Highlights of Nathan’s presentations include:
• The current state of traditional asset allocation funds and income sources
• Growth opportunities in the current market
• Performance and allocation summary

Nathan Rowader, Forward’s Director of Investments & Sr. Market Strategist, presents a fourth quarter review of the enhanced Forward Global Asset Allocation Series and Forward Income Builder Fund.
Highlights of Nathan’s presentations include:

•The current state of traditional asset allocation funds and income sources
•Growth opportunities in the current market
•Performance and allocation summary

We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.