Building a Better Global Portfolio: Closed-End Funds
Join Morningstar’s Cara Esser as she moderates a panel of international closed-end fund professionals. The panel will discuss the importance of adding global CEFs to a diversified portfolio, where the best international values lie, and how the interconnectedness of the global financial marketplace is affecting investors.
Cara Esser, Closed-End Fund Analyst, Morningstar
Donald Amstad, Director of Business Development, Aberdeen Asset Management
John Cole Scott, Portfolio Manager, EVP, Closed-End Fund Advisors
Lewis Aaron, Director, Fund Consultants LLC
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
FTSE Russell recently published results from its first US financial advisor smart beta survey. In this webinar, FTSE Russell reviews those results, providing a background for discussion with smart beta providers and practitioners.
Invesco PowerShares will offer insight into smart beta as part of the investor toolkit and how these strategies can be implemented in core-satellite portfolios.
Speakers: Rolf Agather – FTSE Russell, John Feyerer – Invesco PowerShares
Time: 1:00pm - 2:00pm EST
Our review of historical market performance, and our forward-looking assessment of the economy and markets suggests that the long-anticipated initial hike in the Fed funds rate should not be disruptive to financial markets.
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.
You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)
Can’t Miss Takeaway:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.
Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
Julie Currid, COO of Initiafy, and Sean Fennell, CEO of Initiafy
No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.
Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.
This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.
It advises you on your obligations as well as the kind of information you may wish to impart.
YSC is a business psychology consultancy who have been at the forefront of assessing high potential in FTSE 100 organisations. This session will look at their model of high potential and identify the process of assessment involved to understand the psychological components which are deterministic of high potential performance and leadership.
The model used by YSC is the most applied in the UK and has been formally validated through extensive research
Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.
However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.
Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:
Focusing on your firm's marketing can be tough but with these four tips we'll walk you through some 'quick wins' that can make a real difference to your firm's communications with both existing clients and new prospects. Looking closely at elements of topics including Search Engine Optimisation (SEO) and social media, the webinar will discuss both why implementing these tips is a good idea and how you can go about getting them live, without any need for outside help.
Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.
Attendees will learn:
-To what degree can you computerise the Life Planning process within your own firm and is it advisable?
-What are the advantages of having it on the web?
-How to attract clients with web based Financial Life Planning
-How to ask effective, meaningful questions through technology interfaces
-Interpret client responses and understand personal communications over the web
-How to keep the flow of intensive two-way reciprocation using technology
Daniel Tubbs ACA, CFA Senior PM/ Analyst, Mirabaud
Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.
Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.
Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.
Joseph Duran, John Michel, Jon Stein, Elliot Weissbluth
Elliot Weissbluth of HighTower Advisors leads a panel of leading internet-based advisors, Betterment’s Jon Stein and CircleBlack’s John Michel, as well as industry contrarian, Joe Duran of United Capital Financial Advisors. The group will examine the “robo-advisor” landscape and answer the simplest of questions: friend or foe?
Steve Lockshin, Brent Brodeski, Grant Rawdin, Sterling Shea
In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.
Elizabeth Nesvold, Daniel Seivert, Leonard Chang, Corey Kupfer
Corey Kupfer (Hamburger Law Firm) will sit down with Lenny Chang (Co-Founder and Managing Director of Focus Financial Partners), Elizabeth Nezvold (Managing Partner of Silver Lane Advisors), and Dan Seivert ( CEO and Managing Partner of Echelon Partners), to discuss the levers available and mindset required to get deals consummated for investment advisers. Whether it’s inorganic growth, implementation of a succession plan, a business combination, or an outright purchase/sale, all present challenges that each of these panelists have helped numerous advisers overcome.
Michael Durbin, Bernard Clark, Mark Tibergien, Shirl Penney
Heads of all three of the largest US custodians will be together on the stage to have a candid conversation about the opportunities and threats that lie ahead for independent RIAs. They will debate their roles and value proposition in supporting independent advisers, including where they are committing resources.
Why should the strategic acquirers have all the fun?
Raising capital is important to your business too- but it’s no secret that access to it is more difficult. Traditional banks don’t (generally) understand the advisory business and private lenders and investors are more cautious and have upped their standards- and the cost of their capital. What are the options?
The panel, moderated by Paul Lally of Gladstone Associates will discuss current market trends in capital sourcing and present two options for access. Joining Paul will be Phil Green, CFO of Brinker Capital, a $17.5 Billion RIA who strategically deploys capital to advisory firms to fund acquisitions and Steve Smits, General Manager of Live Oak Bank, a leading provider of business loans to independent business people in niche industries.
Harvey Pitt, Eliot Spitzer, Brian Hamburger, Skip Schweiss
A curriculum comprised of the top 3 regulatory issues effecting the growth trajectory of independent advisers. Brian Hamburger will moderate former New York Governor and Attorney General Eliot Spitzer and former SEC Commissioner Harvey Pitt, while TD Ameritrade's Managing Director of Advisor Advocacy & Industry Affairs will provide his color commentary on these important issues.
With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.