Jan
16
12:00 PM12:00

CFA Luncheon - Pittsburg

Want to make more money for you and your clients? Increase gender diversity in the investment management industry. There is a growing body of proof that adding women to investing can boost returns, reduce volatility and create jobs from Wall Street to Main Street. This luncheon discussion will provide key facts about how gender diversity can impact your bottom line, while also providing practical solutions to recruiting and retaining female employees.

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Oct
10
8:30 AM08:30

UMB Client Conference, Dana Point, CA

Are you trying to raise assets for your fund? Is it proving to be harder, more time consuming or simply more frustrating than you expected? This interactive session will help fund managers and marketers figure out how to effectively navigate the investor landscape, with an emphasis on the following topics:

  • Targeting the right investors at the right time
  • Effective strategies for first contact
  • Keeping in touch – balancing persistence with pestering
  • Asking for feedback
  • Getting to yes (or no)
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Aug
1
to Aug 2

The Unconvention - Overthrowing the Low Return Environment - New York

This theme addresses a question that continues to challenge investors: How can you achieve your return objectives in a low return environment?   While taking a cue from the mood of the electorate, the title is meant to encourage investors to consider this question from several angles.

  • Mobilize toward innovative policies.  What new portfolio construction techniques and investment processes can you implement?
  • Question assumptions.  “Everyone” thinks it’s a low return environment.  What if they’re wrong?  Better yet, what can investors do to prove them wrong?
  • Embrace the new. What new ideas will allow portfolios to outperform?
  • Find the upside. Should a low return environment matter to long-term investors?
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