Aug 3

The UnConvention

The 2017 UnConvention in New York City brings institutional investors together to discuss the pressing portfolio management issues of the day. Check back for more details. 

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)

9:00 am09:00

Maryland Association of CPA's Annual Event

The topics of discussion will be cognitive and behavioral alpha within the investment landscape. Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) will be featured. 

Oct 13

CFA Society of Iowa

Events in Des Moines and Cedar Rapids to discuss "Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)"

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?
8:30 am08:30


The second annual LA ALTS event will feature Meredith as a speaker. More details to come.

Oct 21

NAPFA Fall Conference - Indianapolis

Meredith will be leading a breakout session for conference attendees focused on the differences between male and female investors and how to successfully grow a financial practice by focusing on the feminine financial mystique. 

Sep 15

UMB Annual Conference

Park City, Utah - Meredith will be leading a workshop on how to position and market a hedge fund.

5:00 pm17:00

CFA Nashville 50th Anniversary Event - The Future of Finance

The gala features a keynote address by John Frank, Vice Chairman, Oaktree Partners and a panel discussion with Michael Trotsky, Executive Director of MassPRIM, a Kevin Walters, the Director of Communication for the Securities Division of TN’s Department of Commerce and Insurance, and Robert Stammers, Director of Investor Education at CFA Institute. The panel will be moderated by Meredith Jones, a pioneer in emerging and minority manager research, alternative investment consultant, author and local Nashvillian.

For more information CLICK HERE