Oct
10
8:30am 8:30am

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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Jul
28
6:00pm 6:00pm

Why Women Investors Excel: The science behind high-performing female money managers

Broads Circle Presents:

Why Women Investors Excel

The science behind high-performing 
female money managers

A conversation with Meredith Jones, author of 
Women of The Street: Why Female Money Managers 
Generate Higher Returns (and How You Can Too)
 
and featured biotech fund manager and 
DAFNA Capital Management's CIO, Dr. Fariba Ghodsian.

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Jul
16
5:00pm 5:00pm

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

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