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CIA Upcoming Events

Here’s a few upcoming events about the investment environment and managed portfolios for 2013. Our team will be participating as guest speakers. If you’d like to attend or request additional details about each event, please contact our team.

January 30, 2013

Innovations and Ideas for Asset Allocation Using ETFs
TD Ameritrade Annual Conference
Manchester Grand Hyatt San Diego, CA

Summary: Portfolio managers offering managed portfolios are using ETFs in new and innovative ways to provide investment solutions for financial advisors and clients. Learn more about which ETFs portfolio managers are evaluating and using to provide needed solutions for clients and how portfolio managers are using them in either tactical asset allocation or strategic asset allocation.

February 12, 2013

“Scaling your Practice for Growth – Think Differently”
Four Seasons Resort & Club Las Colinas-Dallas, TX (Room TBA)

Summary: Today’s investment landscape is going through a prolonged period of change. Those advisors who are willing to think differently about their practices to position their firms to take advantage of this environment have a tremendous opportunity to capture assets. Our panel will discuss approaches taken innovative advisors to transform their practices into growth businesses by thinking differently about their business model, their trusted service partners and their value proposition.


 

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