JV Events Group Liquid Alternative Strategies Summit 2017
A new President, policies in transition, rising rates and unexpected changes to the world economic order – how do investors position their portfolios? What new investment opportunities may arise and what can be done to mitigate ever-changing risks? With equities fully valued and recent draw-downs in conventional bonds, traditional investments may be facing growing pressures. Investment professionals will need to move beyond simplistic solutions in portfolio construction.
In the new investment regime, Liquid Alternatives may offer potential tools for risk managment, additional sources of return and diversification. Our conference will provide an in-depth review of the broad spectrum of Liquid Alternative strategies and their potential role in an evolving investment environment.
Our program centers around two key tasks for allocators using or considering Liquid Alternatives: picking the right strategies as well as picking the right managers. Investment professionals will be part of a highly engaging and substantive day of research and due diligence. The program is a unique opportunity to hear from a broad range of leading Liquid Alts portfolio managers and ask them how their strategies work, what are the risk/reward characteristics and how their funds best fit into a broader portfolio.
We will also address the three key issues most on investment professionals minds:
- Fee compression
- Taxes
- Capturing alpha/beating the benchmark
CFA Institute Wealth Management Conference 2018
Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.
Stay after and attend a specialized workshop on the Practical Implementation of ESG for Private Clients.
View the agenda and speakers from Wealth Management 2017.
Topics
Lido Consulting Family Office Investment Symposium 2017
Please join us as we host our 12th Annual Family Office Investment Symposium at The Santa Monica Loews Beach Hotel on March 27-29, 2017. Our highly acclaimed two and a half day Investment Symposium provides ample opportunity for our family office attendees to discuss the investment outlook for 2017. The Symposium offers you an opportunity to explore a wide range of investment vehicles that are gaining traction among significant family offices and provides you with concrete investment ideas that you may wish to consider as part of your own portfolio. Our event also serves as a platform for Family Offices to discuss their challenges, their success stories, and how to continue their legacy.
ALTSLA Conference 2017
The West Coast's Premier Alternative Investment Conference
Join the industry’s leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the 3rd annual ALTSLA Conference.
Barron's Top Independent Advisors Summit 2017
Barron's is proud to offer this intimate and invitation-only event, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.
The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.
CFA Institute Wealth Management Conference 2017
The 2017 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.
Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.
Lido Consulting Family Office Investment Symposium 2018
An opportunity to invest in your future.
For over 20 years, LIDO has been in the forefront of the family office industry. Our highly acclaimed two and a half day Investment Symposium provides ample opportunity for our family office attendees to discuss the investment outlook for 2018. The Symposium offers you an opportunity to explore a wide range of investment vehicles that are gaining traction among significant family offices and provides you with concrete investment ideas that you may wish to consider as part of your own portfolio. Our event also serves as a platform for Family Offices to discuss their challenges, their success stories, and how to continue their legacy.
ABA Wealth Management and Trust Conference 2017
Capitalize on Change
From advances in Fintech to regulatory developments, a range of changing dynamics have been transforming the Wealth Management and Trust industry. Now is the time to move forward and embrace challenges. The 2017 ABA Wealth Management and Trust Conference has your roadmap.
Join us in New Orleans -- on the eve of Mardi Gras -- for the one-of-a-kind industry event focused on the future of your business. You'll examine how today's Wealth management and Trust developments intersect with your business goals while unlocking opportunities to evolve, innovate and capitalize on change.
IMCA Investment Advisor Forum 2017
Investment advisors face a rapidly changing landscape in 2017 - new presidential leadership, Brexit implications, the race for resources, the Department of Labor’s fiduciary rule, and more. Are you ready?
TD Ameritrade Conference – National LINC 2017
For over two decades, TD Ameritrade has provided independent Registered Investment Advisors with opportunities to learn about the latest industry trends and business solutions, be inspired by the best people in the industry, network with other like-minded advisors and collaborate to solve current business challenges. Join us at our most anticipated event of the year, National LINC 2017.