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January 2018

15th Annual Made in America, Taft-Hartley Benefits Summit

January 21
The Tropicana Las Vegas Las Vegas, NV United States + Google Map

Director of Taft-Hartley Consulting, Jeff Benoit, CIMA®, will be speaking at the 15th Annual Made in America Taft-Hartley Benefits Summit in Las Vegas on January 21-23.

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TD Ameritrade Institutional’s National LINC 2018

January 31 @ 11:00 am - 12:00 pm
Hyatt Regency Orlando, 9801 International Dr
Orlando, FL 32819 United States
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Principal and Research Director – Global Public Markets, Brad Long, CFA, will speak on the panel How to Successfully Outsource Investment Management at TD Ameritrade's National LINC 2018 conference on January 31st in Orlando, FL.

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February 2018

Kestra Financial’s Ascend 2018 Advisor Conference

February 7 @ 11:00 am - 12:00 pm
Hilton Anatole, 2201 North Stemmons Freeway
Dallas, TX 75207 United States
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Principal and Director of Consulting, The Wealth Office™, Adam Newell, CFA, CFP® and Senior Consultant, The Wealth Office™, Bill Parker, CIMA® will speak in the breakout session The Morningstar Mirage, Why Research Matters at Kestra Financial's Ascend 2018 Advisor Conference in Dallas, Texas on February.

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12th Annual Alternative Investment Consultants Summit

February 22 @ 11:00 am - 12:30 pm
The Stamford Marriott Hotel & Spa, 243 Tresser Boulevard
Stamford, CT 06901 United States
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Research Director - Global Hedge Fund Strategies and Capital Markets, Anthony Novara, CFA, will speak on Hedge Fund Strategies to Protect Assets in Downtown Markets at Investment Management Institute's 12th Annual Alternative Investment Consultants Summit on February 22nd in Stamford, CT.

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Institutional Investor Forums: 9th Annual Global Real Assets Investment Forum

February 27 @ 8:00 am - 8:30 am
Four Seasons, Austin, 98 San Jacinto Blvd
Austin, TX 78701 United States
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Regional Director, Senior Consultant, Jeff Barrow, CIMA®, will be the leading the session on Benchmarking Surveys at Institutional Investor's 9th Annual Global Real Assets Investment Forum in Austin, Texas on February 27th.

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March 2018

2018 NBOA Annual Meeting

March 6 @ 8:45 am - 10:00 am
Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr.
Nashville, 37214 United States
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Senior Consultant, Ahmed Farruk, CIMA®, AIF and Senior Consultant, Joe Syron will speak about Serenity Now! A Seinfeld Spin on Sustainable Endowment-Spending Policies at the 2018 NBOA Annual Meeting in Nashville, TN on March 6th.

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P&I’s Global Fixed Income & Credit Symposium – Chicago

March 6 @ 3:00 pm - 4:00 pm
Gleacher Center, 450 N Cityfront Plaza Dr.
Chicago, IL 60611 United States
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Research Director - Global Public Markets, Brad Long, CFA, will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 6th in Chicago.

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P&I’s Global Fixed Income & Credit Symposium – New York

March 8 @ 3:00 pm - 4:00 pm
The Princeton Club, 15 W 43rd St
New York, 10036 United States
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Principal, Executive Research Director, Matt Porter, CIMA® will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 8th in New York.

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IvyFon Family Office Trends Seminar

March 9 @ 9:00 am - 10:30 am
Gardere, One American Center - 600 Congress Ave # 2900
Austin, TX 78701
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Regional Director & Senior Consultant, Jeff Barrow, CIMA®, will be moderating the Energy panel at the IvyFon Family Office Seminar on March 9th in Austin.

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2018 Thrivent Premier Practices Academy

March 13

Principal, Chad Tisher and Financial Institutions Practice Leader, Senior Consultant, Joe Cortese, will speak on Positioning as a Wealth Manager: Investment Advisory Best Practices at the 2018 Thrivent Premier Practices Academy in Memphis on March 13th.

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