RIA Channel kicked off its 6th annual Advisor Playbook event on January 22nd, at 12pm. Designed exclusively for financial advisors, the Advisor Playbook will showcase strategies, educational content, and research from expert investment managers. Market outlooks, investment trends, themes and opportunities will be presented.
Featured speakers include: Bruce Bond, Co-Founder & CEO, Innovator Capital Management; Kevin Carter, Founder & CIO, EMQQ; Kelly Coyne, Vice President, Global Women’s Strategies, Impax Asset Management LLC; Jon Maier, Chief Investment Officer, Global X ETFs; Marko Papic, Partner & Chief Strategist, Clocktower Group; Jonathan Hirtle, Founder & Executive Chairman, Hirtle Callaghan; Tom Wald, Chief Investment Officer, Transamerica Asset Management, Inc. and more.
This complimentary, educational, online symposium, has been accepted for 3.5 CFP/IWI/CFA CE Credits. The Agenda for the event includes:
- 12:00pm ET: 2021 Market and Economic Outlook
- 12:30pm ET: Geopolitical Alpha: Risks and Opportunities in the New Decade
- 1:00pm ET: Macroeconomic Market Outlook and ETF Model Porfolios
- 1:30pm ET: Sustainable Solutions for an Economy in Transition
- 2:00pm ET: The State of Private Equity
- 2:30pm ET: Preparing for Lower Future Bond Returns with Defined Outcome ETFs
- 3:00pm ET: Capturing The Growth of China
Now On Demand.
Friday, January 22, 2021
12:00pm – 3:30pm ET
Accepted for 3.5 CFP/IWI/CFA CE Credits.