Smart Money: Where Professional Investors are Finding Opportunities – Prudential – 11.24.20

April 20, 2019

Overview:

Title: Smart Money: Where Professional Investors are Finding Opportunities

Date: Tuesday, November 24, 2020

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Accepted for one hour of CFP^®, CFA^® & CIMA^®, CIMC^®, CPWA^® or RMASM CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.(Not Applicable for On Demand)
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Summary:

On Demand Soon.

Each quarter, the Strategic Investment Research Group surveys leading investment managers for their outlook on the financial markets, the economy, and relevant topical issues facing investors. The collective sentiment from the survey provides perspectives on where some of the brightest minds in the industry are finding the most compelling opportunities, and the biggest risks. In this course, we will present the findings from our most recent survey as well as examine how active managers are currently positioning their portfolios and how that positioning has evolved over time. The course will conclude with a discussion of some of the biggest themes at play in the market today and how advisors can position their client’s variable annuity portfolios to take advantage.

Speakers:

Brian Ahrens Senior Vice President Director, Strategic Investment Research Group PGIM Investments

Brian Ahrens is a senior vice president and head of the Strategic Investment Research Group (SIRG) at PGIM Investments. He and his staff focus on investment consulting, portfolio construction, and risk oversight activities. Currently, the team consults on over $300 billion in total assets.* Investment Experience. Brian is also part of a portfolio management team that manages asset allocation strategies totaling over $45 billion in assets.* His responsibilities include portfolio risk oversight, manager fulfillment, and the allocation of assets among multi-manager sleeves. He has been with Prudential for over 25 years. Education. Brian earned his MBA in finance from the Stern School of Business at New York University. He graduated from James Madison University with a double major in finance and German. *As of December 2016.

Michael Visconti, CFP^®️ Vice President, RIA/Advisory Sales Prudential Annuities^®

Michael Visconti is a regional vice president for the advisor channel at Prudential Annuities. He covers Fairfield County in Connecticut, Westchester County, Hudson Valley, Greater NYC and Long Island territories. Mike has been with Prudential Annuities since 1997. Prior to becoming a wholesaler, Mike worked as an internal wholesaler, a regional sales manager and most recently as director of internal sales. During his time at Prudential Annuities, Mike has consistently been recognized for exceptional performance and in 2015 and 2017, he received the Wholesaler of the Year award. Mike holds FINRA Series 7, 26, 66, and Life & Health licenses. He also obtained his Certified Financial Planner (CFP^®) designation in 2013. He graduated with a bachelor’s degree in finance and risk management/insurance from the University of Connecticut and an MBA from Fairfield University. He resides in Fairfield, Connecticut with his wife Heather and two sons Michael and Thomas.