Cash Isn’t King: Active Insights for Long-Term Wealth Creation
Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use. CE credits available pending approval.
- Investing for Income Across the Capital Structure
Dan Bastasic, iA Global Asset Management
Summary - Opportunities in Non-Traditional Fixed Income
Jeff Sujitno, Wellington Square
Summary - Doing Dividends Differently
Dan Rohinton, iA Global Asset Management
Summary - Investing for Alpha in the U.S. Equity Market
Adam Mushaweh, Loomis, Sayles & Company
Summary - Driving Outperformance in the Global Equity & Fixed-Income Markets
Eileen Riley, Loomis, Sayles & Company
Summary - Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
Michael Kitces, Kitces.com
Summary
