Cash Sweep: A Cost of Doing Business or A Fiduciary Breach?
As interest rates creep lower, banks, custodians and money managers are finding creative ways to generate revenue. Though it’s not a new practice, many are forcing cash into sweep bank…
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Programs & Education
Events
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Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States
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How to Make More Persuasive Presentations
VirtualThe best presentations contain the right mix of information flow and interactivity, and are uniquely balanced to best fit audience interests, needs and priorities. And whether our audience consists of…
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[SOLD OUT] Asset Allocation Panel Luncheon
Clyde's of Gallery Place 707 7th St NW, Washington, DC, United StatesThe US and the global consumer sectors of the economy and stock markets continue to be strong. However, the current US market expansion has been underway since 2009 with the manufacturing…
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Emerging Markets Investment Outlook: New Challenges to Development
VirtualJoin us virtually on Tuesday, April 28th at 4 PM ET to hear about how the emerging markets equity universe has been impacted by the recent COVID-19 pandemic. Many forces…
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Managing Professional Relationships in a Time of Social Distancing
VirtualMany of us are struggling with the realities of the “new normal,” as it challenges the typical way we communicate with our colleagues, clients, and loved ones. Yet these relationships…
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Virtual Chat with ETF Expert Mariana Fariña Bush, CFA
VirtualJoin us on May 11 at 4 PM ET for a live webinar discussion with ETF expert, Mariana Fariña Bush, CFA, Managing Director for Global Manager Research, a division of…
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Systemic Risk and the Fiscal (Monetary) Response to COVID-19
VirtualJoin Sheila C. Bair, Founding Chair of the Systemic Risk Council, and Former Chair, Federal Deposit Insurance Corporation (FDIC) and Jeremy Stein, former Federal Reserve Board Governor, Moise Y. Safra…
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Global Demographics: The Demise of the Demographic Tailwind?
VirtualAlan Greenspan, former chairman of the Board of Governors of the Federal Reserve was recently quoted saying “An aging population is driving demand for bonds, pushing their yields lower. We’re…
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Analyzing Current Opportunities In The Options Markets
VirtualVolatility often creates opportunity. Join industry professionals from the derivatives space as they assess pricing and liquidity in today’s options market. Various hedging and income strategies will be discussed along…
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The Economic Impact of COVID-19 & The Impact on Markets
VirtualAs uncertainly about COVID-19 persists, financial markets around the world have staggered. The global economic damage is already evident and represents the largest economic shock the world has experienced in…
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Private Sector Investment Opportunities in U.S. Public Infrastructure – Post COVID-19
VirtualGDP growth depends on infrastructure. Yet, the U.S. has under invested in our essential public infrastructure for decades – the quality of our infrastructure is rated “D” and the estimated…
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U.S. Equities Boom or Bust 2020
VirtualCurrent investment trends in the United States shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity…
$25.00
