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Behavioral Finance 2.0: Money, Happiness, and the Future of Wealth Management

Virtual Virtual

The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well…

Asset Allocation Panel 2021

Virtual Virtual

The US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can still drop, and all future projections can change on a dime due to real current events or even fears of a COVID-19 shutdown. An additional…

Healthcare Economic Outlook: Impact & Opportunities of the 2020 Election

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U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more pronounced in the 2020 cycle as the healthcare sector now represents the second largest in the S&P500 just behind technology. Further, the current environment has…

Financial Storytelling – Part II

Virtual Virtual

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience. This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills.…

Financial Storytelling – Part 1

Virtual Virtual

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience. This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills.…

​Virtual Chat with Fed Expert: Danielle DiMartino Booth

Virtual Virtual

Join us on Thursday, October 15 at 4 PM ET for a live webinar discussion with Danielle DiMartino Booth, a global thought leader on monetary policy, economics, and finance. Ms. DiMartino Booth will discuss how she navigated her career path and share insights on the current macroeconomic and investment environment in the U.S. and globally. Among other topics, we will…

The Living Zoom: Maximizing the Strength of Your Connection

Virtual Virtual

Thriving and surviving in the new era of virtual presenting. Presenting virtually to clients, colleagues and even family members requires adapting and adopting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance today for virtual presenters beyond the technical…

How Has COVID-19 Affected the RIA Industry?

Virtual Virtual

Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new…

Potential Market Impact of the 2020 Presidential Election

Virtual Virtual

Join CFAW for this engaging and insightful webcast on the US presidential election and how the results could impact the markets. Kate Fulton, Managing Director, BlackRock, Melissa Kahn, Managing Director, State Street Global Advisers and Kurt Schacht, CFA, Head of Advocacy, CFA Institute will host a panel discussion about what to expect from the next…

$25.00

U.S. Equities Boom or Bust 2020

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Current 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 that still offer the best long-term Investment available. Dr. David I Kass, Clinical Professor, Department of Finance at the Smith School of Business at the…

$25.00

Private Sector Investment Opportunities in U.S. Public Infrastructure – Post COVID-19

Virtual Virtual

GDP 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 under funding exceeds $150 billion annually.  In the US, local governments shoulder the majority of the burden and infrastructure investment has been crowded out by…

The Economic Impact of COVID-19 & The Impact on Markets

Virtual Virtual

As 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 decades. Governments continue to support the economic recovery and asset prices via an unprecedented amount of liquidity and fiscal stimulus. There is much uncertainty and…

$25.00
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