This event will gather financial advisors and market experts to discuss the strategies and products that are being utilized in an interactive format with high levels of peer exchange. There is no cost to attend this event. Recommended fields of study include: Investment Management, Finance and Economics.
Program Level: Overview
Please note that there is a qualification process to attend IMS. You will be asked to provide the following information on top of your contact details:
-AUM
-Products Used
-What Channel You Work In
If you are interested in attending, please contact Melissa Papasidero at melissa.papasidero@ft.com or +1 917-551-5106.
Past attending companies include:
Program Level: Overview
Learning Objectives:
Leading edge investment professionals will provide an overview of the global economy and share their views on the areas of opportunity and challenge. Conference attendees will take away new strategies for managing risks that enable them to protect client investments while achieving investment goals. They will also gain insights on current trends in emerging markets and equities that will form the basis for making sound allocation decisions. In addition to gaining a broad overview of the economic landscape and the impact on investments, attendees have several options for participating in in-depth discussions on specific investment strategies such as active vs. passive or currency hedging.
Please note that there is a qualification process to attend IMS. You will be asked to provide the following information on top of your contact details:
-AUM
-Products Used
-What Channel You Work In
If you are interested in attending, please contact Melissa Papasidero at melissa.papasidero@ft.com or +1 917-551-5106.
Past attending companies include:
|
Altfest & Co
American Economic Planning Group
American Financial & Tax Strategies
American Financial Group
Ameriprise Financial
BBVA Compass
Bergin, Roberts & Co.
Brewster Financial Planning
Cambridge Investment
Research
Carter Bain
Chase Investment Services
Chatham Wealth Management
Chornyak & Associates
Commonwealth Financial Network
Conrad Capital Management
Convergent Wealth Advisors
Creative Financial Resources
Credit Suisse
Delaware Investments
Deutsche Bank
EFP Consulting
Evercore Wealth Management
Financial Network Group
First Empire Asset Management
Fortigent
Gateway Advisory
Geri Pell & Associates
Harbor Investment Advisory
Harris myCFO
Harvard University
Haynes Financial
Highline Wealth Management
HighTower Advisors
Horizon Kinetics
HPM Partners
Inverness Counsel
Investors Capital
iShares
BlackRock
JHS Capital Advisors
JPMorgan Funds
JSA Financial Group |
Keats Connelly
Lasure Capital Management
Ledford Financial
Lemme Investment Group
Lord Abbett
LPL Financial
M Financial Wealth Management
Marshall Financial Group
Martone Capital Management
Massey Quick
Medallion Wealth Advisors
Merrill Lynch
MetLife Financial Group of NY
Morgan Stanley Smith Barney
Neuberger Berman
Nicholas Pascarella & Company
Noyes-Ryder Capital Management
NuVerse Advisors
Paragon Capital Management
PlanStrong Investment Management
Raymond James Financial Services
RBC Wealth Management
Richard Brothers Financial Advisors
Ridgewood Investments
Rockefeller & Company
Roka Wealth Strategists
Safran Wealth Advisors
Sage Hill
Sapient Private Wealth Management
Smith Affiliated Capital
Sontag Advisory
Southwind Associates
Strategic Wealth Management Group
Sutherland Asbill & Brennan
Tomas A. Blanno and Company
UBS
Validea Capital Management
Van Eck
Vickery Creek Capital Management
Walnut Street Securities
Wander Financial Services
Wells Fargo
Wescott Financial Advisory Group
YCMNET
|
