In today’s evolving market environment, identifying durable sources of return requires both perspective and precision. This conference brings together a comprehensive agenda designed to explore key themes across equities, fixed income and alternative investments, with a focus on portfolio resilience and long-term opportunity. Sessions will examine how global economic shifts, capital flows and valuation dynamics are shaping outcomes across asset classes, while highlighting practical approaches to portfolio construction. The program also addresses the growing influence of AI—both as a driver of investment opportunity and as a tool to enhance advisory practices. Complemented by networking and discussion opportunities, the event is designed to support deeper insight, better decision-making and stronger client outcomes.

This event is CE-eligible and will include an opportunity to enjoy breakfast, lunch and dinner with our portfolio managers.

The event is open to mutual fund-licensed advisors. 

Space is limited—register now!