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The PPLI Advantage

March 28, 2017 | New York, N.Y.
A critical business objective for investment professionals is amassing substantial assets under management. While there are tremendous opportunities to gather and manage assets from high-net-worth investors, there is also a great deal of competition, and it is increasingly difficult for many investment professionals to differentiate themselves. The workshop is designed to provide information and resources so that attendees – if appropriate – can quickly start the process of creating their own customized PPLI solution and to begin developing a powerful business development plan centered on private placement life insurance.

Increasing AUM From Wealthy Investors

April 18-19 | New York, N.Y.
Considering recent trends in private wealth creation and the policies that are going to be pursued by the Trump administration, now is a good time to be in the investment advisory business. There are more wealthy investors controlling more assets than ever before. The complication is that this fact is not lost on a lot of professionals, increasing the competition for wealthy investors. This two-day workshop is designed for investment professionals who want to source and work with high-net-worth investors. Attendees will be provided with insights into the opportunities these investors represent, as well as their decision-making processes.

3rd Annual Invest In Women Conference

May 9-10, 2017 | Hyatt Regency Dallas
Invest In Women 2017 is the leading forum nationwide to explore, discuss and learn about issues that are meaningful for women financial advisors and female clients. Both male and female advisors are invited to this two-day event that promises insight and networking to help practices grow. The 2017 conference will offer expanded programming that reflects input from prior attendees as well as other industry leaders. Take the opportunity to be inspired — and have fun — at a conference you won’t want to miss. Plan to be there and register now.

View 2016’s agenda

8th Annual Inside Retirement Conference

May 11-12, 2017 | Hyatt Regency Dallas
The conference provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. The conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.

View 2016’s agenda.

8th Annual Inside Alternatives

October 23-24, 2017 | Sheraton Denver Downtown
The Inside Alternatives Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors. To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community.

View 2016’s agenda.

6th Annual Impact/ SRI & ESG Investing

October 23, 2017 | Sheraton Denver Downtown
We are very pleased to announce that our 2017 Inside Alternatives Conference will feature a specific multiple session track on IMPACT/ SRI and ESG Investing, directed by Tom Kostigen, and scheduled for October 23.

This track will feature leading experts who will share their insights on building outstanding impact investing portfolios and will relay how prospecting, client meetings, and next-generation planning, among other facets of financial services, shine when impact is lent to the mix. Find out how to gain and capture more assets under management with cutting edge market intelligence and sales tactics.

View 2016’s agend

2nd Annual Smart Beta Strategies Summit

October 26, 2017 | Sheraton Boston Hotel
The Premier “Buyer’s Only” All-In-One, 1-Day Due Diligence Solution for Factor-Based Strategies.
For financial advisors and institutional investors only.

As a flurry of smart beta products hit the market and continue to garner attention (smart beta ETFs now represent roughly 20% of all ETF assets), financial advisors and institutional investors are fielding more and more questions about these strategies. Sorting through the various strategies makes the due diligence process even more critical.

View March 2016’s agenda.