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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. View previous agendas

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

Fall | 2017
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. View previous agendas.

6th Annual Impact/ SRI & ESG Investing

Fall | 2017
We are very pleased to announce that our 2016 Inside Alternatives Conference will feature a specific multiple session track on IMPACT/ SRI and ESG Investing, directed by Tom Kostigen, and scheduled for September 19.

This track will feature industry experts who will share their insights and acumen on ways to gain and retain clients by leveraging the myriad attributes Impact / SRI and ESG investments afford. From prospecting to client meetings and next-generation planning, attendees will amass the knowledgeware and skill set to service clients at a higher level and collaborate for a more prosperous future. Impact Track attendees will also have full access to all Inside Alternatives sessions and events.

View 2016’s agenda. View previous agendas.

2nd Annual Smart Beta Strategies Summit

October 2017 | Boston
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.