Conference Schedule

Click on the Session to find out more about presentation and speaker.

Our Professional Consultants

 Emcee Technology Expert Website Expert
 Danny Creed  Jayson Chesler  Ginnie Rowe
FocalPoint Business Coaching of Arizona Terrainial VR DGR Communications
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Session 2 – Maximizing the Risk Number: How to Get Clients and Prospects Invested Right

Main Bullet points:
  • Quantitatively Pinpoint Risk. Our patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
  • Build Portfolios that Fit. Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and meet their expectations with a 95% mathematical confidence.
  • Expose Risk & Win Clients. Show your prospective clients that they are invested outside of their true risk preference. With the numbers on your side, you’ll have the upper hand to easily win client trust.
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Session 4 – Reshaping the Client Journey with Oranj and TradeWarrior

Main Bullet points:
  • MAX - A Fully Integrated, End-to-End Solution: MAX (Manage, Advise, Experience) is the industry's first free wealth management platform. We'll be providing an overview of the platform, and attendees can sign up to use for free.
  • A Modern Client Experience - Clients and prospects alike need an intuitive interface to access your service and expertise without lengthy meetings. As a trusted advisor, you can also gain complete insight into the entire financial picture and address areas of opportunity to serve your clients as their needs arise.
  • The Power of Rebalancing - In today’s fast-paced market, it can be challenging to keep up with your client investment portfolios while target allocations move at any given time. Learn how investment professionals can help their clients stay on track efficiently and effectively with TradeWarrior.
Matt Repplinger, Business Consultant, Oranj / Zach Vodden, Sales Associate, TradeWarrior   

Session 5 –  SRI Investing: A Revolutionary Approach

Main Bullet points:
  • Customized theme selection. No one client is the same, so the appropriate solution is to provide clients the flexibility to select themes
  • Investment in individual stocks vs mutual funds/ETFs
  • Allows clients to refine/customize their portfolio(s) to reflect their unique social values
  • Tax-efficiency option
  • Quantitative approach to risk management
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Session 6

Main Bullet points:  (more…)

Session 7 – Fixed Income Markets And How You Can Take Advantage Of The Recovering Housing Market

Main Bullet points:
  • Investment team that possesses over 70 years of combined industry experience
  • Seeks current income and total return by implementing an alpha-driven, principle based investment process focusing on complex and hard to source asset backed securities
  • The fund primarily invests in seasoned non-agency residential mortgage backed securities and a variety of asset backed fixed income securities
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Session 8 – “Alpha over the long run” Probabilities Fund Strategy Presentation 

Main Bullet points: 
  • Will showcase how seasonal and political trends and patterns "fluctuate" in well-defined, often predictable patterns over the long run
  • "Positively Changing The Way You Communicate With Your Clients" with professional Coach and Presentation specialist Allie Davari
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Our Professional Consultants

 Emcee Technology Expert Website Expert
 Danny Creed  Jayson Chesler  Ginnie Rowe
FocalPoint Business Coaching of Arizona Terrainial VR DGR Communications
(more…)

Session 1 – Increasing Revenue and Client Satisfaction through Retirement Readiness Education

Main Bullet points: In an era of fee compression and smaller margins, advisors are looking for new ways to increase revenue and win new plans. Effective participant education can create a win-win scenario: improving participant outcomes and satisfying the plan sponsor while increasing your revenue. Sound too good to be true? (more…)

Session 2 – Two Active Management Strategies For Tomorrow

Main Bullet points:
  • Presenting two active strategies you can learn today and use tomorrow. All you need to do is listen, take a few notes and start using these strategies when you get back to your office.
  • One equity strategy and one fixed income strategy. They work!
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Session 3 – Growth Dynamics Related To Adoption Of Robotics And Workplace Automation “The Second Machine Age”

Main Bullet points:
  • Long term growth of capital through investments in global equity securities
  • Primary focus are companies involved with innovative/breakthrough technologies in robotics and automation
  • Thematic investment opportunity
  • Technological advances in sensors, semiconductors and wireless data transmission have dramatically reduced the cost of robotic solutions for a wide range of industries
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Session 4 – The Opportunity in Commodities

Main Bullet points:
  • History of Commodities as an added-value Asset Class – Still relevant!
  • Commodities are recovering: why and where are we in the current cycle of mean reversion
  • In what Global Macro environments do Commodities provide the most diversification?
  • Evaluating indices versus active management in the commodity asset class
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Session 5 – 50/30/20 is the New 60/40: Alternatives, Alpha & Active Share in Portfolio Construction

Main Bullet points:
  • Educating advisors about alternatives and liquid alternatives.
  • The history of alternative investments, and learning about alternatives in a mutual fund format.
  • High-conviction concentrated portfolios and what that means.
  • Risk/return characteristics of various portfolio allocations.
  • The historical performance of Managed Futures and the worst 5 drawdowns for the S&P 500 Index vs. Managed Futures.
  • This presentation has been accepted for 1.00 CE Credit hours (CFP and CIMA).
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2017-11-15 7:00:00 2017-11-16 17:00:00 America/Phoenix Financial Advisor Seminar Gain valuable information for your financial practice. More information http://recruitingservicesofarizona.com/conference-schedule/ ASU SkySong 1, Scottsdale, AZ R.S.A. LVandervoort@cox.net