Conference Schedule

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

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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.

Key Points: A differentiated way to promote consistent client behavior for better retirement outcomes Available for 1 CE credit hour: CIMA, CPWA, CFP, PACE, CRPC, CRPS, RP, CPE, CTFA (more…)

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. (more…)

Main Bullet points: What’s wrong with Retail? Headwinds for Retail real estate Why Now? How much time is left in this real estate cycle? Downside protection. How to identify real estate sectors with opportunities for Alpha Presented by Michael Bermel, Vice President, Altegris Investments. (more…)

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 (more…)

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 (more…)

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 (more…)