Hear the experts speak directly to you, and respond in real time, in our ever-growing collection of live events, audio recordings, and conferences. Check back regularly so you won't miss these informative and thought-provoking exchanges.
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Thursday, June 3, 2010 3:00-4:00 PM ET Following Senate passage of the Dodd financial services reform bill, the action moves to a reconciliation summit with the House. A panel of experts from inside the Beltway explore what the final shape of reform will be, and how it will affect your practices, your business models, and your clients.
We will discuss:
- What we can expect to happen?
- What's in the House and Senate bills that directly affect advisors?
- Will the alliance formed, and the battle lines that were drawn during the Senate debate, hold?
The Panelists:
- David Tittsworth: Executive Director, Investment Advisor Association
- Dan Barry: Director of Government Relations, Financial Planning Association
Moderated by Melanie Waddell: Washington Bureau Chief, Investment Advisor | May 12, 2010 3:00-4:00pm ET Complimentary Web Seminar Series - On-demand: The Best Money Managers of the Year
At Home and Abroad/Municipal Bonds and International Investing - Tax Exempt Fixed Income and International Managers of the Year
Thornburg Investment Management - Thornburg International ADR: Managing Director and Co-Portfolio Manager Wendy Trevisani
Breckinridge Capital Advisors: Enhanced Tax-Free Income: President, Founder, and Co-Manager Peter Coffin
Kate McBride of Wealth Manager Web, Host | May 5, 2010 3:00-4:00pm ET Complimentary Web Seminar Series - On-demand: The Best Money Managers of the Year
The Big and Small of It - Large Cap and Small Cap SMA Managers of the Year
Atalanta Sosnoff Capital - Large Cap Equity: Senior Manager Bob Ruland
GW Capital - Small Cap Equity: Portfolio Manager Scott Mullet
C.S. McKee, L.P. - Domestic Value Equity: Senior VP Lloyd Stamy
Moderated by: Cliff Stanton, CIO, Prima Capital | Originally broadcasted on February 16, 2010 4:00 PM ET Sponsored by John Hancock | Originally broadcasted on December 16, 2009 2PM ET Sponsored by Genworth Financial | Originally broadcasted on Wednesday, October 14, 2009 Sponsored by Oppenheimer Funds |
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