Fw: NEW WEBCAST: Re-defining risk: The new rules of portfolio construction

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From: InvestmentNews Events
To: Bob Sefcik
ReplyTo: InvestmentNews Events
Subject: NEW WEBCAST: Re-defining risk: The new rules of portfolio construction
Sent: May 22, 2014 2:31 PM

NEW WEBCAST - Re-defining risk: The new rules of portfolio construction.
REGISTER NOW.

SPEAKERS:



Zoe Brunson, CFA
Director of Investment
Strategies
AssetMark


Charles Goldman
President and Chief
Executive Officer
AssetMark

MODERATOR:


Consuelo Mack
Executive Producer and Managing Editor
Consuelo Mack WealthTrack
Contributing Correspondent,
InvestmentNews
Re-defining risk: The new rules
of portfolio construction
Tuesday, June 10, 2014
4:00 p.m. - 5:00 p.m. ET
Helping clients navigate the complex trade-offs between risk and reward is one of the most important jobs for advisers. Hear the latest research findings from a survey about mass affluent investors' views of risk and return, along with the roles they feel their advisers should play. Discover how to approach securing client relationships for a lifetime by your approach to portfolio construction.
Specifically, our panel of experts will address:
How mass affluent investors want to be educated about risk Investor opinion on growth objectives vs. risk potential Strategies advisers are using to generate predictable streams of returns How to satisfy your clients' growth needs and risk appetites How advisers can benefit by understanding which of their clients are lone rangers vs. risk managers Accepted by the CFP Board for 1 CE credit.
Attendees may submit questions before and during the live event.
A free and invaluable resource.


 
Sponsored by:


About Portfolio Manager Viewpoints: This and other InvestmentNews sponsored webcasts are produced with the financial support of sponsoring companies, who provide InvestmentNews with approved speakers, but have no control over the editorial content of the webcast.
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