SESSION 1 | Sponsored by State Street
9:00 am - 9:50 am || Model Portfolios and the Client Experience
Join Brie as she discusses outsourcing to enhance your position as the client's overall wealth manager. Find out if outsourcing weakens the advisor's value proposition and can advisors pivot toward their goals and improve their value proposition.
SPEAKER - Brie Williams
Brie Williams is a Vice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business. She manages an innovative team utilizing behavioral finance insights to enhance strategic thinking, create growth programming and produce practical results for wealth management firms and financial advisors.
Approved for 1 CFP credit.
SESSION 2 | Sponsored by Eaton Vance
10:00 am - 11:40 am || Capturing Today's Referable Moments
Join David as he focuses on how to best capitalize on referrals given the current state of affairs.
SPEAKER : David Richman
David Richman is the national director of Eaton Vance Advisor Institute. He has been a student of the financial advisory experience for the better part of four decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities.
Submitted for 2 CFP credits.
SESSION 3 | Sponsored by Key Investment Partners
11:50 am- 12:45 pm || Investing in the Legal U.S. Cannabis Market
This program will discuss:
- investing in the legal US cannabis market,
- the legal US cannabis market progression (size & growth),
- regulatory initiatives,
- drivers behind the current industry funding gap,
- relative attractiveness of different subsectors,
- types of business models expected to be long term winners, and
- why the public cannabis market is unattractive.
SPEAKER: James Burlage
Prior to Key Investment, James was at Lynwood Capital Partners, a Denver-based private equity firm, where he held a hybrid investor/operator role focusing on technology businesses. Here James diversified his investment skill set by founding a cannabis biotech startup where he scaled the company to post-revenue.
Submitted for 1 CFP credit.
- No charge for FPA Members and Partners (must log in to register)
- Non-members are welcome ($25 for first meeting, $50 for subsequent)