Agenda

This session dives into the neuroscience of what happens in our brains when confronted with uncertainty and the practical strategies we can use to bring it back into a more resilient state for decision making and relationship building.

Reviews the advantages and challenges of private market investing across the liquidity spectrum; the integration of alternatives in portfolio construction & how alternatives can drive value creation for your high net worth clients.

Markets are entering a period where returns will likely be more globally diverse. A global and fast-paced market requires investors act with speed to capture changing opportunities. We will discuss the themes driving the shift and things to consider in the search for alpha moving forward.

This presentation looks at opportunities in various real estate sectors from the effects of fiscal and monetary policy, as well as recovery from the pandemic. Learn about stimulus efforts, the future economy, resilient sectors and pent-up demand.

Discuss Decarbonization and why it will be a key growth driver for the global economy over the next decade. We will highlight the Ninety One Global Environment strategy and why it's one of the most effective ways to access this unstoppable trend.

Historically, floating-rate loans have provided more income per year of duration than other traditional fixed-income asset classes.  Flows picked up in 2021 amid interest rate volatility.  How has the asset class evolved and where does it stand?

The top 10% of earners under 50 represent one of the biggest opportunities to grow your practice. But these potential future clients probably don’t look or act the same as your current clients. Find out how to connect your practice with them.

Weitz Investment Management’s fixed income portfolio managers Tom Carney, CFA, and Nolan Anderson break down the importance of active management, in-depth research, and the willingness to be different in fixed income investing.