Upcoming Events

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June Portfolio Consulting Speaker Series: Michael Collins, CFA, Managing Director and Senior Portfolio Manager, PGIM

June 15, 2021 1:00 pm - 2:00 pm
For our June call, the Portfolio Consulting team will be joined by Michael Collins, CFA at PGIM as he discusses The Golden Age of Credit. Global Credit Markets are one of the more complicated asset classes in Global Capital Markets. Michael will be discussing his economic views and insight in ... Read More

July Portfolio Consulting Speaker Series: Brian Wesbury, Chief Economist at First Trust Portfolios

July 22, 2021 1:00 pm - 2:00 pm
We are excited to announce that Brian Wesbury, Chief Economist at First Trust Portfolios will be joining the Portfolio Consulting team on July 22nd to discuss a range of topics. During the call, Brian and the team will cover: Interest rates and making smart investments today Being mindful of the ... Read More

July Portfolio Consulting Speaker Series II: State Street Global Advisors

July 27, 2021 1:00 pm - 2:00 pm
Join Managing Partner Jeremy Olen, CFA, and special guests from State Street Global Advisors as they focus on industry flows and trends, and provide a mid-year outlook for investors trying to navigate a volatile market. You won’t want to miss this informative session! *REGISTER VIA WEBSITE BUTTON ABOVE*

Quarterly Compliance Essentials Webinar

August 4, 2021 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More

Quarterly Compliance Essentials Webinar

November 3, 2021 12:00 pm - 1:00 pm
Join us for our quarterly webinar focused on continuing education around Compliance Operations key topics. Stay abreast of hot topics like common audit findings that result in deficiencies, IRA Rollovers, annuity orders, and general compliance updates. During this interactive 1 hour call, our Compliance team will share case studies and ... Read More