Unconventional Markets Require Unparalleled Insight – We’ve Got You Covered

Unconventional. Untraditional. Unprecedented. Any of those words could aptly describe the current economic and market backdrop.

Unapproachable. Uninspiring. Unacceptable. This is how we would describe the typical level of communication large asset managers are providing their advisors and clients during these challenging times.

November 17, 18 and 19, we offer you a different approach. We’re bringing together six specialty, boutique asset managers for live calls to answer your direct questions.

To provide a range of views, our partners hail from different asset classes, giving you a full, 360-degree view of the opportunities and challenges in today’s markets.

Our partners bring something else important to the table: Experience. Our guests are predominantly founders and presidents of their respective firms, and have decades of market insight to share.

If you’re thinking about shaking up your clients’ asset allocation or investment strategy lineup to prepare for the challenges that come next in this unusual market environment, we encourage you to listen in to what they have to say, and ask what’s on your mind.

There will be 2 calls each day (1 hour each): Tuesday, Wednesday & Thursday (Nov 17-19). Click below for information on how to register to join the call(s).






November, 05, 2020 Mutual Fund Marketing, Mutual Funds, Market Insights, Undiscovered Mutual Funds