May 2016

May 10, 2016

John speaking- S&P Dow Jones Indices in Houston

Join S&P Dow Jones Indices in Houston on May 10th for a complimentary event for Financial Advisors. Hear from a line-up of leading industry professionals on how advisors are combining smart beta, sector, and fixed income allocations to manage risk and maximize returns. Seasoned practitioners will share first-hand accounts of how they personally implement risk-managed allocation strategies. Keynote Speaker John Mauldin, Chairman of Mauldin Economics, will address key drivers and global investment opportunities in today’s markets. This event is CE Credit Approved.

May 23, 2016

John speaking -The Spring Investment Institute Forum

The Investment Institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming and was created to bring investment professionals together for conversation, debate, problem-solving and networking. Our distinguished speaker faculty, panelists and facilitators have the expertise and knowledge to present various educational topics on the current economic environment and are very familiar with the perspectives of both the individual and institutional investor. The Investment Institute has designed a series of programs (Spring & Fall Forums) representing high-level strategic sessions including interactive panel discussions and keynote presentations led by visionaries in our industry. Our forums will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and short-term investing.

Location: The Umstead Hotel, Cary, NC