Join us for our Quarterly Education meeting on June 22nd at the beautiful new corporate headquarters of eMoney Advisors.
Agenda:
3:30 p.m. - Registration
3:45-4:45 p.m. - Session 1 - "Actively Seeking Active Share" ** Approved
- presented by John Gabriel, Regional Director, Weitz Financial
Passive "index" investing has managed to capture the mindshare of many academics, the allocation models of many advisors, as well as, the market share of many investors. But recently, new research has emerged that confirms the existence of actively-generated alpha which identifies Active Share...as the most effective predictive measurement tool to select the active mutual fund managers that are most likely to persistently outperform their passive counterparts after fees and expenses. Additionally, we will discuss seven other tools essential to alpha-hunters evaluating actively-managed mutual funds:
** One hour of CFP & PA Insurance CE Credit Approved.
4:45-5:00 p.m. - Break
5:00-6:00 p.m. - Session 2 - "Fundamentals to Application: Listed Options"
** Approved
- presented by Joseph F. Burgoyne, III, Director, Institutional and Retail Marketing, The Options Industry Council (OIC)
During this session, the topical content that will be covered will include all of the following:
** One hour of CFP & PA Insurance CE Credit Approved.
6:00-7:30 p.m. - Networking/Cocktails & Heavy Hors d'oeuvres
We would like to thank eMoney Advisors for hosting this event for us in their beautiful new headquarters!