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A Reality Check for Bond Investing
Peter Ziobro, Senior VP & Director of Fixed Income
Fidelity Institutional Asset Management
This presentation will explore the potential risks and opportunities for fixed income investors. Our speaker, Peter Ziobro, will talk about interest rate volatility, the context of historical interest rates, and key supply and demand considerations. He will also provide a comparison of traditional vs. non-traditional fixed income strategies along with an update on core plus fixed income. He'll wrap with a discussion on the durability of bond securities in both historical and current scenarios.
Learning Objectives:
By the conclusion of the presentation, attendees will have added perspective and knowledge as it pertains to effectively advising clients on the construction and utilization of the fixed income portion of their overall asset allocation.
Level of Complexity:
Overview
Peter Ziobro is senior vice president and director of Fixed Income at Fidelity Institutional Asset ManagementSM (FIAMSM), Fidelity Investments' distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors.
The Art of WOW:
Moments that Create Clients for Life
Mike Scherer, Director, Advisor Solutions Group
Janus Henderson Investors
How well do you rate the client experience that you create? Are you and your team continually delivering WOW experiences, especially to those clients that matter most? Are you aware of the hidden danger of "satisfied" clients? Studies show that affluent investors, "satisfied" isn't good enough. In fact, affluent clients who are merely "satisfied" with your services are less likely to give you additional assets, and worse yet, they can be wooed away by another advisor. Our presenter, Mike Scherer, Director of the Advisor Solutions Group with Janus Henderson Investors, will talk about the hidden danger of "satisfied" clients and what you can do about it in order to build a more profitable, client-centric practice. He will take you through a step-by-step process for driving extreme client loyalty, as well as how to introduce this process to your clients and prospects.
In his role as Director of the Advisor Solutions Group in Connecticut, Mike consults directly with financial professionals on all Janus Henderson-related products and the Janus Henderson Labs curriculum which offers high-impact business and life-enhancing programs.
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Many Thanks to Our Program Sponsors!
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represented by
Noah Tenenhaus, CIMA®, CMFC®
Senior Vice President/Wholesaler
represented by
Michael Scherer
Director, Advisor Solutions (CT, RI & Westchester County
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Wednesday, October 3
Super CE Luncheon Meeting
with FPA Greater New Haven Chapter
Wednesday, October 17
Chapter Dinner Meeting
Wednesday, November 7
George Bickford Luncheon Meeting
with FPA Greater New Haven Chapter
Wednesday, November 14
NexGen+ "After Hours" Networking Event
Tuesday, December 4
Chapter Ethics Dinner Meeting
Dates/Times/Topics Subject to Change.
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When:
6:00pm-8:30pm
Tuesday, September 25
Where:
Giovanni's II
(The Waters Edge)
2748 Post Road
Darien,
CT 06820
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Dinner Meeting Registration Fees
FPA CT-Fairfield County Season Pass Members:
N/C
(advance registration required)
Other FPA Chapter Members:
$45 Advance
($55 at door)
Non-Members:
$55 Advance
($65 at door)
Students:
$30 Advance
($35 at door)
to download/print registration form.
Questions, c
ontact
Lori Somerville at
Registration Deadline: Friday, September 21
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With fall just a few weeks away, now is the perfect time to consider becoming a member of our FPA community.
If you would like to find out why you should join (or if you are a member needing a refresher on your FPA membership benefits),
click here to for a comprehensive listing of the many valuable benefits of membership, including
multiple discounts on industry-leading products and services.
Don't miss out!
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| FPA Connecticut Statewide Events |
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For information on events presented
by all three FPA chapters in Connecticut,
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