5/10/2022 -- Nils Bierkamp [Guest: $45 Individual Mtg]
May 10, 2022 (Tuesday) -- Dave & Busters at Ward Village in Paina Hale
Lunch at 11:30 am Program at Noon
Guest (non-FPA member): $45.00 via PayPal
Speaker: NILS BIERKAMP, PhD -- Porfolio Strategist, Fidelity Investments
Dr. Bierkamp offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. He works to arm financial advisors with tools, know-how, and confidence to build robust model portfolios and explain them to their clients. Prior to joining Fidelity in December 2017, Dr. Bierkamp was a senior policy analyst with Wells Fargo Advisors and a senior vice president of portfolio management at Vescore where he was head of trading and execution. He earned his Diplom-Kaufmann in economics and his doctorate in statistices and economics from Friedrich-Alexander Universital Erlangen-Numberg.
Topic: Advisor As Chief Investment Officer -- An Agenda for Investment Committee Meetings
(Accepted for -1- CFP® CE Credit)
Most advisors’ time is occupied with managing clients, managing compliance, and managing their practice. Yet clients want their financial advisor, first and foremost, to serve as a fiduciary, as their Chief Investment Officer. This talk helps you cut through the noise of the talking heads and identify what you and your clients should be focused on as you look to tune up your portfolio in this turbulent environment using Fidelity’s multi-horizon framework. We give the advisor an Agenda for Investment Committee Meetings on current hot topics to engage the client. We pinpoint common mistakes, offer actionable guidance to navigate the current market, and give you the talking points you need to help your client to achieve their wealth goals.
|Event Date||05-10-2022 11:30am|
|Event End Date||05-10-2022 1:15pm|
|Registration Start Date||04-19-2022|
|Cut off date||05-06-2022|