Insiders Forum Conference Names Advisor Perspectives Exclusive Media Partner
San Diego, CA - June 25, 2013 -- The Insider's Forum conference, to be held this year in Dallas, TX, September 17-19, has announced an exclusive media partnership with Advisor Perspectives.
"Advisor Perspectives has created a unique online audience -- particularly among CIO/investment professionals--who make up a core audience of our Insider's Forum conference," said Bob Veres, co-producer of the annual meeting. "Our investment-related educational track, which features the noted economist Woody Brock, deep thinking advisor Harold Evensky, fund managers Kathleen Gaffney and Kunal Ghosh, leading edge academic thinkers Wade Pfau and Michael Finke, Morningstar analysts Michael Herbst and Josh Charney, consultant Bethany Carlson, research directors Paul Bouchey, Matthew Quinn and Gregory Peterson, and chief investment strategist Scott Clemons, will be the most sophisticated and advanced in the profession. We'll be exploring what is and isn't working in alternative and hedging strategies, top-down macro issues, where to find and address risk in client portfolios, and the nuts and bolts of managed volatility strategies," Veres added. "These represent portfolio management issues that Advisor Perspectives readers are wrestling with in their own practices."
"The Insider's Forum has collected some of the best thinkers presenting on the most interesting topics facing investment professionals today," said Robert Huebscher, founder and CEO of Advisor Perspectives. "If there is such a thing as a "must-attend conference, this would be it."
Space for the Insider's Forum conference--the successor event to the Business & Wealth Management Forum--is limited and we have room for only 75 more advisor attendees. Advisors are encouraged to register now at: http://www.insidersforum.com.
About the Insider's Forum
The Insider's Forum conference is co-produced by Bob Veres, founder and publisher of the Inside Information newsletter service, and Jean Sinclair, founder of an RIA firm based in San Diego. The conference is unique in several ways. It includes educational tracks for multiple members of an advisory office: a track devoted exclusively to the founder/CEO; another for key operations and business manager/COO staffers, and an educational track created to provide cutting-edge thinking in the investment space, for CIOs and investment specialists. The Insider's Forum's by-invitation-only exhibit hall includes leading mutual fund and asset management firms, the most important software and outsource service providers and other members of the support ecology around the financial planning/investment advisory community. The premium sponsors at the 2013 meeting in Dallas are TD Ameritrade, Principal Financial Group and SEI, Inc.
About Advisor Perspectives, Inc.
Since its founding in 2007, Advisor Perspectives, Inc. has grown to become the leading interactive publisher for registered investment advisers, wealth managers, and financial planners. Its email newsletters and web site deliver a wide range of original articles, written by the industry’s most respected thought leaders, offering sophisticated market insights, actionable investment ideas and practice management advice to help advisors improve investor outcomes and strengthen client relationships. Advisor Perspectives is also the key resource advisors turn to for timely economic and market commentaries and interactive content provided by the world’s leading investment firms. .