Penetrating the RIA/Family Office Space


Wednesday, April 25, 2018


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4:30 pm - 5:30 pm ET





 

 

MEMBERS

NON-MEMBERS


Space is limited and offered on a first-come, first-served basis.

PRESENTERS

MODERATOR
Emmy Bernard
Senior Managing Director, Client Development, Foreside Financial Group
PANELISTS
Matthew Babcock
Director, Head of Manager Selection, Pacific Life
Aaron Gilman
Chief Investment Officer, Independent Financial Partners
 Wayne Yi
Director, Head of Manager Research, Massey Quick Simon & Co., LLC

 

overview

 
Join NICSA for a distribution call with Foreside Financial Group, Pacific Life, Independent Financial Partners, and Massey Quick Simon. The panel will discuss best practices for penetrating and interacting with key investment research teams including keeping them up to date on products and performance, and how to best differentiate your firm and strategy. The formal portion of the call will be followed by an informal question and answer period.


CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge and Applications
Program Level: Basic
Delivery Method: Group-Internet Based

 

Questions:
For more information, please contact Jordan DeBettencourt at 508.683.1618.

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