Sep 24, 2020
Enjoy a social while the warm weather holds! We'll have a tent, pickleball rackets, and croquet. Bring a chair and a non-alcoholic beverage and we'll bring some snacks! The park does not permit alcohol on site.
Social in the Park - Bass Lake Playfield Sep 30, 2020
The market opportunity for Direct Lending across the US, Europe, and Asia has evolved over the last several decades. Join Ares Management Credit Portfolio Manager and Direct Lending Co-Head, Mark Affolter as he discusses the evolution of the Direct Lending market and today’s opportunities caused by the COVID-19 market dislocation.
Evolution of Global Direct Lending and Opportunities Today Webinar Oct 06, 2020
Our guest speakers, Patrick Todd, CFA, and David Glickman, CFA, from Harding Loevner will present a review of the Health Care sector across industries - where we stand now amidst the COVID-19 pandemic, winners and losers, impact of the upcoming U.S. presidential election, where we may be headed over the next few years and opportunities going forward..
Health Care Sector Evolution and Outlook in the Pandemic Era Oct 07, 2020
In today’s evolving tax environment, fiduciaries, advisors, and asset managers oftentimes spend a disproportionate amount of time deciding “what” to invest in on behalf of clients, and not enough time exploring the “how."
Learn how Private Placement Life Insurance (“PPLI”) and Private Placement Variable Annuity (“PPVA”) structures can be utilized to help advisors and asset managers to minimize and/or eliminate the tax “drag" associated with certain tax inefficient investments.
Explore how these solutions can be custom-tailored to meet the needs of each individual client, as well as provide a flexible structure through which you, the advisor, can deliver long term structural alpha to your investors.
How Fiduciary Advisors Can Optimize After-Tax Outcomes with PPLI / PPVA Oct 14, 2020
Elections always matter and this year's will be no exception, as the outcome will have a major impact on the U.S. economy and capital markets. MRB Global Strategist Peter Perkins will examine the key factors that will likely determine who will be the next president and which party will control the House and Senate, focusing most closely on the all-important swing states. He will also discuss how the significant policy differences between the two parties may affect the overall equity market and specific sectors, including energy, financials, health care, and technology, and put them into the broader domestic and global economic context.
US 2020 Elections: A lot is at Stake for Markets Oct 20, 2020
Bill Zox, CFA and Portfolio Manager, and Doug Gimple, Sr. Fixed Income Specialist, will be back as a follow-up to their discussion in July regarding the status and outlook of the corporate bond and high yield markets. For added context, below are two insight pieces from Bill and Doug that detail their current observations. Given the record bond issuance, heavy fed intervention and active search for yield, this will be a very timely discussion.
Corporate Bond and High Yield Market Update Nov 05, 2020
This is a one-day training designed to get you up and running with financial data analysis in Python. No prior Python experience is required; however, it will be helpful to have had some basic exposure to other programming languages or concepts. This course, and all the material, has been tailor-made for finance professionals.
Financial Data Wrangling in Python Nov 10, 2020
Brian Fontanella, CFA and Portfolio Specialist, will join us for a discussion on the growth vs value debate and question how relevant commonly referenced metrics like price to book or price to earnings are when considering the makeup of businesses today. Given where we are in the investing cycle, this could be a very timely discussion.
Value Investing, Evolved Nov 14, 2020
Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Online Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.
Online Mock CFA® Exam Jan 12, 2021
Hack your Brain?! How do you unlock your unique potential so you can become the best version of yourself? This is the focus of this event. With an interactive and humorful talk, Karolien will show how the brain processes information and how your mental performance fluctuates during a normal working day. You will learn a powerful strategy with which you can naturally boost your performance, agility, and general life quality. This talk will forever change the way you think about yourself and others.
Hack Your Brain: Unlocking your Potential in the Digital Age
