Upcoming Events

Western Region Speaker Series: State Street IM Presents " How to do more for the core"

Join us for Our next Western Region Speaker Series Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.   Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations Virtual Event Thursday, August 20th 1:00 - 2:00pm Register now!

The Behavioral Portfolio®: Managing Portfolios and Investor Behavior in a Complex Economy

Investment advisors face two challenges. First, the portfolios offered to clients leave investors vulnerable to severe economic events and emotional stress. Second, the way that we educate investors about their portfolios isn’t effective at helping them curb biases. The Behavioral Portfolio examines the risks of both stock and bond portfolios from a historically comprehensive perspective to help illustrate that, based on market history, the current approach could lead to a break-down of clients’ portfolios and our practices. It then lays out an all-seasons approach for investing that both embraces optimism and addresses contingencies of significant risk events. Communications and investor education then shift to pro-actively prepare investors for challenges ahead. Instead of following the crowd and moving out of assets at unfavorable times, investors are trained to understand the markets so they can enjoy a higher probability of success and greater peace of mind throughout their investing lives. To view Phillip Toews' bio and the learning objectives for the session -  click here! Thursday, September 10th 7:45 - 9:15 am Arizona Inn 2200 E. Elm St Tucson, AZ 85719 Register Now! Agenda: 7:45am – Registration 8:00am – Breakfast/welcome 8:05 – 9:15am – Presentation 9:15am – Program ends

Announcing CFA Institute's 30th Annual GIPS Standards Conference

Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here   for more information!