Attendees Feedback for Panel Discussions
Q&A- What questions do attendees have for our Panelists?
An an effort to tailor our content and panel discussions to better serve our attendees, we welcome you to submit any questions you'd like each of our panelists to discuss.
1.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Global Market Outlooks and Opportunities:
Powerhouse perspectives on the evolving markets focusing on higher-for-longer interest rates, earnings volatility, and multiple expansion. Explore the impact of geopolitical tensions and emerging market dynamics on global real estate and alternative investments, providing actionable insights for navigating today's complex investment landscape. Panelists reveal how they are optimizing client portfolios in response to the macroeconomic developments and detail their best investment philosophy ideas.
2.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Integration of Technology in Practice Management for Advisors:
Embracing technological advancements allows advisors to streamline processes, enhance client experiences, and remain competitive in an evolving industry landscape. By leveraging tools such as automated portfolio management systems, AI, data analytics platforms, and client relationship management software, advisors can efficiently allocate resources, mitigate risks, and deliver personalized financial solutions tailored to each client's unique needs and goals. Panelists discuss what it takes to strike a balance between technological innovation and maintaining the human touch that clients value.
3.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Leveraging Alternative Investments in Client Relationships:
As many advisors are shifting to a three- dimensional portfolio across stocks, bonds, and alternatives, streamlined access to alternative investment strategies, such as hedge funds, private equity, private credit, real estate, structured products, and others, is becoming increasingly important. Where do alternatives fit within the portfolio alongside traditional investments? How can Advisors take the first steps towards a historically difficult to access marketplace?Panelists discuss the current state of alternatives, portfolio construction, asset allocation, and how Advisors can have more effective client conversations, or win new client assets, around alternative investments to deliver better results.
4.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Navigating Growth Opportunities for RIAs: Build, Buy, or Sell?
As the RIA landscape experiences rapid growth and valuation increases, advisory firms find themselves at a crossroads. Confronted with the decision of whether to pursue inorganic growth through acquisitions or organic growth strategies. Join our panel as they explore this crucial discussion, weighting the pros and cons of both approaches and shed light on the importance of succession planning.
5.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Women in the Wealth Management Industry:
Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Panelists share how their firms attract, develop and retain female advisors and how that can help effectively empower women investors and their assets.
6.
What would you like to hear from our panelists on the following panel? What questions do you have for our panelists?:
Increased Offerings in Holistic Financial Planning:
Panelists explore ways in which market disruptions can present greater opportunity for Financial Planning and how to position clients for success outside of portfolios. Industry thought leaders discuss tax mitigation strategies, the generational wealth transfer, and wealth alignment.