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Events

Our investment professionals speak regularly on the issues that are top-of-mind for investors. Join us for an upcoming event or access a replay of a past event.

Past Events

Webinar

SteelPath Energy Infrastructure Review and Outlook

  • February 1, 2019
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Join Senior Portfolio Manager Brian Watson, CFA and Client Portfolio Manager Chuck Anderson as they review the current state of the energy and midstream markets. Topics will include:

  • The impact of US oil and gas production and export growth
  • The increased participation of private...

Join Senior Portfolio Manager Brian Watson, CFA and Client Portfolio Manager Chuck Anderson as they review the current state of the energy and midstream markets. Topics will include:

  • The impact of US oil and gas production and export growth
  • The increased participation of private equity in the midstream sector
  • The evolution of the midstream MLP business model
  • Overview of current valuations and sector outlook
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  • February 1, 2019
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Webinar

Capturing Wealth In Motion

  • June 13, 2018
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Accepted for 1 CFP/IMCA/CFA CE Credit.

Trillions of dollars are in motion every year, from heirs, business owners, divorces, and especially changes in advisor relationships. Understanding how to attract and service the shifting landscape of the wealthy is critical for successful advisors. Through our recent study, we gained insightful...

Accepted for 1 CFP/IMCA/CFA CE Credit.

Trillions of dollars are in motion every year, from heirs, business owners, divorces, and especially changes in advisor relationships. Understanding how to attract and service the shifting landscape of the wealthy is critical for successful advisors. Through our recent study, we gained insightful perspectives from advisors around the world and their clients. Join us for this in-depth discussion that will cover:

  • What's at stake?
  • Generational perspectives, behavior and expectations
  • Actionable takeaways
Speakers:
Ned Dane, Head of Private Client Group
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  • June 13, 2018
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