The forums are designed to help investment professionals, registered investment advisers (RIAs), and dually-registered advisers navigate through economic, regulatory, and market challenges, according to a press release.
The sessions will be held in Atlanta, Georgia on November 30; Seattle, Washington on December 2; and Boston, Massachusetts on December 7. The speakers will include:
- Paul Begala, Political Analyst and CNN Commentator, who will discuss the 2010 midterm election results and what they mean to both investors and the U.S.;
- George Walper, President of Spectrem Group, who will share exclusive data on the changing expectations and attitudes of high-net-worth clients and the implications for financial professionals;
- Mark McCray, Executive Vice President of PIMCO, who will address portfolio challenges during periods of high volatility and low growth; and
- A panel of CEOs from leading financial services companies, who will offer insights about the current economic and regulatory environment, including Dodd-Frank legislation and the impact on global markets.
The series is open to all pre-registered investment professionals. To register online or for additional information, visit www.pershing.com/ria/practice_management/forums/index.html.