Events Details

S & P Master Class - Montreal

Date: Sep 28th, 2017 8:15 AM - Sep 28th, 2017 2017 1:15 PM

Location: Hyatt Regency Montreal

Join S&P and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

Keynote speakers will complement the morning’s discussions with personal accounts of successfully transitioning their practices to a fee-based model even before CRM2 came into play

Panelists will discuss:

·         Building a cost-efficient core with ETFs

·         Finding income in an unprecedented rate environment

·         Debunking some common misperceptions about trading ETFs

·         Using an evidence-based approach to asset allocation

·         Exploring correlations among factors and how combining factors can influence risk and return

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