CE Credit Upcoming Webinars

IIROC and FPSC CE Webinar Series

“Pioneers in Asset Allocation”

In Partnership With AdvisorAnalyst.com

Presenter: Larry Swedroe

Director of Research
Buckingham Strategic Wealth

September 19, 2017 @ 2:00 EST

UPCOMING WEBINAR:

THINKING DIFFERENTLY ABOUT DIVERSIFICATION – A FACTOR BASED APPROACH

Over 600 sources of excess returns have been identified in the financial literature, leading some prominent experts to describe the “smart beta” ecosystem as a “factor zoo”. In this presentation, prolific financial author Larry Swedroe, Director of Research for BAM Advisor Services, will lay out a valuable roadmap through the daunting landscape of factor-based investing using tools discussed in his new book, Your Complete Guide to Factor-Based Investing.

In Larry’s presentation you will learn:

  • Powerful new tools you can utilize to navigate the confusing “factor zoo” of “smart beta” products.
  • The specific checklist Advisors can use to identify the most promising and sustainable factor based products while avoiding the land mines.
  • Why factor-based strategies can boost portfolio performance while significantly reducing risk.
  • How exposure to the particularly exciting time-series momentum factor can significantly enhance portfolio outcomes in good markets – and bad.

UPCOMING WEBINAR:

THINKING DIFFERENTLY ABOUT DIVERSIFICATION – A FACTOR BASED APPROACH

Over 600 sources of excess returns have been identified in the financial literature, leading some prominent experts to describe the “smart beta” ecosystem as a “factor zoo”. In this presentation, prolific financial author Larry Swedroe, Director of Research for BAM Advisor Services which manage over $29 Billion of wealth assets, will lay out a valuable roadmap through the daunting landscape of factor-based investing using tools discussed in his new book, Your Complete Guide to Factor-Based Investing.

In Larry’s presentation you will learn:

  • What powerful new tools you can utilize to navigate the confusing “factor zoo” of “smart beta” products.
  • The specific checklist Advisors can use to identify the most promising and sustainable factor based products while avoiding the land mines.
  • How factor-based strategies can juice portfolio performance while significantly reducing risk.
  • How exposure to the particularly exciting time-series momentum factor can significantly enhance portfolio outcomes in good markets – and bad.

Presenter: Larry Swedroe

Director of Research
Buckingham Strategic Wealth

September 19, 2017 @ 2:00 EST

Larry Swedroe is director of research for Buckingham Strategic Wealth, an independent Registered Investment Advisory firm in St. Louis, MO and an independent member of the BAM ALLIANCE. He is also director of research for BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage.

To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You’ll Ever Need.
He has authored seven more books: What Wall Street Doesn’t Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010), The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).

He also co-authored seven books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Investment Mistakes Even Smart Investors Make (2011, with RC Balaban), Reducing the Risk of Black Swans (2013 with Kevin Grogan), The Incredible Shrinking Alpha(2015 with Andrew Berkin) and Your Complete Guide to Factor-Based Investing(2016 with Andrew Berkin). He writes a blog for ETF.com and you can follow him on Twitter.

Larry Swedroe is director of research for Buckingham Strategic Wealth, an independent Registered Investment Advisory firm in St. Louis, MO and an independent member of the BAM ALLIANCE. He is also director of research for BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage.

To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You’ll Ever Need.
He has authored seven more books: What Wall Street Doesn’t Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010), The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).

He also co-authored seven books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Investment Mistakes Even Smart Investors Make (2011, with RC Balaban), Reducing the Risk of Black Swans (2013 with Kevin Grogan), The Incredible Shrinking Alpha(2015 with Andrew Berkin) and Your Complete Guide to Factor-Based Investing(2016 with Andrew Berkin). He writes a blog for ETF.com and you can follow him on Twitter.

This CE activity has been approved by FPSC® as meeting the minimum requirements for CE Approval as outlined within the FPSC Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC).