Sponsor Circle

The Sponsor Circle gives FPA members the opportunity to check out additional items of interest from our sponsors!

Events & Webcasts

 

Watch for more events and webcasts! 

Articles,  White Papers, Videos & Commentary

Golden Gate University – WEBINAR: Financial Planning – January 23, 2018 – 12:00 pm – 1:00 pm – Click here to register

Optimal Asset Management – WHITEPAPER: June/July 2016: Issue 1 – Factor Focus: An Introduction to Factor Allocation; WHITEPAPER: July/Aug 2017: Issue 2 – Factor Focus: Transitioning from Mutual Funds to Factor Funds: Why and How

RiverNorth Capital Management, LLC – NEW VIDEO: May 2016 Closed-End Fund (CEF) Market Update – Portfolio Manager Steve O’Neill and Senior Portfolio Specialist Allen Webb provide a CEF market update for the month of May 2016. Click here for video

RiverNorth Capital Management, LLC: NEW VIDEO: July 2016 Closed-End Fund (CEF) Market Update – Portfolio Manager Steve O’Neill and Senior Portfolio Specialist Allen Webb provide a CEF market update for the month of July 2016. Click here for video

RiverNorth Capital Management, LLC – NEW VIDEO: Portfolio Specialist Allen Webb talks to Portfolio Manager Philip Bartow about RiverNorth’s take on the marketplace lending (MPL) space. Click here for the video.

Litman Gregory – Quarterly Webinar Replay with Harris Associates’ David Herro Now Available! Litman Gregory Masters International Fund sub-advisor David Herro joined senior research analyst Rajat Jain for a discussion focused on his team’s process for picking highest-conviction names for the portfolio, his perspective on the current and long-term emerging-markets landscape, and opportunities he is seeing as a bottom-up stock picker.

Visit the Interview Replays page here for this and other Litman Gregory Masters Funds replays.

Voya –  Below are the newly updated links to our white papers that discuss diversification through the addition of an asset class.

*  Private Equity: An Overview of Private Equity Investing (we just launched a registered product with 25K min for accredited investors)  click here
*  Bank Loans: Diversify Your Portfolio with Senior Loans click here
*  Real Estate: The Case for Global Listed Real Estate Securities in a Mixed Asset Portfolio click here
*  Real Estate: The Benefits of Active Management for Real Estate Securities  click here

Also, see the attached link for the Global Perspectives booklet at https://globalperspectives.voya.com (in the middle of the page under “The Monthly Book” click “Download”)

RiverNorth Capital Management CEF Basics: What happens to CEF discounts when interest rates rise? What impact do rising interest rates have on closed-end funds? Portfolio Specialist Allen Webb talks with CIO and Portfolio Manager Patrick Galley to get some answers. Click to see the video file http://www.rivernorth.com/videos/cef-basics-cefs-and-rising-interest-rates

Stonecrest Managers Real Estate: Taking a look at the Real in Realty by Christina Gray, Investor Relations Manager, Stonecrest Managers. Click to read the article from the February 2012 The Planner newsletter Real in Realty -Stonecrest Sponsor Spotlight Feb2012 and read more about Stonecrest Managers here http://www.stonecrest.net/