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/