PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2016. Factor Investing: Simple, but Not Easy
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Wesley Gray, MBA/PHD Finance, University of Chicago, CEO, Alpha Architect
Standard: $49.00
PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Theron Schaub, BFA, VP. Strategic Relations, Buckingham Strategic Partners
Standard: $49.00
PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Stephen M. Horan, Ph.D., CFA, CIPM, Managing Director, Americas Region and Professional Learning, CFA Institute
Standard: $49.00
PFP2006. Multi-generational Wealth Transfer:  Strategies for Sustaining Growth
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
  • Carol Schleif, CFA, FSA-Credential, Deputy Chief Investment Officer, Abbot Downing
Standard: $49.00