0      0


PFP2117 - PFP2117. Investment Best Ideas Panel

Jul 27, 2021 9:30am ‐ Jul 27, 2021 10:45am

Standard: $49.00


The undeniable impacts of super trends, governmental intervention and geopolitical volatility have move the markets into unchartered territory. The panel will discuss best practices in strategic investment management, including navigating a low yield environment, passive versus active, international versus domestic, product innovations, client communications and more. We'll look at how the lines between investing and gaming/gambling can become blurred in investments like derivatives, SPACs, Bitcoin and Options Trading, accentuating their inherent benefits and pitfalls. Join AICPA thought leaders in a discussion of what’s working now and, more importantly, what’s likely to work going forward in investment management.

Learning Objectives:
  • Identify and better understand key factors of concern in investment management today.
  • Recognize specific actions to take in positioning clients to best navigate today’s investment market environment.
  • Discover how to communicate the issues, threats and opportunities inherent in today’s environment with clients.


You must be logged in and own this session in order to post comments.