Market Experts Webinar

by Andrew Gluck 11/7/2008 5:21:00 PM

Bill Bengen and Greg Brousseau spoke today to more than 130 advisors who attended our continuing webinar series on the global financial crisis.  If you missed today's session, you can see a replay.

Download Bill Bengen’s slides.                                      Download Greg Brousseau’s Slides

Join us Friday, Nov. 14, at 4 p.m. EST.
Please join us for our next free webinar featuring the wealth management profession’s thought leaders. Presenters will be Tom Connelly, a leading financial advisor who last spring warned of a meltdown, and David Loeper, the chairman and CEO of FinanceWare, a goal-based financial advice system. Tom will talk about emerging from the crisis and Dave will speak about changing clients’ financial plans to respond to the crisis.

More About Today’s Webinar
Bill Bengen, best known for his research on "safe" retirement withdrawal rates, spoke about the market's crash, the economic crisis that precipitated it, and whether the crisis should lead advisors to question conventional wisdom about managing other people’s money. Bengen, in a story I wrote in the May 2008 issue of Financial Advisor, entitled "America's Financial Crisis," said that by last spring he had raised more cash in portfolios than at any other time in his 25-year career because of his discomfort with economic conditions and financial markets.

Greg Brousseau of Central Park Group LLC spoke about opportunities arising from the financial crisis. He talked about how investors in distressed securities have historically profited from periods of dislocation and forced selling. He focused his remarks on the mortgage and financial sector securities. Brousseau is co-CEO of CPG, which distributes alternative investments to independent advisors, and was formerly co-head of UBS’s Alternative Investment Group and a senior member of the firm’s Operating Committee.

The Financial Crisis Webinar Series is sponsored by Advisor Products Inc. as a free service to the advisor community.  

 

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1/7/2009 6:57:39 AM

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The Andrew Gluck Blog explains the ideas behind the most innovative marketing strategies used by financial advisors as well as technology, practice management, and other issues affecting the independent advisor business.

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Andrew Gluck is a veteran financial reporter and the founder and CEO of Advisor Products Inc., a marketing company serving 1,800 financial advisory firms. Founded in 1996, Advisor Products has...more

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