Building Better Portfolios: How to Select a Macro or Trend Manager
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started. William Marr: Pat. It’s a vast universe out...
Southeast RIA Summit | Atlanta, GA
Southeast RIA Summit, Atlanta, GA November 28th, 2023 Location: Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326 The fifth annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million...
Texas RIA Summit | Dallas, TX
Texas RIA Summit September 21, 2023 Location: Hyatt Regency Dallas, 300 Reunion Blvd, Dallas, TX 75207 The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state...