We believe that a first class agenda coupled with a first class speaking facility play a paramount role in delivering a first class audience of investors for our events. We are thankful to our partners who help us deliver on these first class educational and networking opportunities.
Advisor Perspectives publishes a series of free on-line newsletters with content focused on investing, the economy and practice management. We also operate APViewpoint, the largest on-line community for financial advisors.
Chartered Alternative Investment Analyst (CAIA) Association
The Chartered Alternative Investment Analyst (CAIA) Association, a non-profit organization founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of 6,700 AI leaders located in 80+ countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide.
DailyAlts is the only website with a sole focus on liquid alternative investments. Our aim is to provide our readers (investment advisors, family offices, institutional investors, investment consultants and other industry professionals) with a centralized source for high quality news, research and other information on one of the most dynamic and fastest growing segments of the investment industry: liquid alternative investments.
The Deal offers its’ readers the most comprehensive insight on potential and existing deals of all sizes. Their transaction information service, The Deal Pipeline, is used by leading firms worldwide and offers all of their proprietary research and reporting including a breaking news service (First Take); daily and weekly sector newsletters; a twice-daily report of the day’s top stories (The Daily Deal); a research center with over a decade’s worth of reporting and a database of over 117,000 deals; and an exclusive iPad app. Recently, The Deal has added the Activist Report to its’ suite of products. The Activist Report is an editorially-curated weekly report of the top stories and activist situations and features a proprietary “watch list” of potential targets.
Designed to provide financial advisors with news and state-of-the-art analysis about investment strategies utilizing Exchange-Traded Products.
ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its Regulators and its advisers.
Founded in 2012 by ETF and ETP strategists, Deborah Fuhr, Shane Kelly, CFA and Matthew Murray, CFA, ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings.
The Expert Series
The Expert Series is an organization dedicated to bringing unparalleled insight through the eyes and voices of recognized experts to highly qualified audiences around the globe. One key to the differentiation of the Expert Series is the unique environment created for these events.
Expert Series events are rooted in academia and industry research and brought to life by practicing leaders who provide first-hand perspectives. All Expert Series events are carefully engineered to a measured audience size allowing for intimate and interactive examination of the targeted subject matter.
Financial Advisor Magazine
Reaching independent broker-dealer-affiliated advisors and registered investment advisors (RIAs), Financial Advisor offers readers unparalleled ideas and strategies to help them better invest for their clients and manage their practices.
Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes magazines, newsletters and journals as well as research, directories, books and maps. It also runs conferences, seminars and training courses and is a provider of electronic business information through its capital market databases and emerging markets information service.
Founded in 1989, Lake Partners has been involved in building and managing a wide variety of multi-strategy, multi-manager programs for a diverse client base which includes institutions such as banks, insurance companies, endowments, financial institutions, and funds of funds as well as private investors such as family offices, high net worth individuals, trusts, and private companies.
The firm has responsibilities for approximately $4.7 billion of consulting assets and $656 million of assets under management (as of 9/30/14). They are registered with the SEC as an investment adviser. The firm is also registered with the CFTC as a commodity trading advisor.
Master Limited Partnership Association (MLPA)
The Master Limited Partnership Association (MLPA) is the nation’s only trade association representing the publicly traded partnerships commonly known as master limited partnerships (MLPs). For more than three decades, the association has been highly successful in promoting the interests of MLPs in Washington, D.C. and the states.
Developed to meet the investment needs of the principals, MLP Data is the first investor resource dedicated to providing transparency to the universe of energy related publicly traded MLPs and packaged products. The focus of the company is to expand the knowledge and investor interest in MLPs by providing high quality data, analytics and services to individual investors, registered investment advisors, money managers, and family offices by:
• Providing greater transparency, accuracy, and timeliness of data
• Maintaining independent and objective data collection and analysis
• Efficient processing of necessary partnership reporting requirements
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 100 investment webcasts annually, and reaches an audience of over 250,000 financial advisors.