Investment Manager Due Diligence Webcast, Friday, February 11 at 4 p.m. EST
CFPs eligible for one CE credit – Hosted by Advisor Products Inc.
To register, visit: https://www1.gotomeeting.com/register/809014976
Most advisors performing due diligence on investment managers are using the wrong tools and can’t determine winning managers from losing ones. Consequently, winners are fired and losers are hired, and clients suffer the consequences.
At this webinar, you’ll learn:
|•||Two fundamental questions to differentiate winners from losers|
|•||Why traditional due diligence tools are ineffective|
|•||Why indexes and peer groups do not work|
|•||New tools that can help pick investment winners|
|•||How to require the best from your due diligence researchers|
Ron Surz is President and CEO of PPCA Inc and its subsidiary Target Date Solutions (TDS). PPCA is an RIA in San Clemente, CA, providing manager due diligence software and enhanced UMA structures. TDS licenses and manages custom designs for target date funds using a patent-pending methodology. Surz earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.
Receive CFP CE credit on replays of 40 educational webinars by registering at Advisors4Advisors.com.