RiverFront Virtual Unplugged - June 9, 2022

RiverFront Due Diligence

Thank you for attending!

Thank you for joining our Virtual Unplugged. Please explore this page to find helpful resources. We are available to discuss any questions you may have about our products or ways RiverFront can partner with your practice. Please don't hesitate to reach out with your questions, thoughts, or feedback. Let us know how we can help you.

  • 3.5 hours of CFP® CE credit: 299082
  • 3 hours of CIMA® CE credit: 222305

AGENDA:

  • Introduction: Pete Quinn | President & CEO
  • Global Macro & Portfolio Positioning: Chris Konstantinos, CFA® | Director of Investments | Chief Investment Strategist
  • Asset Allocation Process: Adam Grossman, CFA® | Global Equity CIO | Co-Head of Investment Committee & Tim Andersson | Lead Multi-Asset Portfolio Manager
  • Selection: Adam Grossman, CFA® | Global Equity CIO | Co-Head of Investment Committee
  • Risk Management: Chris Konstantinos, CFA® | Director of Investments | Chief Investment Strategist
  • Portfolio Manager Discussion: RiverFront Investment Team
  • Financial Advisor Panel: Moderator - Brad Wear, CDFA, CFS | Western Regional President | National Sales Manager
  • Oechsli Presentation: Mastering Affluent Client Acquisition: Stephen Boswell, MBA | President, Oechsli

View the agenda: