RiverFront Virtual Unplugged - June 9, 2022

RiverFront Due Diligence

Unwavering Commitment
in a Dynamic World

Please join us for a virtual RiverFront due diligence meeting on Thursday, June 9, 2022 from 3:30 PM - 6:30 PM ET (12:30 PM - 3:30 PM PT). This 3-hour deep dive gives you an overview of our processes, our team, and our unwavering commitment to you and your clients.

  • Accepted for 3.5 hours of CFP® CE credit.
  • Accepted for 3 hours of CIMA® CE credit.

View the agenda:

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