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Description
This series of sessions offers comprehensive insights into key areas of wealth management and financial planning. Join Mike Helmuth and Dan Ivascyn as they explore PIMCO’s proven strategies for generating income across diverse fixed income market environments, highlighting current opportunities and positioning. Engage in a thought-provoking fireside chat with Tony Kim, BlackRock’s Head of Global Technology, who will discuss the transformative impact of artificial intelligence on the global economy and strategies to align client portfolios with this technological revolution. Additionally, participate in an in-depth conversation with Josh Brown, CEO of Ritholtz Wealth Management, and Erik Zipp, as they reveal the intricate process behind Ritholtz’s innovative internal succession plan, including key discussions on valuation methods and deal economics. Together, these sessions provide valuable knowledge on market strategies, technological innovation, and succession planning to enhance financial advisory practices.
Learning Objectives
Analyze fixed income strategies and market conditions to identify compelling income-generating opportunities across diverse economic environments.
Evaluate the long-term structural impacts of artificial intelligence on the global economy and integrate technological innovation considerations into client portfolio construction.
Apply advanced concepts of succession planning, including valuation methodologies and deal economics, to develop and execute effective internal succession strategies within wealth management firms.