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SSgA Announces Practice Management and Portfolio Building Events for Advisers
State Street Global Advisors (SSgA) has launched a program that focuses on the needs of financial advisers, registered investment advisers, and wealth managers in practice management and portfolio building.
Reported by Rebecca Moore
Presented by SSgA’s Intermediary Business Group, the State Street Thought Leadership program includes a series of events called Mid Cap SPDR Precision Thinkers that are scheduled to be held in Washington, DC (October 9), Houston (October 23), and Chicago (November 13), according to a company announcement. These half-day events feature a keynote speech from a prominent leader, strategist, or author including: General Colin L. Powell, USA (Ret.), former Secretary of State; Steve Levitt and Stephen Dubner, co-authors of Freakonomics; and Renee Mauborgne and Chan Kim, co-authors of BlueOcean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant.
Each keynote speech will be followed by a Practice Management Workshop lead by Rebecca Pomering, a principal at Moss Adams LLP, who specializes in practice management consulting to the financial advisory industry, or Hannah Shaw Grove, a leading authority on the mindset, behavior, concerns, preferences, and finances of high-net worth individuals.
In addition, SSgA’s Intermediary Business Group is hosting four regional thought leadership segments titled “Global Trends in Institutional Investing,’ focused on the latest trends in institutional investment management and asset allocation, the announcement said. The first two events were held in September and the remaining two events are scheduled to be held in Boston (October 4) and Chicago (October 10). These events feature, Thomas Anderson, head of Strategy and Research for the Intermediary Business Group; Adele Kohler, head of Product Engineering and Product Development; and Alistair Lowe, head of Global Asset Allocation and Currency.
The events are open to all pre-registered investment professionals and are not limited to State Street clients.
For more information, visit http://www.ssga.com.