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FPA Advisor Exchange - Advanced Planning
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10/27/2017
When: October 27
11:30 am - 1:00 pm
Where: Cobalt Building
920 Memorial City Way, Suite 250
Houston, TX  77024
United States
Contact: Natalie Navellier
7138278014


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FPA Advisor Exchange - Advanced Planning

 

 

Topic: When is it time to fire a manager?

 

  • Everybody has a bad quarter, but what do you do after a year of underperformance? Bringing a new fund into the portfolio is often an enthusiastic and fun process. However, making the call to kick somebody out is much harder. Nobody wants to sell an investment right before it rebounds to superstar status.
  • What are your criteria for cutting a fund from your client portfolios? This could certainly morph into a conversation about screening process for new funds also. 


 

What is the Advisor Exchange Series?

 

The Advisor Exchange Series are additional events/luncheons which will cover a topic related to investment management, financial planning, or practice management.  Unlike our regular chapter luncheon meetings, these events will not offer CE credit.  The format of these will be more of a round table discussion where financial professionals can exchange ideas and also have the opportunity to network.  If you have any suggestions on topics or locations please please send them to natalie.navellier@wsfinancialgroup.com.  

 

Registration Fee (includes lunch):   $10 FPA members  /  $20 Non-Members/Guests

 

 

 

 

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