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FPA Houston Virtual Chapter Meeting
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8/11/2020
When: August 11
3:00 - 5:10 PM
Where: ZOOM
Houston, TX 
United States
Contact: FPA Houston
713-518-1785


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FPA Houston Chapter Meeting

 


 

Join us online from the comfort of your home for our next chapter meeting on ZOOM. 

 


CE CREDITS (pending approval)

 

 

CFP, CPA, CIMA CE Credit:  2.0 

 

 

MEETING FEES

 


Complimentary - $0

FPA Members, Corporate Partners, Season Ticket Holders


$ 25.00

Non-Members


DETAILS

 

 

3:00 PM:  Welcome & Announcements


3:10 - 4:00 PM:  Turning Political Questions into Productive Investing Dialogues

 

Ben Phillips, CFA

Chief Investment Officer, EventShares

 

Actions in Washington D.C. can be a powerful leading indicator for investment returns. Changing rules and regulations often lead to new business opportunities and remake entire industries. While the opportunity to invest in policy trends exists, many professional investors and advisors are distracted by political noise. Learn how to direct an emotional conversation about politics into a productive investing dialogue.  EventShares connects government policy changes and regulation to capital markets. By thoroughly researching policy trends and the impacted subsectors, investors can uncover uncorrelated return opportunities. The research drives the systematic stock selection in the only policy-themed ETF globally, the U.S. Legislative Opportunities ETF (PLCY).   

 


Ben Phillips
 serves as the Chief Investment Officer overseeing portfolio management and chairs the Investment Committee. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.

 

 

 

 

 

4:00 - 4:10 PM: Break


4:10 - 4:20 PM: Hub International Personal Insurance Sponsor Spotlight


4:20 - 5:10 PM:  Personal Cyber Protection Coverage

 

Corey Dunbar

Assistant VP, Market Development - HSB, Reinsurance Partners for Cincinnati Insurance Company

 

We will discuss why individuals and families need cyber protection coverage. Cyber Protection has been one of the many coverages that commercial businesses look to buy but this coverage has not always been available for individuals and families. Not all insurance companies offer this coverage still today, however, Cincinnati does offer this coverage to their clients for a minimal cost.  Topics covered to include:  Cyber coverage for home owners; Merging trends, threats and vulnerabilities; Online crime and extortion; Fraud and social engineering; Cyber security at home; and Cyber products available; Loss scenarios and triggers. 

 

 

 

Thank you to our platinum partner for their support of this event

 

 

 

 

 

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