The world’s financial markets are facing uncertainty as central banks reconsider monetary policy, countries reconsider their trade policies, and investors brace for impact. Join Scott Welch as he separates the actionable investment signals from the noise and explains his best practices for selecting investment managers.
Speaker:
Scott Welch has been an Investments & Wealth Institute member and CIMA professional since 2004. A frequent conference speaker and active member of the Investments & Wealth Monitor Editorial Advisory Board, he joined the Investments & Wealth Institute's board of directors in 2017. Mr. Welch is the chief investment officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence. He was the founder of Unconstrained Thought, a macro-economic, investment and wealth management consultancy. He was also a co-founder and former chief investment officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that served high-net-worth investors. Prior to joining Fortigent and its predecessor firm in 1998, he spent more than 12 years on Wall Street where he focused on capital markets, corporate finance, and derivatives.
Continuing Education (CE) Credit:
-1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch the presentation for the required 50 minutes
-Credit is uploaded automatically to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is only available for online viewing for one year.