We are bringing you the “unplugged” version of the ACE 2020 Boston: The Exceptional Advisor conference, away from the lights and sounds of the live stage. Presented in three acts (the Opening Act, Main Stage, and After Party), each act is inspired by the different session types you experience at our live conferences and delivers the first-class education you have come to expect from us.
Choose which combination of sessions is right for you and gain timely, practical insights to confidently serve your clients during turbulent times.
Content
Opening Act:
Advisors to accredited investors have been challenged to build institutional caliber portfolios of private investments for many legal and practice management reasons. Now, a new wave of products aims to change that. In this 3-part workshop presented by Delaware Funds by Macquarie, join Bob Rice as he moderates a discussion among institutional fiduciaries, advisor practice experts, and product design professionals to explain the opportunity across various private markets asset classes; the risk/reward benefits they typically deliver; and how you can, for the first time, practically deploy genuinely institutional caliber private portfolios into accredited investor and tax-exempt accounts.
Main Stage:
- Big Ideas 2020 | Catherine Wood, Founder, CEO, and CIO, ARK Invest
- Long-term Implications of Unprecedented Federal Reserve Policy | Danielle DiMartino Booth, CEO and Chief Strategist, Quill Intelligence, LLC
- Michael Kitces on How the Pandemic Will Impact the Future of Wealth Management | Michael Kitces, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, Partner and Director of Wealth Management, Pinnacle Advisory Group
- I'll See It When I Believe It: How Beliefs are Formed in Non-expert Groups | Herman Brodie, Founding Director, Prospecta Limited
- Key Tax Planning Opportunities for Difficult Times | Steven Siegel, JD, President, The Siegel Group
- The Future of ESG Integration in the Wake of Covid-19 | Meredith Jones | Alternative Investment Consultant and Author
- Rigorous Empathy: Why the Adaptive Advisor is Positioned to Succeed | Brian Portnoy, CFA
- Social Security & Medicare Integration | Marcia Mantell, RMA, NSSA, President, Mantell Retirement Consulting, Inc.
- Family Love Letter: Intergenerational Wealth Transfer | Cheri Brooks, CPA, Senior Vice President, Neuberger Bergman Advisor Institute
- What Business Ethics is Not | Peter Conti-Brown, PhD, Assistant Professor, The Wharton School of the University of Pennsylvania
After Party:
- Is Service a Sustainable Competitive Advantage? | Dave Patchen, SVP, Private Client Group Education & Practice Management, Raymond James
- What's the Next Big Thing? | Dani Fava, Product Strategy & Development, TD Ameritrade Institutional
- Structured Notes: Redefining a Global Marketplace | Jason Barsema, Co-founder and President, Halo Investing
- Semi-Transparent ETFs: The Next Evolution of the ETF Industry | Ed Rosenberg, VP, American Century Investments, and Matt Lewis, Vice President, Head of ETF Implementation and Capital Markets, American Century Investments
- Finding Growth in a Slow-growth World | Gerald Du Manoir, Equity Portfolio Manager, Capital Group
- Modeling Securitized Credit: A Framework to Determine Strategic Allocations | Chris Wilson, CFA, Senior Client Portfolio Manager, Voya
- This is Your Time | David Richman, National Director, Eaton Vance Advisor Institute
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Continuing Education (CE) CreditInvestments & Wealth Institute:CIMA®, CPWA®, and RMA® Certifications:
- Opening Act: 3 CE credits
- Main Stage: 10 CE credits, including 1 tax/regulation hour and 1 ethics hour
- After Party: 7 CE credits
- Learners must watch each session presentation for the required 50-minute minimum
- Credit is awarded in installments, upon successful completion of each act (Opening Act, Main Stage, and After Party)
- Credit is automatically uploaded to your Institute certification record(s) but can take up to 24 hours to be reflected
CFP Board:
- Opening Act: 3 CE credits
- Main Stage: 8 CE credits
- After Party: 4 CE credits
- Learners must score a 70% or higher on the quiz that accompanies qualifying sessions AND must click the "report CFP CE" link to attest to your completion; the "report CFP CE" link for a particular session will appear to you immediately upon receiving your passing score
- Credit is reported to CFP Board per individual session, within 8 business days of receiving your attestation of completion; Institute staff report to CFP Board weekly, typically Wednesdays
Expiration
ACE Unplugged is available for online viewing for one year from the date of original purchase.