Category Archives: National Conference

Final Days to Register for LSA National Conference

Final Days to register!!! To REGISTER for the LSA National Conference and to view this year’s agenda, please visit http://www.LSAPortfolios.com  OR CLICK HERE! Please take a minute to visit the LSA website to see the powerful list of presenters that will … Continue reading

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Photos From The LSA National Conference

        

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Saturday Keynote – Eric K. Cinnamond, River Road Asset Management

Mr. Cinnamond serves as Vice President and Portfolio Manager for River Road’s Independent Value Portfolio. Mr. Cinnamond has 17 years of investment industry experience. Most recently, Mr. Cinnamond served as Lead Portfolio Manager of Intrepid Capital Management’s Small Cap Strategy. … Continue reading

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Saturday Session Schedule

7:00 – 8:00 a.m. Continental Breakfast/Black Litterman/Diversification 8:00 – 8:15 a.m. Opening Session 8:15 – 9:00 a.m. LSA Website Tips and Tricks 9:00 – 10:00 a.m. Keynote – Eric K. Cinnamond, River Road Asset Management 10:00 – 10:15 a.m. Break … Continue reading

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Bud Kasper and Dean Barber – Sharing Ideas at Conference

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Billy Hopkins – Trends in the Regulatory World

Billy Hopkins, II, president and CEO of Silver Oak Securities spoke to LSA advisors on the subject of current trends in the regulatory environment. According to Mr. Hopkins, clients demand and deserve confidence, trust, professionalism and objective, non-conflicted advice from their advisors.

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Michael Temple Looks Ahead At Fixed Incomes

Michael Temple, Pioneer Senior Vice President and Director of Credit Research addressed the audience of independent advisors at the LSA 2011 National Conference. He was introduced by John Krekovich, Senior Vice President and Pioneer Regional Wholesaler. According to Mr. Temple, “LSA Portfolio … Continue reading

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Style Analysis – Using The Right Benchmark

During his presentation on fund manager style analysis, LSA chief investment officer Brad Kasper noted that many managers diverge from the Morningstar fund category designation for their particular fund.  Drill-down and comparison to appropriate style benchmarks is essential to properly evaluating manager … Continue reading

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Annual Conference Opens

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Pioneer Fixed Income Specialist Presents First Morning Keynote

Michael Temple is Director of Credit Research, responsible for purchase and sell recommendations for fixed income obligations and oversight of credit research. His duties include independent research of credits, sector analysis, and coordination of research efforts. Mr. Temple began his … Continue reading

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American Century’s Michael T. Sullivan Discusses Client Understanding of Markets and Strategies

Mike Sullivan is part of the sales team at American Century dedicated to delivering value added sales programs. Mike’s areas of expertise are helping clients make sense of the markets and increasing clients‘ understanding of the investment strategies at American … Continue reading

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LSA Concludes National Conference

LSA Portfolio Analytics concluded our highly anticipated National Conference, May 19-21 in Kansas City. The conference brought together advisors from across the country to learn more about LSA’s  philosophy, hear from several of our esteemed strategic partners and discover new and … Continue reading

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