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
10:15 – 10:40 a.m. Jeff Manry, BetaVest
10:40 – 11:15 a.m. Ann Vanderslice, Federal Benefits Training Network
11:15 – 12:15 p.m John Blamphin, LSA Scorecard
12:15 – 12:30 p.m. Closing Ceremonies
Billy Hopkins, Silver Oak Securities
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.
Michael Temple, Pioneer SVP and Director of Credit Research.
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.
John Krekovich, Pioneer SVP and Regional Wholesaler.
According to Mr. Temple, “LSA Portfolio Analytics is going beyond Morningstar reports by digging deeper into why funds and portfolios do what they do”.
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 performance and also to properly utilizing a fund to cover a particular asset category.
Michael Temple, Director of Credit Research, Pioneer Investments
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 career in investment management in 1991. Prior to joining Pioneer, he was a portfolio manager at Boston Partners and a senior credit analyst at Putnam Investments, a senior analyst at Duff and Phelps in Chicago and the Director of Planning and Investor Relations for the Public Service Company of New Mexico. Mr. Temple received a B.A. and M.B.A. from the University of Colorado in 1982 and 1984, respectively.
Michael T. Sullivan, American Century Investments
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 Century Investments®. Mike previously worked in intermediary sales for American Century Investments supporting relationships with financial professionals.
Prior to joining American Century Investments, Mike worked nearly five years in institutional sales and client service at Strong Capital Management/Wells Capital Management in Milwaukee, Wisconsin. Mike graduated summa cum laude from the University of Nebraska at Kearney. He is a CFA charterholder and a member of the Kansas City CFA Society. He holds series 7 and 66 licenses.
LSA wrapped up a successful 2011 National Conference in beautiful downtown Kansas City.
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 exciting business development ideas from peers.
Thanks to all of you who were able to be here with us. And to those who were unable to attend, please see the articles below to learn more about the conference. We hope to see you next time! As always, please let us know whenever we can be of service to you.
–The LSA Portfolio Analytics Team
LSA Connect 