Portfolio Insights & Client Service for the Future
IMPORTANT NOTE: In order to receive CE, you will be required to complete a Zoom registration and input your CE numbers. Please allow yourself time to do that prior to the meeting start. No CE will be granted for late arrivals.
Abstract: As the investment landscape, regulatory environment, and needs of clients change, advisors must ensure their portfolio construction and business practices evolve to better deliver against their clients' needs. A discussion about ways to deliver an excellent service model, segmentation plan, and team structure so that your business can be situated to grow in the wake of the turbulent times we are in.
3 - 4 pm
Location: Zoom; log in details will be provided in a subsequent email.
Speaker: Jim Renitsky, CIMA, BlackRock Advisors
Applied for 1-hour course for: NC CIE, CFP, NC CPE, No CLE
Jim Renitsky, CIMA® , is a Senior Partner for BlackRock’s Affinity Partners, within USWA Advisor Practice Management. Jim’s service with BlackRock dates back to 2008. Prior to joining BlackRock Jim was a financial advisor for Merrill Lynch.
In his current role, Jim is responsible for co–creating and presenting practice management and fiduciary content as well co-facilitating client engagements and leading the group’s client accountability initiatives. He also co-defines program strategy and leads all internal and external marketing for the group.
Jim earned a B.A in Business and Economics with a minor in Religion from Lafayette College in 2006. He holds the Certified Investment Management Analyst (CIMA) designation and the series 7 and 66 licenses. Jim currently resides in Newtown, Pennsylvania with his wife Shannon and son JJ.
The Next Leg of the Journey
Abstract: Each year BlackRock’s Portfolio Solutions team consults with thousands of advisors from around the industry and collects models through a variety of interactions. We’ve analyzed that collection of models to form insights, make observations and spot trends that we see in the data. In this presentation, we discuss the road ahead, where returns will likely be lower and volatility likely higher and we contemplate what may be needed to create successful client outcomes. We also share the common themes and current positioning that we see in the tens of thousands of models that we’ve collected in the past 12 months.
4 - 5 pm
Location: Zoom; log in details will be provided in a subsequent email.
Speaker: Patrick Nolan, CFA; BlackRock Advisors
Applied for 1-hour course for: NC CIE, CFP, NC CPE, No CLE
Patrick Nolan is a professional with 20+ years of experience within the asset management industry, is part of the leadership team within BlackRock Portfolio Solutions, and currently leads theiir efforts in portfolio construction content and distribution. He possesses a strong combination of technical expertise and commercial acumen, gained from an extensive background in both investment management and retail distribution.
patrick's experience spans all segments of the US private client advisor industry, and includes an understanding of wire house, independent, RIA, and private bank platforms and client service models.
A CFA charter holder with Series 7, 63, and 24 registrations, he has leadership experience in the build-out of multi-asset portfolio consulting teams throughout all phases of team construction - including design, hiring, expansion and transition. Before shifting to the investment side of the industry, his early career was focused on demonstrating accomplishment in advisor-led sales, with technical expertise in all asset management products, including ETFs, mutual funds, QP and liquid alternatives, as well as separately managed accounts.
Virtual Happy Hour
5 - 6 pm
Stick around or join us after class to catch up with your friends