9:30 – 10:00 am
Investment Protection SIG
Clark Mills, SIG Leader
This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth.
10:15 – 11:15 am
Is India the Perfect Emerging Market?Kevin Carter
Founder and Chief Investment Officer, EMQQ Global
While smartphones and ecommerce have become ubiquitous in developed markets, 1.4 billion young consumers in India are only just now beginning to get online. This digital transformation is creating a tremendous growth opportunity for investors looking for exposure to long-term, future-focused growth. India’s thriving economy and favorable demographics are creating a digital golden age, presenting an alternative emerging market exposure to China. The country is on track to be the third-largest economy in the world by the decade’s end according to Morgan Stanley. We believe that the time to invest in India is now and that the India Internet & Ecommerce Index (ticker: INQQ) is one easy way for investors to gain exposure to the growth occurring today.Kevin T. Carter is an internationally recognized expert in emerging and frontier markets with over two decades of work alongside longtime Princeton economist and author of A Random Walk Down Wall Street, Dr. Burton Malkiel. Kevin is the Founder & CIO of EMQQ Global, the creator of three emerging market technology indexes: EMQQ, INQQ & FMQQ, each tracked by ETFs listed on the NYSE. He has been featured on CNBC, Morningstar, Bloomberg, Yahoo Finance, UBS, Columbia Business School, CFA Societies, Wells Fargo, Morgan Stanley.
11:15 to 12:15 pm
How Would Your Advisor See It SIG – In-person
Craig Mornigstar, SIG Leader
Most often individuals only have the experience of their own situation, and not the experience of time and many situations. This SIG is a discussion of how advisors see things from their experience of working with many clients, at all stages of their investments, planning, taxes and risk management stages of client lives over decades. Knowing how advisors see things from their experiences can help individuals improve their own outcomes, and if they work with an advisor, how to get more from the relationship.
12:30 to 1:30 pm
How Would Your Advisor See It SIG – In-person
Craig Mornigstar, SIG Leader
Most often individuals only have the experience of their own situation, and not the experience of time and many situations. This SIG is a discussion of how advisors see things from their experience of working with many clients, at all stages of their investments, planning, taxes and risk management stages of client lives over decades. Knowing how advisors see things from their experiences can help individuals improve their own outcomes, and if they work with an advisor, how to get more from the relationship.
