Investment Institute Conference
Investment Institute Conference image

Annual Conference

September 21-23, 2021
Engage with industry experts, enhance your investment expertise and gain practical insights and innovative solutions when you join us virtually this autumn for the Northern Trust Asset Management 2021 Investment Institute Conference.


> View the Agenda

Please register in advance:

CONFERENCE HIGHLIGHTS

  • Engage with Northern Trust senior management and investment professionals and other investment management experts and industry peers from around the country.
  • Listen to objective commentary and analysis on the economic and market environments and acquire strategies for identifying and capitalizing on global investment opportunities and managing risk.
  • Hear our views on the equity and fixed income markets including top picks from our equity research analysts and strategies for uncovering value in the current rate and credit environments from our fixed income experts.
  • Gain insights on a variety of compelling investment and practice management topics such as sustainable investing, building scale with multi-asset model portfolios, portfolio construction, retirement planning and income generation, tax and wealth planning and more.
  • Engage our experts in conversation around the issues that are most important to you by reserving time to Meet Our Experts at the end of each day. Our Asset Allocation Strategists will be available to answer your questions on strategic asset allocation and tactical positioning; our Portfolio Construction Specialists can provide insights on risk exposures and efficient portfolio design, our Equity Analysts can offer perspectives on sectors and individual stocks and our Fixed Income Specialists will be available to discuss our credit research and fixed income outlook.

CONTINUING EDUCATION CREDIT

CFP: Approved for 9 credit hours
CIMA and CPWA: Approved for 9 credit hours
CTFA: ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2021 investment institute conference has been approved for 9 CTFA credits. This statement is not an endorsement of this program or its sponsor.

 

CONFERENCE LOCATION:

The 2021 Investment Institute Conference is a virtual event.

 

CONFERENCE FEE:

The conference fee is waived for Investment Institute members.
Other interested parties: $495

 

2021 INVESTMENT INSTITUTE CONFERENCE SPONSORS

FOR MORE INFORMATION PLEASE CONTACT

NorthernSolutionsGroup.com