Events and Conferences

Event Location
Market Monthly: Investing in Today’s Municipal Market Market Monthly: Investing in Today’s Municipal Market

Featured Speaker: Joseph Deane, Executive Vice President, Head of Municipal Bond Portfolio Management, PIMCO

Moderator: Chris Devenney, Vice President and Senior Investment Analyst, Envestnet | PMC


Investing in Liquid Alternatives Investing in Liquid Alternatives

Ryan Tagal, Vice President and Portfolio Manager, Envestnet | PMC, is a featured speaker at this event. He will cover asset allocation and portfolio construction using liquid alternatives. Conference keynote speaker is Joel Greenblatt, Managing Principal & Co-CIO, Gotham Asset Management. This conference has been accepted by the CFP Board for 9 CE credits. Complimentary attendance for financial advisors and institutional investors.

New York, NY

Convene Conference Center
32 Old Slip
New York, NY 10005

Envestnet Advisor Summit 2015 Envestnet Advisor Summit 2015

Gain insight on how to build your practice to achieve greater client success and growth. Hear from a collection of leading financial, economic, and industry experts who will discuss the business and investing climate, as well as trends that we see that may impact you and your business.

Chicago, IL

Hilton Chicago
720 S Michigan Ave
Chicago, IL 60605