Mid-Year Market Lessons From Top Active Asset Managers

Overview

[On-Demand Only]

**If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand console**

Sponsored by:

One of the best ways to improve your business is by learning from others who have already unlocked success. The 2019 winners of the Envestnet/Investment Advisor Asset Managers of the Year Awards know how to consistently deliver alpha while minimizing beta for advisors and their investor clients in changing market climates. Hear how their processes and thinking can help you build better portfolios for your clients.

Join this complimentary webcast to discover disciplined, systematic and team-based ways to produce stellar results, and understand the opportunities and dangers that are on the horizon for the market. You will learn:

    • What techniques, repeatable processes and creative methods are used to build highly competitive active strategies

    • What leading investment experts think about the latest market trends

    • How the best asset managers in the business build teams to conduct powerful research and curate data to structure powerful portfolios that strive to outperform their peers & benchmarks

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Speakers 

Robert Miller

Robert Miller, CFA®, Managing Principal, Frontier Asset Management

Robert E. Miller, CFA®, is Managing Principal of Frontier Asset Management, LLC. He co-founded the firm in Sheridan, Wyoming in 2000. He became firm principal in 2006, and was named Managing Principal in 2015.

He is responsible for the vision, strategic direction, and performance of Frontier. Serving as a mentor for his leadership team, he helps ensure the proper resources are in place as the company grows. Rob spends time inspiring and positioning his staff for success. He manages the internal and day-to-day operations, offers ongoing support to the sales team, and continues to look for opportunities to better serve advisors and their clients.

Roy Behren

Roy BehrenManaging Member & Portfolio Manager, Westchester Capital Management

Roy came to WCM in 1994 and became a Managing Partner as of December 31, 2010. He is co-portfolio manager for Westchester Capital Management, LLC and affiliates and Westchester Capital Partners, LLC. He was also their Chief Compliance Officer from September 2002 through June 2010. After earning a B.S. in Economics at The Wharton School, he received a J.D. degree from the University of Miami Law School and an LL.M. degree in corporate law from the New York University School of Law.

Tim Clift

Tim CliftChief Investment Strategist, Envestnet

Mr. Clift serves as Chief Investment Strategist at Envestnet | PMC and is responsible for research and consulting services for the organization. He leads a team of analysts who are responsible for the selection and monitoring of investment managers and a team of consultants who support institutional and advisory clients. Mr. Clift serves on PMC’s Investment Committee and is instrumental in setting investment policy for the Company.