Join us Tuesday, August 20th via Zoom for the 4th Annual FPA DFW Super CE Day. Super CE Day features a great lineup of topics and registrants may earn up to 5 CFP, CPA, CIMA CE credits, based on sessions attended. Your registration includes and or all sessions and you can come and go as needed. Questions: contact Melisa Hall execdir@fpadfw.org.
- The Zoom link will be sent out 1-2 business days prior to the event.
- You are not required to pre-select the sessions you plan to attend. You will simply use one link to access any/all sessions through the day.
8:00 AM - 8:10 AM: Sign on + Welcome, Housekeeping & Announcements
8:10 AM - 9:00 AM: Diversifying Beyond Mega Cap Tech (1 CE)
Salvatore Ruscitti, U.S. Equities Strategist - MRB Partners
Year-to-date gains in the S&P 500 have been fueled by rising earnings, resilient economic growth, and relentless upside in the A.I. trade. However, mounting risks associated with extreme market concentration and high valuations at the top-end of the equity market suggest that index performance will be choppier in the rest of the year. This presentation will focus on the U.S. equity market outlook and how investors should position equity portfolios in the next 6-12 months. Learning objectives include: a) What is the outlook for the U.S. economy and corporate earnings; b) What are key macro indicators signaling about how investors should position portfolios?; c) Where are the best diversification opportunities beyond mega-cap tech stocks?; and d) How will the U.S. elections impact the performance of select sectors/industry groups?
9:00 AM - 9:10 AM: Break
9:10 AM - 10:00 AM: Avantis - add topic
Speaker name - Avantis Investors
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10:00 AM - 10:10 AM: Break
10:10 AM - 11:00 AM: Realty Capital Partners (1 CE)
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11:00 AM - 11:10 AM: Break
11:10 AM - 12:00 PM: The Value of Real Estate Note Investing (1 CE)
Mike Hanna - REI Capital Fund I, LLC
This session will cover what private lending is for real estate investors, why it is used, and the lifecycle of a loan. This will be followed by defining real estate note investing, discussing the benefits, risks and the value that can be offered to clients as an alternative investment vehicle, along with due diligence process considerations. Learning objectives include: a) How real estate notes are created and why they are used; b) The value in real estate note investing; c) The definition, benefits, and risks of participating in 506(c) debt funds that are used in the private lending space.
12:00 PM - 1:00 PM: Break/Lunch
1:00 PM - 1:50 PM: Avantax (1 CE)
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1:50 PM - 2:00 PM: Closing remarks and CE credit details
FPA is partnering with the following Platinum Partners to bring you this event
