Chicago, IL

Parametric Advisor Forum

Please join us to hear from industry experts, network with your peers, and participate in an interactive workshop on the art of new client attraction. 

 

Agenda

 

Speakers

 

Event Details

 

Questions?

Chicago | Thursday, June 7

Waldorf Astoria Chicago, 11 E Walton St.
9:00 a.m. – Noon



Agenda

 

Download PDF

8:30 a.m.
Networking (light breakfast provided)

9:00 a.m.
The Art of New Client Attraction: Making first encounters count
David Richman – National Director, Eaton Vance Advisor Institute
To be an “Intentional Advisor” in the arena of new client attraction takes a certain mindset and a degree of artistry. During this highly interactive session you will develop a deeper skillset in making first encounters count and generating more meetings with enhanced approaches to the follow-up call.

9:40 a.m.
An Alternate Approach for Volatile Times
Alex Zweber, CFA – Senior Portfolio Manager, Parametric
Market volatility is inevitable and unnerving to many investors. Learn how institutions successfully dealt with this challenge and how it makes sense for some high net worth clients.

10:20 a.m.
Networking

10:30 a.m.
The Art of New Client Attraction: Better first meetings 
David Richman – National Director, Eaton Vance Advisor Institute
Effective first meetings with prospective clients are essential to the success of any practice. This session suggests a specific template that can lead to a more purposeful, coordinated and conclusive first meeting.

10:50 a.m.
How to Preserve Multigenerational Wealth
Jennifer Sireklove, CFA – Director of Responsible Investing, Parametric
While many advisors shy away from responsible investing due to preconceived notions about its effect on portfolio performance, investor interest has grown significantly, particularly among millennials, Gen X and women. Learn how you can use this opportunity to connect to the next generation of clients. 

11:30 a.m.
The Art of New Client Attraction: Capturing referable moments
David Richman – National Director, Eaton Vance Advisor Institute
Capture referable moments by shaping the conversations your clients have when you’re not in the room. This session explains the importance of building a bridge to referrals and provides a framework for advisors to craft their own unique brand.

11:50 a.m.
Closing and lunch

Speakers

David Richman
National Director, Eaton Vance Advisor Institute

Mr. Richman has been a student of the financial advisory experience for the better part of three decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities. David has been a featured speaker at many industry conferences, including the Investments & Wealth Institute (formerly IMCA) and American Bankers Association (ABA), and is also a frequent contributor to numerous financial magazines. Prior to his current role, David was a member of the Wealth Management Solutions Group, supporting some of Eaton Vance’s most sophisticated strategies. A graduate of the University of Rochester, David also earned a Master’s in public policy analysis from his alma mater and a J.D. from the University of Connecticut.

Alex Zweber, CFA
Senior Portfolio Manager, Parametric

Mr. Zweber is responsible for the design and implementation of several of Parametric’s Volatility Risk Premium solutions, including the Defensive Equity and Global Defensive Equity strategies. He has considerable experience with portfolio construction, trading, and portfolio management across both futures and options, and works closely with institutional clients and consultants to address their investment and risk management needs. Prior to joining Parametric in 2006*, Alex earned a B.A. in Economics from Macalester College. He is a CFA charter holder and a member of the CFA Society of Minnesota.

* Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.

Jennifer Sireklove, CFA
Director of Responsible Investing, Parametric

Ms. Sireklove is responsible for all aspects of Parametric's responsible investing strategies. As the primary strategist for responsible investing, Jennifer works closely with advisors and consultants to design, develop and implement portfolio solutions that incorporate their clients' principles. Prior to joining Parametric in 2013, her career was in equity research, covering the energy, utility and industrial sectors. She earned an MBA in Finance from the University of Chicago and a B.A. in Economics from Reed College. 

Event Details

Venue
 Waldorf Astoria Chicago
11 E Walton Street, Chicago, IL 60611 (map)

 Waldorf Astoria Chicago Hotel Lobby

  

Date & Time
Thursday, June 7 I 9:00 a.m. – Noon
Registration starts at 8:30 a.m.

Parking 
Valet parking will be validated 

Dress Code 
Attire is business casual 

Dietary Restrictions
Email us with your specific needs

Wi-Fi 
Details TBD 

Regional Contacts

Ted Hovivian
Ted Hovivian

Regional Director 

Email

Ted Hovivian
Ted Hovivian
Mr. Hovivian is responsible for business development and relationship management for Parametric’s Central Region. Prior to joining Parametric in 2010, Ted was a Director in the Wealth Management divisions at both Charles River Development and Goldman Sachs, where he focused on products and platforms. Ted earned a B.A in Business Administration and Management from Bryant University. He has been a frequent speaker in the Managed Accounts Industry.
Bruce McIntosh
Bruce McIntosh

Sales and Service Support Manager

Email

Bruce McIntosh
Bruce McIntosh
Mr. McIntosh is responsible for supporting all sales and marketing activities in the mid-west region. Bruce joined Parametric in 2000. Prior to his current role he supported the marketing channels managed by Parametric’s parent company, Eaton Vance Corp. He earned a B.A. in Finance from Washington State University, and an MBA in Finance from Seattle University.
{F33BD959-1499-4857-91FB-3B0EF4ADCB43}

Loading...