Parametric Advisor Forum | Parametric Portfolio
New York Central Park

Parametric Advisor Forum

Please join us, industry experts, and your peers at an upcoming Parametric Advisor Forum for an interactive workshop on transforming client challenges into opportunities. 

 

Agenda

 

Speakers

 

Event Details

 

Questions?

New York | Thursday, September 27

The Langham, 400 Fifth Avenue
9:30 a.m.–12:30 p.m.



Agenda

 

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9:00 a.m.
Networking (light breakfast provided)

9:30 a.m.
Managing difficult client meetings and conversations with comfort and clarity
Maria Iams, Principal Consultant Executive Coach, Lange International
Every day, advisors are faced with significant communication moments when meeting with clients or prospects. In these interactive sessions, we’ll explore tools and techniques on how to better connect with clients and clearly address their difficult questions.

10:15 a.m.
Minimizing your clients’ tax exposure under the 2017 Tax Act
Bruce Givner, Esq., Tax Attorney, Givner & Kaye
Since the new tax law has been in effect, clients may be assessing the impact to their prior tax and estate planning strategies. In this collaborative session Bruce will share insights and uncover potential tax-mitigating strategies that may help clients gain peace of mind. 

11:00 a.m.
Networking

11:15 a.m.
An alternative approach for volatile times
Greg Johnsen, Director, Institutional Portfolio Manager, Parametric
Market volatility is inevitable and unnerving to many investors, leading them to want less-correlated investments in their portfolio. In this session we’ll explore how the volatility risk premium, when properly harvested, can generate persistent, uncorrelated returns in all market environments.

12:00 p.m.
Panel discussion (lunch provided)

12:30 p.m.
Closing remarks

Speakers

Maria Iams
Principal Consultant Executive Coach, Lange International 

Maria specializes in leadership development and interpersonal communication. Her lens on leadership empowers clients to positively impact their executive performance, effectively lead teams, and engage in transparent communication. Maria’s leadership and interpersonal communication coaching spans industries; her corporate clients include the Gates Foundation, Microsoft, Google, Russell Investments, and Global Online Academy. She also consults with New Leaders and the Center for Educational Leadership, two large nonprofits that support the development and growth of school leaders nationwide.

Bruce Givner, Esq.
Tax Attorney, Givner & Kaye

Bruce is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. A graduate of the University of California, Los Angeles; Columbia Law School; and New York University’s LLM (tax) program. He has been practicing tax law for almost four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high-net-worth and high-income families, individuals, and their closely held corporations. He is the author or coauthor of more than 100 professional articles and books.

Greg Johnsen
Director, Institutional Portfolio Manager, Parametric

Greg supports development and distribution of Parametric’s investment products. Prior to joining Parametric in 2012, he was with Wellington Management as vice president and investment director, product management, working closely with equity portfolio managers to evaluate portfolio characteristics and performance. He also worked as a senior investigator for the Chicago Board Options Exchange and as a derivatives trader. Greg earned an MBA from the University of Chicago and a BS in economics from the University of Minnesota. He is a CFA® charterholder and holds the Chartered Financial Analyst designation.

Event Details

Venue
The Langham
400 Fifth Avenue, New York, NY 10018 (map)

 The Langham Hotel New York

  

Date and time
Thursday, September 27 I 9:30 a.m.–12:30 p.m.
Registration opens at 9:00 a.m.

Parking 
Validation provided

Attire
Business casual 

Dietary restrictions
Email us with your specific needs

Regional Contacts

Dick Wilson
Dick Wilson

Regional Director

Email

Dick Wilson
Dick Wilson
Mr. Wilson is responsible for business development and relationship management for Parametric’s Eastern Region. Dick joined Parametric in 1998. His previous associations include New York Life, Regional Director of Marketing, and Flippin, Bruce & Porter, Vice President of Marketing. He received a B.A. in Religion from Kenyon College.
Ben King
Ben King

Regional Representative

Email

Ben King
Ben King
Mr. King is responsible for supporting business development and relationship management activities for Parametric’s Mid-Atlantic Region. Prior to joining Parametric in 2013, Ben worked at Preferred Lending Partners as a Credit Analyst.  He earned an MBA and B.S. in Finance from the University of Denver.
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