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Learn: What other HNW investors are doing.
Network: Post questions and share your experiences regarding investments, advisors, and estate issues with like minded HNWs and experts.
Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.
Find: Identify leading information sources, advisors and service providers.
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DATA PROVIDERS
AltaVista Independent Research, Inc.
"A fundamentally different approach to ETFs"
AltaVista takes a unique approach to Exchange Traded Funds: it evaluates ETFs based on fundamentals. As a result, readers of its research are able to develop a forward-looking view of a fund based on its investment merit, as opposed the backwards-looking view offered by an exclusive focus on past performance so typical of the warmed-over mutual fund approach to ETFs. Ultimately this distinction helps should clients make better, more informed investment decisions.
Through the ETF Research Center it offers subscriptions to ETF Advisor, a monthly newsletter on ETF strategy and trade ideas. Premium subscribers also have 24/7 access to Online Tools, with daily updates allowing you to drill down to the details of individual ETFs with fundamental data and analysis not found anywhere else, as well as to quickly compare funds graphically using Valuation Tools on such important metrics as price-to-earnings ratio, dividend yield, earnings growth, investment rating, and more.
www.altavista-research.com
Hedge Fund Research, Inc.
Hedge Fund Research, Inc (HFR) serves as the Industry's comprehensive and respected source of hedge fund information, performance data and analysis. HFR's flagship product, HFR Database, is one of the largest hedge fund databases commercially available. Other products include HFR Industry Reports, a quarterly offering of hedge fund industry statistics, and the HFRI and HFRX Indices. Learn more at
www.hedgefundresearch.com.
Hedge Fund Research, Inc. www.hedgefundresearch.com 312-658-0955 info@hfr.com |
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CONFERENCES
Private Wealth Management
11th & 12th August 2008
Mumbai India
This master class will offer you an in-depth analysis of structured products & alternative investments, product mechanics, investor motivation for such products, uses and suitability for investors and the credit & operational aspects, as well. Unlock new ideas for complex products, develop a more comprehensive understanding on investors' motivation in buying financial instruments and enhance your portfolio returns whilst minimising risk.
Your course trainer:
Christopher Goh Director, Wholistic Learning Consortium
Gain value from this unequalled interactive training by securing expert advice on these vital issues:
Exploring the market dynamics and various changing economic parameters and its effect on private banking & wealth management services in India
Formulating strategies needed by astute managers to win and service high net wealth clients
Developing profitable structured products for high net worth clients
Formulating strategies to reduce risk over time without compromising returns
Assessing the relevance of structured products and derivatives on portfolio management and risk management
Designing structured to match clients' views and risk tolerance
Establishing yourself as a leading player in this dynamic industry
Special rebates for Wealth Management Exchange's subscribers/patrons to attend the mentioned event when registering with Ms. Kelly Lee.
For more information on how to register & exhibit, and special rebates please contact
Ms. Kelly Lee
Tel No: + 6032723 6798
Email: KellyL@marcusevanskl.com
Event link: http://www.marcusevans.com/html/eventdetail.asp?eventID=14269&SectorID=2&divisionID=
India's Investors Forum
28th & 29th August 2008
Mumbai India
At the India's Investors Forum, delegates will be treated to presentations by well-known and established high-profile speakers from the industry. Delegates will come away with an in depth knowledge of India's investment industry which would allow them to anticipate challenges, capitalize on regulatory reform, adopt best business practices, and identify new and emerging opportunities in the industry. Additionally, delegates will have the opportunity to network, learn, and share with their peers in the industry. This exclusive 2-day conference must not be missed by delegates who wish to upgrade their knowledge of the industry and to gain an edge over their competitors.
Special rebates for Wealth Management Exchange's subscribers/patrons to attend the mentioned event when registering with Ms. Kelly Lee.
For more information on how to register & exhibit, and special rebates please contact
Ms. Kelly Lee
Tel No: + 6032723 6798
Email: KellyL@marcusevanskl.com
Event link: http://www.marcusevans.com/html/eventdetail.asp?eventID=14178&SectorID=2&divisionID=
InvestorIdeas.com
InvestorIdeas.com® is a leading global investor and industry research resource portal specializing in sector investing, covering over thirty industry sectors as well as global markets. InvestorIdeas.com and each sector portal feature: stock directories, stock news, investor newsletters, Blogs, investor conferences and forums, audio interviews and podcasts, exclusive industry articles by financial columnists, as well as research reports from independent research firms. Sectors covered include environmental stocks, renewable energy stocks, water stocks, mining stocks, oil and gas stocks, tech stocks, digital media stocks, nanotech stocks, RFID stocks and other leading sectors.
Investors, public companies and IR firms can benefit from sector coverage. Services include featured company packages, online audio interviews, industry articles, news release submissions, stock symbol ads and 'green' ads for clean tech companies.
www.InvestorIdeas.com
HedgeFundConferences.com
HedgeFundConferences.com brings you the meetings of the minds worldwide in this growing area of alternative, sophisticated investing. From complete calendar listings to past reviews, from easy registration to special discounts - all in a comprehensive, searchable database - HedgeFundConferences.com is your virtual conference organizer.
HedgeFundConferences.com has been developed by people who know hedge funds and attended numerous hedge fund conferences. HedgeFundConferences.com is dedicated to simplifying the sharing of knowledge in this exciting area of sophisticated investing.
www.hedgefundconferences.com |
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WEALTH MANAGEMENT SERVICES
M3 Capital Advisors, LLC
A preeminent generational wealth planning firm serving affluent families and entrepreneurial companies, focusing on:
1.Generational Wealth Transfer, 2.Insurance Planning and Corporate Benefit services
M3 Capital Advisors believe that the distinct core values that guide a client's personal life should also guide his or her financial decisions. It works with client's trusted advisor team to integrate family core beliefs into a long-term plan to insure the family legacy. M3 utilizes cutting edge techniques and strategies including life insurance as a leverage tool to minimize estate shrinkage and maximize family legacy.
Contact: www.M3CapitalAdvisors.com
M3 Capital Advisors, LLC Building on your core beliefs Patrick R. Davis Managing Director 197 First Ave, Ste 320 Needham, MA 02494 781-449-1145 Office 781-449-1167 fax 781-591-9216 cell pdavis@m3ca.com
The Paladin Registry
This unique service helps investors select financial advisors. For those who depend on the knowledge and ethics of an advisor or planner to help achieve financial goals, then you should know about the services that are available to you in the Paladin Registry. These free public services will help you select a quality advisor and avoid the risks and consequences of bad financial advice.
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Want to learn more about advisors from an independent, objective source that you can trust? Go to the Information Center on the Registry home page
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Want to find a competent, ethical professional in your community? Go to Find an Advisor on the Registry home page. All advisors are pre-screened by Paladin analysts
Want to view advisor responses to questions about their competence, ethics, business practices, and services? Go to View Documents on the Registry home page. All advisors who are profiled in the Registry are required to provide full disclosure.
www.paladinregistry.com |
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INVESTMENT BOOKS
John J.Wiley & Sons
Wiley is a leading publisher of investment, finance and business books. It serves investors, professionals and business people in specialized markets. Subject areas include investment/finance, alternative investments, portfolio management, risk and investor behavior, the stock market, business, accounting, nonprofit institution management, trade and general interest.
www.wileyfinance.com
CFA Institute Investment Series
CFA Institute has partnered with global publisher John Wiley & Sons to launch a series of finance titles. Each book in this series is geared toward industry practitioners, sophisticated investors, and graduate-level finance students and covers the most important topics - portfolio management, valuation, investment risk, and quantitative finance methods - in the industry. The authors are industry professionals and academics who bring their wealth of knowledge and expertise to this series.
www.cfainstitute.org |
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