May 21, 2019 Regional Breakfast Event
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Financial Pathways for the Year Ahead

5/21/2019
When: May 21, 2019
8:30 AM
Where: Ameriprise Financial
141 W. Front Street
Suite 140
Red Bank, New Jersey 
United States
Contact: Steven Weiss


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Date: Tuesday, May 21, 2019

  

Time: 
8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: Financial Pathways for the Year Ahead

 

Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards. 
   
Our Featured Speaker:

Damien Comeaux, CIMA, Senior Portfolio Construction Specialist, Janus Henderson Investors

 

Damien Comeaux is a Senior Portfolio Construction Specialist at Janus Henderson Investors. He is a member of the Portfolio Construction Services Team focused on delivering actionable investment strategy and thought leadership to help clients with all aspects of the investment management process. Prior to his current role, Mr. Comeaux was a product manager for Janus’ mathematically based managed volatility funds and hedged equity ETF strategies. He also served as senior product analyst, conducting competitive analysis, platform research and technical product support. Mr. Comeaux received his bachelor of science degree in marketing from San Diego State University and his MBA from the University of Denver, Daniels College of Business. He has 10 years of financial industry experience.

Program Description: 
The presentation will address current economic and financial markets environments with an emphasis on incorporating these outlooks into the client portfolio construction process. The intent will be to provide information and tools to help the financial planners and advisors in attendance better manage client portfolios over the balance of 2019. The presentation will fall within the element of Investment Analysis and will address analyzing and evaluating a clients current and developing, communicating and implementing appropriate investment recommendations. In the presentation, we will be discussing some of the recent trends we have seen from “deconstructing” over 6,000 advisor models. Provide a quick recap of the previous 12 months and an outlook for the remainder of 2019 with an emphasis on portfolio construction.
 
Level of Complexity: Intermediate
 
Registration Fees:
FPANJ Member – Free
Non-Members – $20

 

Cancellation Policy:ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded

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