Joe Halpern to Present at the Investment Management Consultants Association 2014 Winter Institute.

I’m pleased to announce that I will be speaking at the Investment Management Consultants Association 2014 Winter Institute. This year’s event will take place on December 8th, 2014 in Phoenix, AZ.

My presentation, “Simplifying Complex Products and Concepts: Using Some of the Most Controversial Products in Favorable and Conservative Strategies”, will pull back the curtain on several complex products and discuss how traditionally “risky” investment products and features such as leverage, derivatives, and structured notes can be used responsibly to achieve some powerful investment results.

It promises to be a great conference. Please let me know if you plan on attending and if you’d like to get together to explore this topic further.