The following agenda is availble to use as a guideline for your travel plans. All times are subject to change. Event descriptions and speaker information will be updated as more information becomes available. Please visit this site for all updated information as the conference approaches.
This presentation will provide a comprehensive overview of the US Institutional and Endowment & Foundation market, providing Financial Advisors with a working knowledge of pension plans and non-profit investment portfolios. Advisors will walk away with an understanding of Institutional plans and guidelines on how to prospect this exciting segment of the market, through their existing book of business and networking within their local communities. Bret Young brings more than 25 years of experience in sales, marketing and sales management to his role overseeing strategic leadership and management of Curian’s Institutional and Bank Trust distribution channels.
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