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Jackson National Life Insurance Company® (Jackson) is sponsoring a web seminar series on alternative investment strategies, hosted by
Financial Planning magazine. The four-part series will feature two alternatives seminars offering one hour of Certified Financial Planner (CFP) credit, as well as two money manager panel discussions with experts from Curian Capital, LLC (Curian®), BlackRock, Inc.®, Ivy Investment Management Company and AQR Capital Management.
“As advisers adopt new approaches to meet the changing needs of their clients, we have seen a clear need for education on alternative asset classes and investing strategies,” said Clifford Jack, executive vice president and head of retail for Jackson. “Jackson is committed to continuing its role as a pioneer in the alternative space and supporting the educational needs of advisers.”
The first seminar in the series, “Investing in Alternatives: A Practical Look at New Strategies” will be held at 4:15 p.m. EDT on June 27. Recognizing the need for education on alternatives, Jackson will present a high level discussion on the recent shift from traditional investing models to alternatives, giving advisers a clearer picture of how to potentially utilize these asset classes and strategies within their clients’ portfolios. For those unable to attend on June 27, the seminar will be offered at the same time on August 8. One hour of CFP credit is available for both dates.
The first money manager panel discussion, “Alternative Investing Trends,” will be broadcast at 4:15 p.m. EDT on July 18. A second panel discussion will take place at the same time on August 29. Moderated by
Financial Planning’s David Adler, both seminar panels will feature a lineup of some of the industry’s most highly regarded money managers.
Joining the panels on July 18 and August 29 is Clifford Asness, Ph.D., managing and founding principal of AQR Capital Management. He will be accompanied for both dates by Steve Young, senior vice president of asset management for Curian. Ryan Caldwell, senior vice president and co-portfolio manager of Ivy Investment Management Company will join the panel on July 18 and investment analyst Tim Burger will represent Ivy Investment Management Company on August 29. From BlackRock, Inc.®, Dennis Stattman, managing director and portfolio manager will join the panel on July 18, while Michael Trudel, managing director and global strategist will join the August 29 panel.