Income Investment Strategy Symposium

May 08, 202511am ET / 8am PT

Days

Hrs

Min

Sec

Overview

Advisors continue to seek out diversified strategies to gain stable income this year. In addition to the growing universe of fixed income mutual funds and ETFs, there are other alternatives to consider. At this virtual event, we expect to cover funds focused on corporate bonds, securitized debt, as well as equity income.

Topics covered will include:


  • Where Are Advisors Allocating Assets?

  • Are Investors Compensated for Credit Risk?

  • Calling on Equity Income Strategies To Provide an Alternative

  • The Growing Popularity of Active Funds

  • Where to Look Outside of Bonds for Tax-Efficient Income?

  • The Risks and Opportunities of Municipal Bonds

  • Generate Income and Reduce Equity Risk At Same Time


Register today for this free Symposium, pending acceptance for continuing education (CE) credits by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

Sample Agenda

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VettaFi Voices

Kirsten Chang - Senior Industry Analyst, TMX VettaFi

Kirsten Chang

Senior Industry Analyst

TMX VettaFi

Cinthia Murphy - Investment Strategist, TMX VettaFi

Cinthia Murphy

Investment Strategist

TMX VettaFi

Roxanna Islam, CFA, CAIA  - Head of Sector & Industry Research, TMX VettaFi

Roxanna Islam, CFA, CAIA

Head of Sector & Industry Research

TMX VettaFi

Todd Rosenbluth - Head of Research, TMX VettaFi

Todd Rosenbluth

Head of Research

TMX VettaFi

Sponsors - Coming Soon

Income Investment Strategy Symposium

Income is evolving, is your portfolio?
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