CIO OF PORTFOLIO WEALTH ADVISORS PICKED TO SPEAK AT IMN’S 20TH ANNUAL GLOBAL INDEXING & ETFs CONFERENCEOctober 6th, 2015 by Lee Munson
Albuquerque, NM – Financial advisor and nationally recognized market commentator, Lee Munson, has been confirmed as a speaker this year for the IMN’s 20th Annual Global Indexing & ETFs conference. This year’s conference taking place December 6-8, 2015, at the Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch in Arizona. Munson was invited to share the stage with Rob Ivanoff of Financial Products Research and Rick Ferri of Portfolio Solutions, LLC. Moderating the panel will be Ari Weinberg from The Wall Street Journal.
Here is a link about the conference: http://www.imn.org/investment-management/conference/Global-Indexing-and-ETFs/Agenda.html
This year’s topic is titled “Robo-Advisors: Changing the Financial Advice Business Model.” While robo-advisors have gained interest by both younger tech savvy investors and those that court their business, it remains to be seen how this shift will impact investors over the long run. “We seek to understand the future, nuances, and analyze them against traditional advisor models,” says Munson on his upcoming talk.
This year’s keynote speech will be delivered Mohamed El-Erian of Allianz. While the program agenda is more comprehensive than ever before, there is a focus on understanding the how interest rates could impact the huge inflows of capital into fixed income ETFs. Munson “At a time of increased volatility in global markets, it’s imperative that professionals across disciplines have a platform to share ideas beyond our own business and client interests.”
About Portfolio Wealth Advisors
Portfolio Wealth Advisors is a financial planning and investment management firm with offices in Albuquerque and Oklahoma City. The firm’s main focus is helping people figure out how to achieve their goals in life then developing an investment strategy and all that go along with it including insurance, estate planning, and mulit-generational planning. With a client base at or near retirement, Portfolio Wealth Advisors help client’s live off their assets and spend more time on the mountain.
To learn more about Portfolio Wealth Advisors, please contact
Lee Munson, CFP ®, CFA
2500 Louisiana Blvd NE
Albuquerque, NM 87110
Office (505) 884-3445