How can investors gain a competitive edge in a market where the bulk of equity gains are dominated by industry giants? Join portfolio managers from our investment boutiques as they discuss the following:

• Emerging sectors and themes for the coming quarters
• Unique challenges and opportunities surrounding the unpredictable banking sector
• The strategic role of small and mid-caps in active opportunities and asset allocation

This program is approved for one hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit upon viewing the full replay and completing a brief assessment.

Additional Resources

Beyond the Biggest Names - White Paper