FPA/NEO November 15th breakfast program features to presentations
Thursday, November 15, 2012 from 8:00 AM to 11:00 AM (EST)
Creative Strategies for Charitable Planning
Presented by: Ginger F. Mlakar, Director of Donor Relations, Cleveland Foundation
The discussion will highlight many of the popular planning giving techniques available such as bequests, beneficiary designations, transfer on death accounts, split-interest gifts (e.g., charitable trusts and charitable gift annuities), and donor advised funds.
You will hear how you can identify what is the best fit for your client depending on their charitable objectives.
Actively Seeking Active Share
& the Seven Other Essential Evaluation Criteria for Actively-Managed Mutual Funds
Presented by: Barton B. Hooper, Weitz Funds
... as the most effective predictive measurement tool to select the active mutual fund managers that are most likely to persistently outperform their passive counterparts after fees and expenses.
Additionally, we sharpen seven other tools essential to alpha-hunters evaluating actively-managed mutual funds...
Alternative Investment Strategies