Russell kicks off 2011 advisor seminar series in San Diego
Events planned to help advisors at all points of their business lifecycle
Seattle, WA — March 9, 2011 — Russell Investments began its 2011 advisor seminar series in San Diego this week with two concurrent events: the Russell Due Diligence Conference and the Russell Advanced Advisor Seminar. The seminars ran from March 7 - 9, catering to approximately 200 advisors and aimed at helping attendees to manage and grow their practices. They are the first in a planned series of nine events nationally.
"We set out every day to help advisors solve problems across a broad spectrum, ranging from investment solutions to practice management guidance," said Michael Winnick, managing director, U.S. Sales and Partnerships for Russell's private client services business. "The seminar series is a cornerstone of the high-touch approach to how we work with our advisor clients to become a catalyst for their growth and success."
The Russell Due Diligence Conference hosted advisors who are at an earlier stage of their business or new to working with Russell, while the Advanced Advisor Seminar focused on solutions for established advisors to accelerate their businesses and move to the next level. Both events gave advisors access to Russell capital markets, investment and practice management experts as well as the opportunity to network with their peers.
Russell Due Diligence Conference – agenda overview
- 2011 economic and market outlook – Erik Ristuben, chief investment officer, client strategies
- Long-term investment strategy: asset allocation – Mark Eibel, director, client investment strategies
- Long-term investment strategy: manager research – Matt Dmytryszyn, senior research analyst, U.S. equity
- Long-term investment strategy: portfolio construction – Jeff Hussey, chief investment officer, fixed income
- Long-term investment strategy: implementation – Mike Smith, consulting director
- Gaining a competitive advantage – John Courier, director, client service
The agenda also included an "Ask the Expert" panel discussion and an advisor panel discussion.
Russell Advanced Advisor Seminar – agenda overview
- The wealth management experience model – Kevin Bishopp, director, practice management
- Investment division update – Tim Noonan, managing director, capital markets; Jeff Hussey, chief investment officer, fixed income; Brian Tipple, chief investment officer, equities
- Under the microscope – Russell manager research - Matt Dmytryszyn, senior research analyst, U.S. equity
- Articulating your value...it's more than words – Sam Ushio, practice management consultant; Kevin Bishopp, director, practice management
- Today's non-profit environment: critical issues facing endowments and foundations – Mike Smith, consulting director; Scott Upham, divisional client executive
- Retirement investing insights – building personalized, realistic and flexible strategies – Rod Greenshields, consulting director
- 2011 economic and market outlook – Erik Ristuben, chief investment officer, client strategies
The agenda also included a manager interview with Stacey Nutt, president and chief investment officer, ClariVest Asset Management and an advisor panel focused on discussion of best practices.
About Russell
Founded in 1936, Russell Investments is a global financial services firm that serves institutional investors, financial advisors and individuals in more than 40 countries. Over the course of its history, Russell's innovations have come to define many of the practices that are standard in the investment world today, and have earned the company a reputation for excellence and leadership. The firm has $155 billion in assets under management (as of 12/31/10).
For more information about how Russell helps to improve financial security for people, visit us at www.russell.com.
Contacts:
Jordan McKerney, 206-505-1858
Kerstin Österberg, 718-875-2121
Russell Investment Group, a Washington, USA corporation, operates through subsidiaries worldwide including Russell Investments. Russell Investment Group is a subsidiary of The Northwestern Mutual Life Insurance Company.
The Russell logo is a trademark and service mark of Russell Investments.
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