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2023 Spring Financial Forum
Wednesday, March 15, 2023, 8:00 AM - 5:00 PM PDT
Category: Events
![]() 2023 FPA Spring Financial Forum (SFF)Wednesday, March 15thEmbassy Suites by Hilton Portland Washington Square7:30 am - 3:30 pmRegistration includes: hot breakfast, 4-5 sessions, lunch, and a reception Registration Closed; Contact [email protected] if you are interested in attending
7:30 am - 8:30 am 8:30 am - 8:45 am 8:45 am - 9:35 am Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families. This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations! Learning Objectives:
Meet your Speaker: Cozy Wittman, Education and Partnerships, College Inside Track As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! She was featured in The Journal of Financial Planning on the subject of college planning. Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.
9:35 am - 9:55 am 9:55 am - 10:45 am The fast growth in ESG data has created an exciting opportunity for advisors and their clients who are interested in sustainability. At the same time, this growth has introduced significant complexity that investors may find hard to navigate. The subjectivity and opacity of ESG ratings may limit their usefulness to investors and lead to unexpected outcomes. A better approach is for investors to determine their specific ESG priorities aligned with their personal values, identify relevant data, and integrate these data into a sound investment approach. As a result, Advisors may be able to accommodate their clients' interests in climate change in a meaningful way within their portfolio, while keeping them on track to meet their financial goals. Learning Objectives:
Meet your Speaker: Lacey Huebel, Dimensional Lacey Huebel is Dimensional's Head of Responsible Investment, North America, as well as a Portfolio Manager and Vice President. She has been involved with the firm's social and sustainable fixed income portfolios since their inception and manages a variety of fixed income strategies. Lacey frequently represents Dimensional on ESG matters with clients and at conferences. Previously, she managed fixed income reporting as part of Dimensional's Investment Analytics and Data team. Before joining Dimensional, Lacey was an analyst at PlanMember Financial Corporation. She is a CFA(r) charterholder and has two master's degrees-an MS in mathematics from Kansas State University and an MA in applied mathematics from the University of California, Santa Barbara. She earned her BS from Texas State University, San Marcos.
10:45 am - 11:00 am 11:00 am - 11:50 am Learning Objectives:
Meet your speaker: Rob Cucchiaro, CFP, Summit Wealth & Retirement Partners In 2012 Rob bought a boutique independent wealth management firm. At the time that firm consisted of 2 financial advisors who were doing just under $1M of total revenue per year on a client base of 100 families. Today Rob owns and operates that same firm, which now does about $4M of revenue while serving 275 families, that receives over 60 referrals a year. Rob spends 80% of his time as a Financial Advisor working directly with 115 families, and 20% of his time managing the business, which consists of himself + 10 others. The firm is called Summit Wealth & Retirement and they manage over $700M in assets, with about $250M of life insurance on the books. He is also the author of the book “Financial advisor field guide, what they don’t teach at Financial Planning School” 11:50 am - 12:50 pm 12:50 pm - 1:40 pm The confluence of national and industry trends is impacting today's RIA M&A, succession planning and valuation environment. Drawing on DeVoe & Company’s research and ongoing client work, Doug will discuss the key factors driving M&A along with the underlying sub-trends. Finally, Doug will offer insights as to what RIA owners and advisors should expect in the year ahead. Learning Objectives:
Meet your Speaker: Doug Johnson, DeVoa & Company Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles.
1:40 pm - 2:30 pm Private markets are growing in size and scale. Investments in private markets have been a core holding in institutional portfolios for many years, driving superior and stable returns, in particular relative to public markets. Today, these markets are becoming increasingly accessible through liquid and semi-liquid product structures. This “democratization of alternatives” allows for private market investments to be used by financial advisors on behalf of their end clients in a way they never have before. We aim to educate advisors on what these investments are and how they can better help advisors and their clients achieve their financial plan goals. Learning Objectives:
Meet your Speaker: Carlin Calcaterra Prior to joining Ares in 2022, Ms. Calcaterra was a Senior Investment Consultant at Goldman Sachs in New York (11 years) and then Mercer in Denver (2 years), where she built and managed up to $15bn across custom, multi-asset institutional portfolios. In this role, she acted as a 3(38) fiduciary, with discretion over strategic asset allocation and manager selection. She brings with her a focus on quantitative portfolio construction optimization, with specialization in cash flow-driven investing and enterprise risk modeling. Ms. Calcaterra received her dual B.A. in Economics and French from Bucknell University
2:30 pm - 3:30 pm
Registration Details:Registration Deadline: Friday, March 10th, 2023 Early Registration (Register by February 17th, 2023) FPA Chapter Member: $225.00 Regular Registration (Register after February 17th, 2023) FPA Chapter Member: $275.00 STUDENTS REGISTER FREE!
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