Vance Barse, AIF®
Wealth Strategist

Events

EVENTS

I'm Attending


AQR Investment Symposium
Sep
24
to Sep 25

AQR Investment Symposium

  • St. Regis San Francisco (map)
  • Google Calendar ICS

This event is exclusively for investment professionals.

The AQR Investment Symposium brings together a select group of Registered Investment Advisors for interactive sessions with AQR’s leadership and portfolio management teams. Our goal is to introduce investment professionals to new ideas and innovative investment strategies that may help improve the risk-return characteristics of clients’ portfolios.

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Wealth/Stack Conference
Sep
8
to Sep 10

Wealth/Stack Conference

This event is exclusively for financial professionals.

Investing + tech = the future of advice. This by advisors, for advisors event is the first of its kind, and aims to bridge the gaps between technology, investment management, and practice management.

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Succession Link: Growth Through Acquisition - Finding the Right Fit
Jan
16
1:00 PM13:00

Succession Link: Growth Through Acquisition - Finding the Right Fit

Calling all financial advisors! Succession Link is excited to announce their webinar and education series for 2019. The purpose of the series is to educate and inform Succession Link users of best practices and provide the necessary tools and resources throughout the acquisition process. Having successfully acquired a practice through Succession Link, they invited me to participate on this call as a subject matter expert.

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Natixis Investment Forum
Nov
7
10:30 AM10:30

Natixis Investment Forum

At Natixis Investment Managers, everything they do is driven by Active ThinkingSM, their insight-driven approach to active management. It balances diverse opinions, deep data, and detailed analysis to deliver unconventional perspectives in pursuit of the best portfolio solutions for clients.

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Wealth Management Symposium
Oct
17
3:30 PM15:30

Wealth Management Symposium

CFA Society of San Diego & Financial Planning Association of San Diego are pleased to announce a collaborative Wealth Management Symposium on Wednesday, October 17, 2018. Join us as we welcome Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist of Charles Schwab, and Mark Peterson, Director of Investment Strategy and Education for BlackRock.

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