Archives

TOPIC: The Case For Low Correlation Strategies
SPEAKER: Kris Jaenicke

This is a special webinar program scheduled to make up for the last minute cancellation at the January Quarterly Meeting. 

About the webinar: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short if stocks and bonds move in lockstep, negating any diversification benefit. This presentation will explain how successful portfolio construction has evolved and the importance of correlation in creating an all-weather portfolio. We’ll discuss what you should expect from bonds going forward and how to build a sleeve of low correlation strategies that provides true diversification. In addition, we’ll examine the amount of time it takes, and the return required, to recover from market drawdowns, explore sequence of returns risk and introduce how institutions safeguard their portfolios from risk.

About the speaker: Kris Jaenicke leads LoCorr Funds’ distribution in the firm’s eastern division and directs the team’s delivery of the LoCorr product suite in that region. Kris is instrumental to the firm’s positioning in the industry, and his expertise guides the company’s development of educational materials for advisors and investors. Prior to this role, Kris was regional vice president, responsible for distribution through financial advisors in the Ohio, Michigan, Kentucky and western Pennsylvania territories. Focused exclusively on the distribution of alternative investments for over two decades, Kris offers advisors expertise in the sector, as well as more than 32 years of experience in a sales capacity within financial services. He was previously a senior regional vice president for Dividend Capital, Scudder Investments and MFS Funds. Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award recognizing field sales professionals who have demonstrated a commitment of excellence in their careers. Kris holds a BA in Finance from the University of Iowa. He serves on the board of Hudson Community Chapel and is active in mission work. He is a Chartered Life Underwriter and a Chartered Mutual Fund Counselor. He holds the FINRA Series 7, 24 and 63 licenses.

Continuing Education: FPA NEO will request credit for this programs, which will total one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 02/16/26. This virtual program cost is free for FPA members and $30 for non-members. You will receive Zoom webinar credentials by noon the day before the program.

TOPIC #1: Building Your Growth Roadmap
SPEAKER: Susan Rosenhoffer

About the presentation: Growing a successful advisory practice requires more than just ambition, it demands a clear strategy backed by data. This session will explore how advisors achieve sustainable growth, from defining their core “why” to positioning their value effectively. We’ll dive into key growth drivers, including target client profiles, referral strategies, and deepening relationships with COIs and the next generation of clients.

 About the speaker: Susan Rosenhoffer is a Regional Director, Practice Management, in Dimensional’s Global Client Group. Based in the Charlotte office, Susan delivers benchmarking and practice management insights to advisors. Helping advisors and their teams maximize their efforts to best serve their clients and businesses is Susan’s passion. Susan has spent more than 20 years in the industry in practice management, advisor and team development, and marketing roles, including more than a decade at one of the largest registered independent advisors and turnkey providers in the country. Most recently, she served as a senior leader for the independent channels of a large brokerage firm in the growth space. Susan holds the PCC certified executive coach designation from the International Coaching Federation and earned a degree in communications from Truman State University.

TOPIC #2: The Age of Disruption – Separating the Hype from the Reality
SPEAKER:  Andrew C. Hull, CFA

About the presentation: Technology seems to be moving faster than ever, particularly when it comes to advancements in artificial intelligence. So, what’s hype and what’s reality? Andrew Hull, Strategist at Frist Trust Portfolios, will discuss advancements and use cases in AI, along with the benefits for specific industries and implications for the broader economy

About the speaker: Andrew Hull is a Vice President and Exchange-Traded Fund Strategist. As an ETF Strategist, Andrew provides in-depth analysis and commentary related to ETF investing, including tracking industry trends and communicating ETF strategies to financial professionals. Andrew also contributes to the First Trust Investment Insights blog and helps author the quarterly Inside First Trust ETFs newsletter. Previously, Andrew was an Economic Analyst for First Trust, where he was responsible for analyzing economic indicators and providing economic commentary and research. Andrew holds a BA in Business Economics from Wheaton College in Wheaton, IL. He is a recipient of the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Seattle.

TOPIC #3 information coming soon!

Continuing Education: FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 09/09/26 and walk-in reservations will be accepted on a space-available basis only. Meeting cost is free for FPA members and $65 for non-members. If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 09/08/26 to avoid a no-show reservation billing of $10.00.