Webinars

Most advisors performing due diligence on investment managers are using the wrong tools and can’t determine winning managers from losing ones. Consequently, winners are fired and losers are hired, and clients suffer the consequences.

At this webinar, you’ll learn:

• Two fundamental questions to differentiate winners from losers
• Why traditional due diligence tools are ineffective
• Why indexes and peer groups do not work
• New tools that can help pick investment winners
• Evidence-based investing
• How to require the best from your due diligence researchers

Ron Surz is President and CEO of PPCA Inc and its subsidiary Target Date Solutions (TDS). PPCA is an RIA in San Clemente, CA, providing manager due diligence software and enhanced UMA structures. TDS licenses and manages custom designs for target date funds using a patent-pending methodology. Surz earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.

Note: This session has been approved for CE credit by the CFP Board of Standards for CFP® professionals and via IMCA for CIMA®, CIMC®, CPWA® certifications. To receive IMCA credit, please complete and submit this form after viewing the live webinar or the recording.

CFPs must pass a quiz after viewing the recording and self-report credit at www.cfp.net. CFPs who attend the live webinar will have their credit processed automatically.