The Subject of Michael Lewis’ The Big Short Will Take Financial Advisor Attendees Behind the Scenes of the 2008 Crisis and Break Down Today’s Financial Issues.
CINCINNATI, OH–(Marketwired – Mar 8, 2016) – FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $5 billion assets under administration (AUA), today opened registration to their annual conference, the FTJ FundChoice Advisor Summit, and announced that the subject of Michael Lewis’ The Big Short and current Managing Director and Portfolio Manager at Neuberger Berman, Steven Eisman, will deliver the keynote address. This year’s FTJ FundChoice Advisor Summit will take place on September 20-21, 2016, at the Hyatt Regency Cincinnati.
Since its inception in 2014, the annual FTJ FundChoice Advisor Summit has become host to over 250 independent financial advisors, the industry’s top investment strategists, and wealth management thought leaders, providing financial advisors an opportunity to learn new concepts and techniques to help manage and grow their practices. In addition to Steven Eisman’s keynote address, this year’s Advisor Summit will provide insights on the current market environment, the interplay between politics and the economy in election years, new regulations and compliance trends, marketing tactics, best practice strategies, pricing strategies for books of business, advisor technology solutions, and insights from our industry’s leading investment strategists.
“We are delighted to have Steven Eisman at our 2016 FTJ FundChoice Advisor Summit and to officially open our registration to the public,” said Dean Cook, President of FTJ FundChoice. “Given the current volatile market environment, we searched for a keynote that had distinct experience with the markets and insight that would be invaluable to our financial advisor attendees and Steven exceeded our expectations. Each year, we work to improve our Advisor Summit, and with the help of our sponsors, we are able to provide our advisors with an improved networking and conference experience annually.”
Sponsors for the 2016 FTJ FundChoice Advisor Summit include: TD Ameritrade Institutional, Advanced Asset Management Advisors, Efficient Market Advisors, Toews Corporation, Sierra Mutual Funds/ Ocean Park Asset Management, Litman Gregory, Meeder Investment Management, Wilshire Associates, Vanguard, CLS Investments, AQR, PGR Solutions, Main Management, LLC, Cedar Capital, John Hancock, First Affirmative Financial Network, Orion Advisor Services, and 361 Capital. To learn more about sponsorship opportunities, please contact firstname.lastname@example.org. To register for the Advisor Summit, please visit www.ftjfcsummit.com. Members of the media that wish to attend please contact email@example.com.
About Steven Eisman
With over 20 years of investment experience, Steve Eisman is one of the most knowledgeable and respected analysts on Wall Street today. Eisman started his career at Oppenheimer & Co., one of Wall Street’s largest firms, where he was ranked as an All-Star Analyst by both Institutional Investor and The Wall Street Journal on multiple occasions. Steven later served as Partner and Senior Portfolio Manager at FrontPoint Financial Services Fund, where he made the biggest impact of his career. These incredible events are chronicled in Michael Lewis’s The Big Short, which tells the story of the unlikely investors who predicted the 2008 financial crisis before it happened. The Oscar-award winning movie, The Big Short, features Steve Carell portraying Steve as the outspoken hedge fund manager who, along with three other men, predicted the housing crash of 2008.
Today, Eisman serves as a Managing Director at Neuberger Berman and a Portfolio Manager for the Eisman Group, within Neuberger Berman’s Private Asset Management division.
About FTJ FundChoice
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities. For additional information, visit www.ftjfundchoice.com. .