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May 2021 Quarterly Educational Meeting
Wednesday, May 12, 2021, 12:50 PM - 3:00 PM PDT
Category: Quarterly Educationals

May Quarterly Meeting

Join us online for a two-hour educational event. Featuring two separate topics, all for the price of one.


Registration Rates:

  • Members: $10
  • Non-Member: $20

Thank You for Joining Us!

Approved 2 CFP® CE credits. We will host this meeting via Zoom and monitor attendance based on login/logout information. The CE providers for this meeting will then report attendance to the CFP® Board. Your credit can then be confirmed in the CFP® Portal.


Introduction 12:50 PM - 1:00 PM

Part 1 | 1:00 PM - 2:00 PM

Real Estate Post-Covid - Opportunities, Pitfalls & the Evolution of Product Design for Investors

Presented By:

Ken Jett, Managing Director, Hines
Jeff Walters, Regional Director, Hines

Overview:

Economic discussion on the state of the Commercial Real Estate marketplace. 

  • How COVID has impacted the various sectors and building types of real estate. 
  • What the future of each real estate sector looks like.
  • Where the opportunities and pitfalls of CRE may be today.
  • How and why do most institutions employ real estate in their allocations.
  • CRE product design evolution and how RIAs can access it today.

Sections:

  1. Why Real Estate
  2. The Real Estate Cycle
  3. Real Estate Globally
  4. What to Buy Now (and what to avoid)
  5. How to Invest

Speaker Bios:

Ken Jett joined Hines in 2003 and is a member of the Capital Markets Group. During his tenure at Hines,  Ken has acquired and asset managed approximately 50 projects across multiple geographies and asset classes valued at $6.5B. He has also been a key contributor in the management of multiple global Hines sponsored investment vehicles from inception through disposition. Prior to Hines, Ken was a commodity trader with Cargill, Inc. Ken holds a B.A. from the University of California, Davis and an MBA from Rice University. 

Jeff Walters has been helping financial advisors and their clients for over 20 years.  His region in the Northwest has raised several billion dollars into the products he has supported.   He has also been in charge of the top-ranking region nationally at multiple companies that he has worked for.   He joined Hines Securities in 2012 as a Regional Director and is in charge of raising capital in 6 West Coast states.  Mr. Walters earned a B.A, with a concentration in Finance, from the University of Washington. He has also earned the designations of Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®).  He resides in the Portland, Oregon area with his wife April and his 2 sons Brandon and Beckett. 


 Part 2 | 2:00 PM - 3:00 PM

Meeting the Needs of Women Investors

Presenter:

Laura McDowell, CFP®, CIMA®, AIF®, Charles Schwabe & Co., Inc.

Overview: 

Women control more than half the personal wealth in the United States and about 80 percent of spending decisions. That makes them a financial force to be reckoned with. But for many financial advisors, unconscious blind spots and biases can make it harder to connect with women as prospects and clients. 

Meeting the needs of women investors gives you best practices, strategies, and tools for building success with women investors. This 50-minute education session reviews the basics of women as a financial force, lays out key steps to meeting women's needs, and outlines practice strategies to use in your firm. 

You'll leave the session with insights on how to:

  1. Create communications that appeal to women
  2. Onboard female thoughtfully
  3. Facilitate referrals from loyal female fans and connectors
  4. Create meaningful connections by planning across women's life stages

By 2030, American women could control $30 trillion in assets. By attracting women to your firm and retaining them as clients, you can help grow and scale your business while serving an increasingly important client segment.

Speaker Bio:

Laura McDowell is a Regional Director supporting Schwab Asset Management Solutions. She is responsible for supporting the sales and distribution of the Schwab Funds®, Laudus Funds®, and Schwab ETFsTM to registered investment advisers, broker-dealers, and bank trusts in the Western Region.

Prior to moving to support CSIM in 2015, Ms. McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. There she was responsible for researching, analyzing, and creating content to help advisers and clients understand alternative beta strategies. Before joining Schwab in 2013, Ms. McDowell was a regional director at IndexIQ, responsible for sales and distribution, specializing in alternative ETF discussions with registered investment advisers, family offices, and financial advisers. Prior to IndexIQ, she was an internal analyst with Morgan Stanley’s consulting services group responsible for assisting financial advisers with asset allocation and investment strategy selection, conducting portfolio analysis reviews, and constructing diversified portfolios for current and prospective clients.

Ms. McDowell graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ms. McDowell obtained the Certified Investment Management Analyst® (CIMA) certification from the Investments & Wealth Institute after completing the Investment Management Education Program at the Wharton School in 2018. Ms. McDowell is also an Accredited Investment Fiduciary® (AIF) and a member of Women in ETFs, serving on the University Outreach Committee. She holds Series 7 and 63 licenses.


Registration Rates:

Members: $10
Non-Member: $20

Register Now