Date/Time: December 7, 2011(2-3 pm ET)
Presenter: Margie Carpenter
Educational Track: Technical Knowledge
CFP Board CE Credit: 1
Career Level: All
FPA Competencies: Technical Knowledge
CFP Board Topic List: Investment Planning
Cost: $35

Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Seating is limited, so please register early.

 


Type of Event
Streaming: Audio and visual presentation through your computer.

About the Program
Emerging market equities have been one of the best performing asset categories since the market hit bottom in March 2008.  They've also produced spectacular performance for the last decade, achieving an average annual return of over 13%, compared to the S&P 500's 1.4% return over the same time period. Can this type of performance continue?  This presentation will review the backdrop for continued strong performance from emerging markets, and will paint the strategic case for continued healthy allocations to these high growth regions. We will review EM characteristics (GDP growth, population, market cap trends) from an historic perspective and how they look today, as well as how some investment experts think they may look in the future.  We will also look at how "blurry" the distinction between many emerging markets and developed markets is becoming, and offer a new method for allocating equity assets around the world. Finally, the presenter will show how she is allocating to these high growth regions on behalf of her clients.

Learn About

• Attendees will receive an objective view of our world today, from an advisor who has no ulterior motive other than the desire to help educate and share the comprehensive research she has conducted.
• Attendees will receive up to date information on the strategic case for emerging market investing. This is a key asset category which will only become more important as our world continues its evolution.
• What does the investment product universe for emerging markets look like today? How is one advisor allocating to this important asset category?

Who Should Attend
Anyone who wants to naturally review their own allocations to emerging markets in client portfolios and possibly make changes that should benefit their clients.

Our Speaker
Margie Carpenter has over 25 years experience in the financial services industry, including 20 in the fee-only financial advisory profession.  In March, 2010, she launched Bell Tower Advisors, a fee-only financial advisory and independent research firm.  Her background includes working for large and mid- size financial advisory practices where she managed client investment portfolios ranging from $100,000 up to $15 million.  She has also conducted numerous research projects on unique asset classes as well as analyzed and built the "Approved Funds List" for her former employers for use in client portfolios.  Most recently she has conducted comprehensive research on the Emerging Markets asset class, requested by a study group of fee-only advisors last year.  The report is available at www.bobveres.com.  She has published articles in The Journal of Financial Planning and Financial Planning Magazine.  She holds both the CFP® and the CIMA® designations, and has an MBA from Emory University in Atlanta, Georgia, and a BA from Bates College in Maine.