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Managing Retirement Income in a Low-Yield Environment
Presented by
Tuesday, June 7 , 2016, 11:00 AM ET
4:00 PM LONDON | 5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
Overview
Managing income products for clients in retirement is the hardest job a money manager can have. There is no room for error - no room for taking large losses, no room for not delivering the income that is needed and no room for not growing capital so that investors can keep pace with inflation. It is important for advisors to have a solution that reduces the loss of capital (risk management is critical), generate income withdrawals from portfolio interest and dividend cash flows and generate consistent capital growth. Featured Presenters
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MATTHEW WOEHNKER
Vice President of Business Development
WBI
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Mr. Matt Woehnker serves as the Vice President of Business Development at WBI®. He is responsible for sales and distribution in WBI’s institutional channels, as well as expanding and maintaining broker-dealer relationships.
Mr. Woehnker joined the firm in 2012 serving as Regional Director. As Regional Director, he was responsible for increasing assets under management and growing WBI’s advisor base within his sales territory. Mr. Woehnker exceeded expectations in this role, increasing assets tenfold during a ten-month timeframe. His previous work experience includes his roles as Business Development Associate at BlackRock’s iShares and Regional Consultant at Lord Abbett.
Mr. Woehnker earned a Bachelor of Science in Finance from Elizabethtown College and is FINRA Series 7 and 66 registered.
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DANIEL COLLUCCIO
National Sales Manager
WBI
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Mr. Dan Colluccio serves as the National Sales Manager at WBI. He is responsible for increasing the distribution and sales of WBI’s separately managed account (SMA) portfolios and mutual funds to advisors, and overseeing the national sales force.
Mr. Colluccio has over 10 years of experience partnering with institutions and advisors on building efficient portfolios. Prior to his role as the National Sales Manager at WBI, he was WBI’s Director of Institutional Sales where he was responsible for overseeing sales and distribution in the firm’s institutional channels, as well as expanding and maintaining broker-dealer relationships. His leadership, tenacity, and positive energy made Colluccio the perfect fit for the National Sales Manager opportunity.
Before joining WBI in August of 2014, Mr. Colluccio spent time with TD Ameritrade Institutional working with RIAs on practice management and technology consulting. Prior to TD Ameritrade, Mr. Colluccio spent six years working with advisors on building ETF portfolios with BlackRock’s iShares.
Mr. Colluccio earned his MBA in Finance and graduated with Bachelor of Science Degrees in Accounting and Finance from Fairleigh Dickinson University. He is a Certified Investment Management Analyst and currently maintains his Series 7 and 66 licenses.
Webinar Structure
The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.
Q&A Session - Submitting Questions
Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at questions@capitallink.com. The Q&A portion of the webinar is 10 minutes long.
This webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.
Registrants can download the PowerPoint presentation from this webcast.
A FREE AND INVALUABLE RESOURCE
This webinar will also be available on demand at any time after the live broadcast.
Who Should Attend?
Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers
About Capital Link, Inc.
Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs.
Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media.
In pursuit of this objective, Capital Link maintains websites dedicated to CEFs (www.CEFForum.com) and ETFs (www.ETFForum.com) that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 15th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on April 21, 2016, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (www.CapitalLinkWebinars.com)," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants.
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The Capital Link Closed-End Funds & Global ETF Webinar Series provides numerous live and on-demand playback investor webinars that are focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars will receive brand recognition and exposure as well as the ability to offer a white paper or PowerPoint presentation at registration to webcast attendees so as to generate leads.
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