March Luncheon

    March 05, 2019
    11:30 AM - 2:00 PM
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    Des Moines Golf & Country Club
    1600 Jordan Creek Pkwy.
    West Des Moines, IA 50266
    Venue website

    Hour 1: "Biagnostics™ - Where behavioral finance meets client experience"
    Speaker Name– D.J. Tierney
    Brief course description/Objective: In today’s age of automated investing, a changing fiduciary landscape, and an impeding multibillion dollar generational asset transfer, it’s more important than ever for financial advisors to master “human skills”. This brings behavioral finance- a field which seeks to combine psychology with economics to explain why investors make irrational financial decisions- to the forefront. In this session, you’ll learn how to apply Biagnostics, a behavioral finance-based framework to create an emotionally and financially customized client experience.

    Hour 2: "Advance ETF Concepts"
    Speaker Name: D.J. Tierney
    Brief course description/Objective: This course emphasizes more of the technical underpinnings behind ETF structure and usage, and introduces the audience to higher level concepts. We will d
    elve deeper into inner workings of ETF structure and how ETFs operate in different situations. We will provide insight into more advanced concepts such as liquidity, trading (primary and secondary), and sec lending. The audience should be able to discuss how ETF liquidity is measured,  how trading in the primary and secondary market differs, explain the create/redeem mechanism, and how an ETF securities lending program works. 



    $35.00 Member Registration

    $45.00 Non-Member Registration

    $15.00 Guest of a Member