David Armstrong

Managing Editor
Penton Media
Articles by David Armstrong
VIDEO: Larry Pitkowsky, GoodHaven

Longtime Fairholme fund manager and recent co-founder of Goodhaven Capital Management Larry Pitkowsky on the advantages of launching a new fund in the midst of economic volatility.

VIDEO: Navigating the Fixed Income Market

Stephen Walsh, Chief Investment Officer of the $447 billion fixed-income firm Western Asset Management, on staying away from European bonds, opportunities in emerging market debt and where investors should look for yield.

VIDEO: David Loeper, Chairman and CEO, Wealthcare Capital Management

David Loeper, chairman and CEO of Wealthcare Capital Management, at IMCA 2012 on goals-based planning and behavioral finance, connecting with a clients’ emotional side and the difference between ideal goals and acceptable goals.

VIDEO: Sam Stovall, Chief Equity Strategist, S&P Capital IQ

Sam Stovall, chief equity strategist at S&P Capital IQ, at IMCA 2012 on near term market expectations, how we may be in the first year of a new bull market and a three stool approach to investing that may outperform benchmarks with less volatility.

VIDEO: John Griswold, Executive Director, Commonfund Institute

John Griswold, executive director of the Commonfund Institute, at IMCA 2012 on the recent market effects on endowments and foundations and the rise of alternative investments in the funds.

VIDEO: Kathleen Pritchard, Head of Advisor Business Development, Legg Mason

Kathleen Pritchard, head of advisor business development at Legg Mason, at IMCA 2012 on how a practice’s website should be the hub of a marketing strategy, the need for solid email marketing strategies, and using technology to find and convert prospects.

VIDEO: Burton Malkiel, Economics Professor at Princeton, and Author

Burton Malkiel, economics professor at Princeton and author of the classic A Random Walk Down Wall Street speaking at the IMCA 2012 conference on why you need more exposure to China in your portfolio and the trouble with many of the benchmark indices for emerging markets.

VIDEO: Kathleen Burns Kingsbury, Author and Financial Advisor Coach

Kathleen Burns Kingsbury, an author and financial advisor coach with KBK Wealth Connection, at the IMCA 2012 conference, on how advisors should navigate the differences between men and women when it comes to financial advice.

VIDEO: Eleanor Blayney, Financial Planner, Directions for Women

Eleanor Blayney, financial planner with Directions for Women, at IMCA 2012 on the differences between giving financial advice to men versus women and how women’s increasing economic wherewithal will change the nature of the industry.

VIDEO: Janet Acheatel, Financial Advisor, HoyleCohen

Janet Acheatel, financial advisor with HoyleCohen, at IMCA 2012 on founding HoyleCohen’s women’s practice Wealth By Design for Women, bringing the female spouse into the financial planning process and how the advisory industry itself is slowly becoming less male centric.

VIDEO: Kevin Sanchez, First Vice President, Investments, UBS

Kevin Sanchez, First Vice President, Investments, UBS and co-chair of the IMCA 2012 conference, on the evolution of the IMCA conferences and the need for advisors to continually update their knowledge and skill set.

VIDEO: Tobias Moskowits, Professor of Finance, University of Chicago

Tobias Moskowits, professor of finance at University of Chicago’s Booth School of Business, at the IMCA 2012 conference, on what investors want from hedge funds – outsize returns – and what hedge funds should provide – protecting capital in volatile markets.

VIDEO: Michael Di Girolamo, Managing Director, Raymond James

Michael Di Girolamo, managing director, Investment Advisors Division of Raymond James, at IMCA 2012 on handling the complexities of larger advisory practices going independent and the successful integration of Morgan Keegan.

VIDEO: Robert Finder, Managing Director of Investment Management, Wells Fargo

Robert Finder, managing director of Investment Management Consulting Group at Wells Fargo, on the “chemistry” between advisors and consultants and the power of combing substance and style to effectively communicate ideas and advice.

VIDEO: W. Michael Cox, Director of the O'Neil Center for Global Markets

W. Michael Cox, director of the O'Neil Center for Global Markets and Freedom at Southern Methodist University's Cox School of Business, at the IMCA 2012 conference on inflation, alternative investments, and the impact of government policy on the stock market.

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Selling Series 66 Question Bank

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