Advisor Calls Archive

September Max Impact Webinar

Wednesday, September 28, 2016
Featured Presentation: The Evolving Landscape of Socially Responsible Investing
Presenter(s): Steve Hoppel, Partner and Chief Compliance Officer, Kelsey Financial LLC

July Max Impact Webinar

Wednesday, July 27, 2016
Featured Presentation: Technical Analysis as a Tool in Investment Decision-Making
Presenter(s): Frank Monte, CEO and CCO, Harbor Capital Advisory Services

June Max Impact Webinar

Wednesday, June 29, 2016
Featured Presentation: High Impact Investing for the Next Decade
Presenter(s): Justin Sibears, Managing Director, Investment Strategies, Newfound Research

May Max Impact Webinar

Wednesday, June 1, 2016
Featured Presentation: Introduction to Morningstar Investment Services
Presenter(s): Peter Dugery, Director of National Sales and Distribution, Morningstar

April Max Impact Webinar

Wednesday, April 27, 2016
Featured Presentation: Active Investing: Focusing on Performance and Cost
Presenter(s): Kristine Delano, Managing Director, Marketplace Strategy, NextShares & Jonathan Isaac, Director of Product Management, Eaton Vance
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March Max Impact Webinar

Wednesday, March 30, 2016
Featured Presentation: Practical Application of Post-Modern Portfolio Theory
Presenter(s): Chuck Self, Chief Investment Officer, iSectors
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February Max Impact Webinar

Wednesday, February 24, 2016
Featured Presentation: Adding Value in a Digital World
Presenter(s): Greg Vigrass, President of Folio Institutional
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January Max Impact Webinar

Wednesday, January 27, 2016
Featured Presentation: Market Update: 2015 Recap of the Worst Whipsaw Since 1928
Presenter(s): Charles Toole, CFA, CFP, Vice President and Portfolio Manager, of Braver Capital Management

December Max Impact Webinar

Wednesday, December 16, 2015
Featured Presentation: Folio President Greg Vigrass Recapping 2015 and Previewing Upcoming Platform Enhancements
Presenter(s): Greg Vigrass, President of Folio Institutional
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November Max Impact Webinar

Wednesday, November 18, 2015
Featured Presentation: Next Economy Investing and Opportunities in Sustainable Food and Agriculture
Presenter(s): Jeremy Deems, Co-Founder and Portfolio Manager, of Green Alpha Advisors
Jake Raden, Vice President Research and Data, of Green Alpha Advisors
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October Max Impact Webinar

Wednesday, October 28, 2015
Featured Presentation: How Long-Term Investors Can Capture Hedge Fund Alpha
Presenter(s): Maz Jadallah, CEO, and Brad Brademann, Head of Distribution and Sales, of AlphaClone, Inc.

September Max Impact Webinar

Wednesday, September 30, 2015
Featured Presentation: Investing in Emerging Markets in a Global Context
Presenter(s): Sonia Kowal, President and Director of Socially Responsible Investing, Zevin Asset Management
Amber Fairbanks, Portfolio Manager and Senior Securities Analyst, Zevin Asset Management
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August Max Impact Webinar

Wednesday, August 26, 2015
Featured Presentation: Company Retirement Plans in the Current Environment
Presenter(s): Alvin H. Rapp, Managing Partner, RPG Consultants
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July Max Impact Webinar

Wednesday, July 29, 2015
Featured Presentation: Investing Strategies in a Frustrating Market
Presenter(s): Chuck Carlson, CFA, Chief Executive Officer & Portfolio Manager, Horizon Investment Strategies
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June Max Impact Webinar

Wednesday, June 24, 2015
Featured Presentation: Environmentally Responsible and Fossil Fuel Free Investing: Managing the Financial Implications of Client Divestment
Presenter(s): Leslie Samuelrich, President, Green Century Capital Management
Daniel Kern, CFA, President & Chief Investment Officer, Advisor Partners
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May Max Impact Webinar

Wednesday, May 27, 2015
Featured Presentation: Business Continuity and Succession Planning: Practical Considerations for RIAs
Presenter(s): Mary Harris-King, President & Managing Director, Comprehensive Securities Compliance Solutions, Inc.
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April Max Impact Webinar

Wednesday, April 29, 2015
Featured Presentation: Tactical Risk Management
Presenter(s): Mike Shell, President, Chief Investment Officer, Portfolio Manager, Shell Capital Management, LLC
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March Max Impact Webinar

Wednesday, March 25, 2015
Featured Presentation: Using Actively Managed ETFs to Enhance your Portfolios
Presenter(s): Noah Hamman, Chief Executive Officer, AdvisorShares

February Max Impact Webinar

Wednesday, February 25, 2015
Featured Presentation: Tax Season: Are You Asking the Right Questions?
Presenter(s): Ken Svoboda, CPA, JD, The Svoboda McDaniel Group LLC
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January Max Impact Webinar

Wednesday, January 28, 2015
Featured Presentation: Investing in the Next Economy
Presenter(s): Garvin Jabusch, CIO, and Jeremy Deems, CFO, Green Alpha Advisors
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2014 Max Impact Webinars

December Max Impact Webinar

Wednesday, December 17, 2014
Featured Presentation: 2014: A Year in Review
Presenter(s): Greg Vigrass, President, Folio Institutional
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November Max Impact Webinar

Wednesday, November 19, 2014
Featured Presentation: Cyber Threats to the Financial Sector – Cybersecurity and Folio Institutional
Presenter(s): Jon Bluth, Vice President, Product Development, Folio Institutional
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October Max Impact Webinar

Wednesday, October 29, 2014
Featured Presentation: Important Year-End Checklist and Folio’s Patented Tax Football
Presenter(s): Greg Vigrass, President, Folio Institutional
Bill Davis, Vice President, Folio Client Services
Henry Olschofka, Lead Architect, Folio Institutional
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September Max Impact Webinar

Wednesday, September 24, 2014
Featured Presentation: Folio’s New Private Placements Platform
Presenter(s): Blaine McLaughlin, Folio Institutional, Vice President, Business Development
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August Max Impact Webinar

Wednesday, August 27, 2014
Featured Presentation: Utilizing Satellite Portfolios in your Practice
Presenter(s): Arno Mayer and Michael Matthews, Financial Trust Asset Management
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July Max Impact Webinar

Wednesday, July 30, 2014
Featured Presentation: Folio(k) - A Revolution in the 401(k) Marketplace
Presenter(s): Alan Smith, Vice President, Folio Institutional
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June Max Impact Webinar

Wednesday, June 25, 2014
Featured Presentation: Folio’s New Advisor Dashboard
Presenter(s): Jon Bluth, Vice President, Product Development, Folio Institutional
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May Max Impact Webinar

Wednesday, May 28, 2014
Featured Presentation: Folio’s Advisor Connexion - Your Robo Advisor Solution
Presenter(s): Helen Shepro, Chief Marketing Officer, Folio Institutional
Greg Vigrass, President, Folio Institutional
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April Max Impact Webinar

Wednesday, April 30, 2014
Featured Presentation: Models and Allocations: Basic Principles
Presenter(s): Michael Bonistalli, Director, Product Development, Folio Institutional
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March Max Impact Webinar

Wednesday, March 26, 2014
Featured Presentation: Succession Planning
Presenter(s): Mitch Vigeveno, Chief Executive Officer, Turning Point, Inc.
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February Max Impact Webinar

Wednesday, February 26, 2014
Featured Presentation: Sustainable, Responsible, Impact Investing
Presenter(s): Betsy M. Markus, Senior Vice President, First Affirmative Financial Network
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January Max Impact Webinar

Wednesday, January 29, 2014
Featured Presentation: Navigating The Upcoming Tax Season
Presenter(s): Bill Davis, Vice President, Client Service, Folio Institutional
Brad Flanigan, Vice President, Folio Institutional
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