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Web Series

 

 

Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended?  Check out our webinar archives!

**Please note that these webinars are closed to the media unless otherwise stated**

**Non-BISA Members are welcome to attend at the price of $50 per registrant, per webinar**

 

 If you have any questions or concerns, please contact Leigh Maltby either via e-mail at lmaltby@bisanet.org or by phone at (202) 367-2460.


Upcoming Webinars

 

October
 
"Learn How Alternative Credit Can Provide Income and Protect Against Rising Interest Rates"
 Presented by Franklin Square Capital Partners

BISA Leadership member

  

Date:  October 21, 2014
Time:  2:00 - 3:00 PM ET
Member Registration:  https://www4.gotomeeting.com/register/719916519
Non-Member Registration:  
http://www.bisanet.org/?page=NonMemberWebReg

An environment of low growth, uncertainty and reduced bank lending has created a strong demand for alternative credit providers in the U.S. market. Learn how these circumstances are generating income opportunities for investors, and how to access this value.

 

 Robert Hoffman is an Executive Director and Portfolio Specialist at Franklin Square Capital    Partners. He serves as a subject matter expert on the leveraged loan market and Franklin Square  products. He uses his knowledge and experience to develop key communications and resources to  provide educational materials and positioning for Franklin Square’s alternative investment products.

 Prior to joining Franklin Square, Mr. Hoffman spent over 11 years at Nomura Corporate Research  and Asset Management, Inc., an asset management firm with approximately $20 billion in assets under management, most recently as an Executive Director. At Nomura, he was responsible for loan portfolio management and trading and he and his team managed nearly $3 billion in loan assets for retail and institutional clients. Prior to becoming a portfolio manager, Mr. Hoffman was a senior credit analyst focusing primarily on first and second lien corporate loan issues. He covered a range of sectors including energy and gas, utilities, healthcare, chemicals, technology, autos and industrials.

Mr. Hoffman is a Chartered Financial Analyst. He graduated from Columbia University with a bachelor's degree in Political Science.


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"Exploring Social Security Rules and an Impactful Tool"
Presented by Allianz
BISA Leadership member


Date:  October 22, 2014

Time2:00 PM – 3:00 PM ET
Member Registration:   https://www4.gotomeeting.com/register/596560231 
Non-Member Registration:  http://www.bisanet.org/?page=NonMemberWebReg  

 

Most people believe that Social Security will play a role in their retirement income plan.  But what many do not understand is that there are a number of different rules, start ages, and filing strategies that should be considered to enhance their Social Security retirement income.  This Allianz webinar will cover those need-to-know rules about Social Security and demonstrate how the Social Security Explorer tool can help you and your clients understand the possibilities.


 Debra Repya is Vice President of Advanced Markets for Allianz Life Insurance Company of  North America (Allianz). In this role, Repya leads the Advanced Markets team to promote  advanced strategies and creative marketing programs that assist financial professionals in  acquiring and serving clients with retirement planning, estate planning, and other tax-related      financial concerns.

 Prior to joining Allianz in 2010, Repya served as senior advanced strategies counsel for Securian  Financial Services, providing tax and legal support to registered representatives working in the advanced markets.  Prior to that, she was director of advanced marketing for Minnesota Life, a division of Securian Financial Group, leading a team of attorneys and other tax professionals providing support in the advanced markets.  
Repya earned a bachelor's degree in English and German from Augustana College, a master's degree in guidance counseling from the University of Nebraska-Omaha, and a J.D. from Hamline University School of Law.  She also earned her CLU (Chartered Life Underwritier) and ChFC (Chartered Financial Consultant) designations and is FINRA-registered with Series 7, 24, and 63 securities registrations.

Register now!

                                            
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"Building a Wealth Management Practice:  Insights from Pacesetting Firms"


Presented by National Financial®, a Fidelity Investments® company
BISA Platinum member


Date
:  October 29, 2014

Time:  2:00 PM – 3:00 PM ET
Registration:   https://www4.gotomeeting.com/register/551384263

Findings from Fidelity® Bank Wealth Management study show wealth management lessons that may provide a potential growth path.

Disclosure:  For Investment Professional Use Only. Third party marks are the property of their respective owners.  The third parties listed are independent companies; listing them does not suggest a recommendation or endorsement.  The registered trademarks and service marks appearing herein are the property of FMR LLC.  National Financial Services LLC, 200 Seaport Boulevard, Boston, MA 02210; Member NYSE, SIPC.


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Bank Insurance & Securities Association
2025 M Street, NW, Suite 800 | Washington, DC 20036
p: 202-367-1111 | f: 202-367-2111 | e: bisa@BISAnet.org