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Investments 201 Webinar Series

Thursday, August 15, 2024 2:00 PM - 2:45 PM Central Time (CST)

Join QuantyPhi for the Investments 201 Webinar Series, a monthly deep dive into the world of balance sheet and investment portfolio management. Webinars will be held on the third Thursday of each month at 2:00 p.m. CT for 45-minutes. These sessions will be tailored for managers seeking valuable insights to optimize their investment strategies.

Session highlights:

  • Market sentiment analysis: get a comprehensive overview of the current market sentiment. Our strategists will analyze key factors influencing the financial landscape, providing you with valuable insights into market trends.
  • Implied interest rate paths: understand the implied interest rate paths and their impact on your investment decisions. We will delve into the factors shaping interest rates, helping you stay ahead of market dynamics.
  • Spotlight on investment products: each month we will shine a spotlight on specific investment products that hold significant value in the current market. Explore opportunities and gain a deeper understanding of products that align with your portfolio.
  • Portfolio management strategies: navigate the complexities of portfolio management with our expert guidance. Discover effective strategies to optimize your investment portfolio, ensuring a balanced and resilient approach.

Secure your spot now to enhance your investment knowledge and stay informed about the latest market trends.

No cost to attend.

Register Today

This presentation is for institutional investors only.

Securities offered through Concourse Financial Securities Group, Inc., a registered Broker-Dealer and Member of FINRA and SIPC. Protective Securities is a dba of Concourse Financial Securities Group, Inc.Securities and insurance products offered are not financial institution deposits, have no financial institution guarantee, not FDIC/NCUA insured, and may involve loss of principal.

QuantyPhi and Corporate Central Credit Union are independent of Concourse Financial Securities Group, Inc. Check the background of your financial professional on FINRA’s BrokerCheck. Registered in Wisconsin, Illinois, Indiana, Iowa, Michigan, Minnesota, Ohio, Texas, New York, Washington, Wyoming, Louisiana, and California.

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