Event Profile

Intellisight 2021

Date(s):
August 10, 2021
Event Details:
 
 
Fun Fact about Intellisight 2021:
It’s all about YOU
This year, Intellisight is focusing on you – specifically, on your professional development. Join us for this one-day deep dive into the latest investment industry topics and trends.

Kick things off with a fireside chat with well-known investment strategist Jim Paulsen from The Leuthold Group and Carol Schleif, CFA, the new deputy chief investment officer for BMO Family Office. As Jim says, "We got them ready for the Great Depression, and then we gave them a war-time boom instead." What have we learned in the last 18 months? What does the future hold in the new normal? Jim and Carol will dive deep into these questions, and more.

After that, learn from thought leaders and subject matter experts in our three focused educational tracks:
• ESG/Impact – climate change investment solutions under the new administration
• Municipal bonds – the popular buyers’ panel, plus the rise of taxable munis, and what’s going on in Washington, D.C.
• Alternatives (NEW) – agricultural investments, the democratization of alternatives, plus AI and machine learning (many thanks to our friends at CAIA and FDP)
(Can’t decide which track to attend? No worries – we plan to record ALL sessions and make them available for replay later!)

At day’s end, debrief and unwind with old and new friends over refreshments at the post-conference reception.

Enter the discount code “CAIAatIntellisight2021” at checkout to receive the member price of $100!

Register today.