| Security Benefit is the proud to serve as the exclusive Platinum Sponsor of the 2023 NTSA Summit, where leaders and innovators come together to make a difference for clients, the industry, and themselves. We look forward to connecting with you during the Summit; here’s where you’ll find us: |  |
Monday, February 27 @ 7:00 a.m.
2023 Outlook: Roadmap to Recovery with Brian Levitt – Sponsored by Security Benefit
Brian Levitt, Global Market Strategist and host of Invesco’s “Greater Possibilities” podcast, will share Invesco’s 2023 Outlook and discuss the “Roadmap to Recovery”. Mr. Levitt will help investors identify the state of the business cycle, to interpret the likely direction of the economy, and to estimate the implications for monetary policy, with the goal of assessing the implications for financial assets. In addition, Mr. Levitt will provide guidance on constructing portfolios for different economic outcomes, including a sustained recovery and a deeper contraction.
Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
Monday, February 27 @ 10:30 a.m.
“Fore” Words: Alternative Ways to Grow Your Practice
Sometimes if you’re not moving forward, it can feel like you’re moving backwards. Join Security Benefit’s Tom Granger and other panelists to explore non-traditional ways that could help grow your practice.
Security Benefit Panelist: Tom Granger, CPC, CPFA®, CRES®, CLU, REBC, Second Vice President, Sales Director
Monday, February 27 @ 4:00 p.m.
Opportunity “Knocks?”: RFP – Opportunity or Threat?
Don Wiley and other expert panelists will discuss best practices for RFPs, including those that are trying to limit investment providers. This session will provide supportive resources available through NTSA, and Don will share some real-world success stories.
Security Benefit Panelist: Don Wiley, National Director
Monday, February 27 @ 8:00 p.m.
NTSA at Nite – Sponsored by Security Benefit
Enjoy dinner on your own and meet us back at the hotel for a dessert buffet while you mix and mingle with fellow NTSA attendees!
See you soon!
We look forward to connecting with you at one of our presentations or at NTSA at Night. If you can’t make it to our concurrent sessions, we hope you’ll swing by our booth in the exhibit hall!