The Business Development Officer of Spectrum Financial in Virginia Beach, Virgina, Emily is the President of NAAIM. She discusses her company's membership in NAAIM since 1990 and her committment to NAAIM's learning and collaboration. Spectrum Financial is a money manager and RIA, with retail clients, investment services to Advisors, and institutions, managing Fixed Income as their specialty.
CLS Investments Portfolio Management with Case Eichenberger
IMCA Speaker - "Power Your Retirement Plan Clients with Financial Welness" with Patrick Delaney of T. Rowe Price
IMCA Speaker - "Making Sense of Low and Minimum Volatility" with Dana D'Auria, CFA of Symmetry Partners
IMCA Speaker - "The Future of Wholeselling" with Frank Maselli
IMCA Speaker - "Reclaiming Conversation - The Power of Talk in the Digital Age" with Sherry Turkle
IMCA Speaker - "Makers and Takers, The Rise of Finance and the Fall of American Business" - Rana Foroohar
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IMCA Speaker - Cutting Edge Tax Strategies from Michael Kitces
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Divcon Score, The Way To Analyze Company Growth, with Ryan Ballantyne of Reality Shares
Oil and Gas Investing in Existing Wells with Epus Energy
Energy Chain Investing with Miller Howard
Pinnacle Sherman Tactical Funds
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