RED BANK, N.J.--(BUSINESS WIRE)--WBI Investments, Inc., a leading provider of wealth-building strategies targeting an optimal blend of bear market protection and bull market return, today announced that its founder and CEO, Don Schreiber, Jr., is a member of the speaking faculty at LPL Financial Focus 2018. The conference, held this year from July 29 to August 1, is the leading education, growth and networking event for financial advisors, program managers and their staff. This annual event convenes the best and brightest in the industry to discuss the most relevant opportunities and challenges facing the profession today.
On July 31, Mr. Schreiber will present two breakout sessions on the role active investing plays in building investor portfolios and managing retirement income:
- “Building Smarter Portfolios,” 10:40 AM, Room 251: Mr. Schreiber will discuss the role both active and passive investing play in portfolios, and the importance of protecting capital from large losses rather than chasing returns. He will also examine the risks advisors and investors take when they rely too heavily on passive index products.
- “Managing Retirement Income Through High Risk Markets,” 1:50 PM, Room 258A: Mr. Schreiber will provide insights on building an effective retirement income strategy that manages risk to capital and generates income withdrawals from dividends and consistent capital growth. He will also identify the pitfalls of traditional strategies for retirement income.
As a returning featured sponsor of the conference, WBI will host a booth at the Focus Expo (#805) where attendees can learn more about the firm’s investment philosophy and offerings. Booth visitors can pick up a souvenir coffee cup for Bull | Bear Radio, WBI’s weekly podcast hosted by Don Schreiber, Jr. and Matt Schreiber, the Chief Investment Strategist.
Focus 2018 will take place at the Boston Convention & Exhibition Center.
For over three decades, WBI’s goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. Our value-driven investment process and risk-managed SMA and ETF strategies can help investors navigate both bull and bear markets.
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