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General Information |
| Course/Seminar name: Success & the Active Investment Manager
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| Cost (flat fee or per hour rate): $60
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This course/seminar would be best suited for:
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Course/Seminar taught via:
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Brief explanation of Course/Seminar
One-half day networking seminar for Investment Advisors who use ACTIVE management strategies such as market timing or dynamic asset allocation. Agenda includes eveloping a Successful Marketing Program, Mutual Fund Alternatives, Around the Room in 60 minutes and Roundtable discussions. Immediately preceds the Schwab Institutional Conference in San Diego, October 30, 1999; Noon to 5:30 pm.
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Background Information
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| Course/Seminar instructor(s): Developing a successful Marketing program -- Steve Drozdeck.
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Brief explanation of instructor(s) experience:
One of the foremost consultants in selling financial services. He began his financial career as a financial consultant at Merrill Lynch, became a Merrill Lynch sales trainer in 1980 and later manager for Professional Development, where he was instrumental in the design and implementation of Merrill's training program. In 1988 Drozdeck teamed up with Karl F. Gretz, Ph.D., to found Drozdeck & Gretz. Together they have authored numerous books on marketing for financial professionals.
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| Time required to complete the course/seminar: 1-5 hours
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Course/Seminar location(s) (if travel required):
The San Francisco Marriott, 55 Fourth Street, Pacific B Room, San Francisco, California
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Details
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Markets followed:
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| Is a computer required for the course/seminar? No
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| Is software required for the course/seminar? No
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| Is software supplied with the course/seminar? No
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Resources provided:
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Course/Seminar topics:
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Other topics:
N/A
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Support:
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Additional comments:
N/A
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