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CONTINUING EDUCATION

Venk Reddy is frequently asked to speak at conferences and study groups and Zeo also hosts our own CE webinars. Contact us if you would like to explore potential speaking opportunities.

Current CFP CE Presentations
  • “Mainstreaming ESG: Performance AND Progress for Client Portfolios”
    Do you have clients asking about socially conscious investing? Have you wondered how to align investments with their desires? As in all investing, there are many approaches to building a diversified portfolio of ESG investments for clients: passive, active, growth, value, fundamental, top-down. There are also many managers who shortcut the process or rely heavily on third-party services who attempt to quantify company actions. Come get a brief overview of the landscape of opportunities within ESG and hear firsthand stories of evaluating a company’s commitment to sustainability. Be warned, you might find this just makes good INVESTING sense for all your clients.

  • “State of Fixed Income”
    An overview of current fixed income trends and market observations illustrated through case studies. The conversation addresses issuance data, tactical fund flows, the investment grade and high yield concentrations and yields for applicable spreads. In addition, this session covers the specifics of loan covenants and how certain companies are changing investor protections.


Past CFP CE Presentations
  • Are You Avoiding Duration Pitfalls
  • Behind the Scenes of Short Duration Credit Management
  • Bond Portfolios: Build, Buy or Both?
  • Fixed Income for a Rising Rate Environment
  • Fixed Income Workshop: Building a Portfolio for Rising Rates
  • How to Pick a Bond Fund: Identifying Hidden Costs and Misunderstandings
  • Re-Thinking the Piggy Bank: A Savings Workshop
  • Re-Simplifying Fixed Income

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