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Webinar Replay: The Best Money Managers: How and Where They're Investing Now

Recorded on June 10, 2014

Listen to the replay

For 10 years, Investment Advisor and Envestnet PMC have named the SMA Managers of the Year in multiple categories. The winners this year were announced on May 17th, and two of the winners were featured as speakers in an exclusive webcast on June 10th.

These managers are active in one of our award categories: domestic or international equities in every cap size, taxable and tax-free fixed income, and a specialty sector that includes managers who are experts in real estate, convertible bonds and MLPs.

Featured Speakers:

  • Tim Clift, Chief Investment Strategist, Envestnet | PMC
  • Jennifer Dunne, Principal and Portfolio Manager, Cambiar International Stategies
  • Libby F. Toudouze, President and Portfolio Manager, Cushing MLP Alpha Total Return Strategy
  • Moderated by: James J. Green, Group Editorial Director, Investment Advisory Group

These commentaries are provided for investment professionals and for educational purposes only. The information, analysis and opinions expressed herein reflect that of the speaker, as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation as it does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs and objectives, goals, time horizon and risk tolerance. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed. Past performance is not indicative of future results.