Rekon Intelligence Announces Portfolio Manager Road Shows for Independent Financial Advisors and RIAs

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Series launches in June with Portfolio Managers from Eaton Vance and Delaware Investments

Rekon Intelligence, known for bringing national conference quality content to local venues, introduces the Portfolio Manager Road Shows for Independent Financial Advisors and RIAs. Road shows feature 2-4 portfolio managers from top asset managers.

At national conferences, portfolio manager presentations are often the most attended sessions. According to Ross Marino, CFP, ChFC and CEO of Rekon Intelligence, "Reading online commentary from a manager just isn't the same as a live presentation with Q&A. Advisors want access to mutual fund managers, not just information."

Portfolio Manager Road Shows are created by combining complementary portfolio managers from multiple mutual fund companies. The first series will feature a bond fund manager from Eaton Vance and an equity fund manager from Delaware Investments. The Portfolio Manager Road Shows are planned for every major US market and selected smaller markets.

Attendees are determined by the sponsoring mutual fund companies. Some Road Shows may only invite a select list of advisors, while others are open to all independents, financial planners, bank channels, regional broker dealers, and Registered Investment Advisors.

For more information, contact Ross Marino, CEO of Rekon Intelligence.

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Ross Marino
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