CAPTRUST Senior Director and Asset/Liability Practice Leader Grant Verhaeghe conducted a Student of the Game session for advisors on pension risk transfer. Student of the Game is a CAPTRUST specialty, an informative session with the goal to educate advisors on emerging issues relevant to their clients.
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On July 23 and 24, CAPTRUST’s Beryl Ball and Bruce Graham spoke at Financial Research Associates’ 4th annual conference on Optimal Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases.
CAPTRUST’s Rush Benton, senior director of strategic wealth, examines what scale means for plan advisors and how scale can be an advantage in managing the four critical business issues every advisory firm must eventually address leadership succession, realizing value, solving for business complexity, and maximizing firm growth.
CAPTRUST’s Jon Strickland, senior vice president and financial advisor, was named to NAPA’s Top 50 under 40 “Young Guns” list for 2015. These young plan advisors are recognized as future industry leaders and seem eager to step up to the job.
The Financial Times recently recognized CAPTRUST Senior Vice President and Financial Advisor Mike Blair among its Top 401 Retirement Advisers in its inaugural list publication. The Financial Times is one of the largest international daily newspapers specializing in financial and economic news and issues.
CAPTRUST’s Asset/Liability Practice Leader Grant Verhaeghe recently participated in a panel discussion on liability-driven investing (LDI) with other industry experts on AssetTV. The panel of industry leaders discussed the current state of LDI and issues impacting their respective clients.