Welcome to the Schwab IMPACT Conference series hosted by Navy SEAL Motivational Speaker, Author, Radio Host and Coach David Rutherford. This live Podcast series is brought to you by Pioneer Investments. The 3rd episode of the series David and Paul Marino, SVP Head of Sales RIA and Bank Trust with Pioneer welcome Senior Asscoate Dean of the Harvard Business School, Luis M. Viceira to the show. Pioneer Investments partnered with WealthManagement.com to conduct a survey of financial professionals to find out how they evaluate and use alternative investments. The 1,100 survey respondents, combined with other research conducted by WealthManagement.com, offers insight into advisors’ views on alternative strategies, and which types of clients they think could benefit from them. Date: Tuesday, October 25, 2016
Booth #: 1527
Luis M. Viceira
Senior Associate Dean, HBS
Paul Marino, SVP
Head of Sales RIA &
Bank Trust
Pioneer Investments