Webinar Schedule, Registration & Archive

EAS-E Introduction Webinar with Dr. Ken Kim
& Joel Bennett

During this 40-minute webinar, Dr. Kenneth Kim and Joel Bennett introduce the new EAS-E models, which are now live on the EQIS platform.

The EAS-E model portfolios span the spectrum of investment philosophies - from strategic to tactical - and all allocations are scientifically engineered. The allocations, which are managed by EQIS, are rigorously and methodically derived, primarily based on academic theory and evidence, but also based on in-house scenario analysis, computerized mathematical simulations, and our own proprietary quantitative modeling.

EQIS Money Manager Spotlight Webinar

The EAS-E Income Models Deep Dive

WEDNEsday, august 16
10:30 AM PT | 1:30 pM ET

EQIS has created two NEW EAS-E Income Models - the EAS-E Strategic Income Model and the EAS-E Dynamic Distribution Strategy. Both are designed to provide income in the wealth accumulation and decumulation phases of your client’s investing lifecycle.

Please join us and learn more about the investment philosophy behind the new EAS-E Strategic Income Model, EAS-E Dynamic Distribution Strategy, and EQIS Smart Distributions.

Can’t attend live?  You should still register!  
We will be sending out a link to the recording after the webinar to all registrants

For Financial Professional Use Only.
Not for Client Distribution.


7-19-2017 Money Manager Spotlight
The EAS-E Income Models Deep Dive

6-28-2017 401(k) Corner
Getting Ready for the New Fiduciary Standard - A Primer for Financial Advisors

3-23-2017 Money Manager Spotlight
• Green Square Asset Management
• LJM Partners

2-22-2017 401(k) Corner with Tom Coté
• Strategies to Maximize Income Deferral    Through Plan Design

2-22-2017 Money Manager Spotlight
• Day Hagen Asset Management

1-25-2017 Money Manager Spotlight
• Martin Investment Management, LLC
• Shell Capital Management

12-14-2016 Money Manager Spotlight
• Joel T. Bennett
• Kenneth A. Kim, PhD
• Broxton Capital Advisors
• Sterling Global Strategies

11-9-2016 Money Manager Spotlight
• Financial Trust
• SWAN Global Investments
• SignalPoint Asset Management

10-12-2016 Money Manager Spotlight
• EAS-E Dynamic Philosophies

8-17-2016 401(k) Corner
Company Retirement Plans in the Current Environment: What Every Plan Sponsor Should Know

8-10-2016 Money Manager Spotlight
• Atlas Capital Advisors
• Ativo International Strategy
• Crest Investment Partners

7-14-2016 Money Manager Spotlight
 SignalPoint Asset Management
 Horizon Investment Services
 SWAN Global Investments

6-9-2016 Money Manager Spotlight
 Navellier & Associates
 Financial Trust Asset Management
 Tradewinds Global Investors

5-25-2016 401(k) Corner
Advisor Do's, Don'ts, and Maybe's Under the New Fiduciary Rule

5-10-2016 Money Manager Spotlight
 ASSYMMETRY Global Tactical
 Camelot Portfolios
 EQIS Capital Management

4-20-2016 Money Manager Spotlight
• Lunt Capital Management
• Alpha Cubed Investments

3-9-2016 - Money Manager Spotlight
• Martin Investment Management
• Gaineswood Investment Management      Services
• Financial Trust Asset Management