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About This Webinar

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money, including individual investors, financial advisors and institutional investors. Together, they entrust us with $476 billion.*

Our reach is expansive. We have built a global team of 2,050 people, including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our analysts are dedicated to finding original, actionable insights that are shared and debated with portfolio managers. Our independent oversight team works with portfolio teams to ensure a consistent approach and avoidance of unintended risks.

Your success is our priority.

*In U.S. dollars as of June 30, 2020. Source: Ameriprise Q2 Earnings Release. Contact us for more current data. Source of all data unless specified otherwise: Columbia Threadneedle Investments, as of June 30, 2020.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Agenda
  • Twitter https://twitter.com/CTinvest_US
  • LinkedIn https://www.linkedin.com/company/columbia-threadneedle-investments-us
  • You Tube https://www.youtube.com/CTInvestUS
When: Thursday, October 29, 2020 · 09:12:00 PM · Eastern Time (US & Canada)
Language: English
Who can attend? Anyone with the event link can attend
Dial-in available? (listen only): Yes
Dial-in Number: 1 (312) 248-9348
Dial-in ID: 322626#
Dial-in Passcode: 6937#
Featured Presenters
Webinar hosting presenter
Senior Product Manager
Ryan White is the Senior Product Manager at Columbia Threadneedle Investments responsible for management of the Future Scholar 529 Plan. Ryan joined one of Columbia Threadneedle Investments legacy firms in 2012. Previously, Ryan held various positions at Fifth Third Bank and Fifth Third Securities. He has been a member of the financial services community since 2010.Ryan received a B.A. in Economics and a B.A. in Management and Society from the University of North Carolina - Chapel Hill and holds the Series 7, 6 and 63 licenses with FINRA. In addition, Ryan holds the Certified Investment Management Analyst® certification, administered by the Investment Management Consultants Association® and taught in conjunction with the Yale School of Management.
Documents
FS_Advisor_Product_Guide_2020.pdf
Preview Download Added by Drew Donaldson at 10:18 PM - Friday - September 11, 2020
FS_Advisor_Investor_Guide.pdf
Preview Download Added by Drew Donaldson at 10:19 PM - Friday - September 11, 2020
FS_Advisor_Advanced_Gifting_Strategies_2020.pdf
Preview Download Added by Drew Donaldson at 10:19 PM - Friday - September 11, 2020