Jeffrey Gates, MBA, CFP

 Jeffrey Gates, MBA, CFP

Jeffrey Gates, MBA, CFP

Saturday, April 9, 2011
1:30 – 3 pm
Recommended for: Dentists, Hygienists, Assistants, Lab Techs
ODA Course
1.5 CE Credits
 
 
 
 
 
 
 
 
 
 
 
Alternative Investments: Portfolio "Airbags" 
 

This course is designed to provide investors with a basic understanding of alternative investments and to explain how they can play an important role in a diversified investment portfolio. It is suitable for dentists, hygienists and office staff.

Course Topics:

  • What are alternative investments?
  • Are we in a Secular Bear Market and if so, how can alternative investments help?
  • What is “Absolute Return” and how is it different from other investment strategies?
  • Tactical vs. Strategic asset management.
  • What is non-correlation and why does it matter to an investor?
  • Are they available within my office retirement plan?

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may have specific suitability requirements. Investors should carefully consider the special risks associated with alternative investments including, limited liquidity, tax considerations, increased expenses, potentially speculative investment strategies and different regulatory requirements before investing.
 

 

Jeffrey Gates, MBA, CFP is a Certified Financial Planner™ at The Partners Group, where he specializes in Life/Wealth planning, retirement planning and alternative investment strategies for dental professionals, corporate executives and small business owners. Jeffrey has a Bachelor of Science Degree in Business Administration from Cal Poly University and a Masters in Business Administration from San Francisco State University. He achieved the Wealth Management Specialist designation in 2004 and Certified Financial Planner™ designation in 2010. Gates joined The Partners Group in January 2008 following a successful career as a corporate executive. TPG Financial Advisors is a Registered Investment Advisory Firm based in Portland, Oregon. For over 15 years The Partners Group has specialized in providing financial planning and investment management services to dental professionals. They currently work with over 200 dentists and dental professionals in the Pacific Northwest and throughout the country.