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Please contact Joseph Elefante to receive presentations
Available Presentations and Seminars
- Berkeley Capital Management LLC Global Dividend
- Berkeley Capital Management LLC International Dividend
- Berkeley Capital Management LLC Dividend Equity Management
- Delta Asset Management Large Cap Core
- Delta Asset Management Enhanced Index
- Berkeley Capital Management LLC SmallMid
- Core Equity Collars
- The New Role of Dividends
- Continuing Education Seminars - for CPAs, Attorneys, and Trust Officers
- Understanding ERISA* and Employee Benefit Plans
- Uniform Prudent Investors Act*: What has changed and what it means for decision-makers
- Uniform Principal and Income Act
- Responsibility & Investment Policy Statement
- State of the Economy (updated quarterly)
- Growth vs. Value
- Marketing Techniques and Sales Ideas for Managed Money
- Indexing: Active vs. Passive Management
- Tax Efficiency
- Marketing to Endowments and Foundations
- UMIFA - Uniform Management of Institutional Funds Act
- Uniform Principal & Income Act
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