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Mindy Attends IMPACT Conference

Wednesday, 01 October 2008 by

Mindy Corporon, CEO, attended IMPACT, Schwab Institutional’s annual conference in Atlanta, GA on September 23 – 26, 2008. IMPACT, Schwab Institutional’s annual conference held exclusively for independent investment advisors, is the industry’s premier event. World-class keynote speakers:  Ted Turner, Lou Dobbs, David McCullough, Madeline Albright and Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co.(…)

Brian Hackleman, Compliance Officer Attended a seminar sponsored by the U.S. Securities and Exchange Commission in Chicago, IL. This year’s seminar focused on the compliance deficiencies most frequently identified in examinations conducted during the past year. There was also a special session designed to address the compliance concerns of newly-registered investment advisers. BCWM has a good(…)