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Welcome to the Integrated Knowledge Center

 Featuring a range of educational content, such as replays of our monthly calls with alliance partners, to help with the growth and efficiency of your practice.

We will keep you updated on new content as it is added and welcome your feedback. Thank you.

First Trust - Conference Call Lineup
Linda Pix

First Trust - Conference Call Lineup

Valuable Resources from Integrated Alliance Program Partner, First Trust

May 4th – May 8th

Topic and Speaker

Call Details

Getting Back to Business

James Bowen

CEO, First Trust

Monday | May 4


Opportunities Within the

Closed-End Fund Market

Jeff Margolin

Senior Vice President

Closed-End Fund Analyst

First Trust

Tuesday | May 5


Coronavirus Update

and Economic Outlook

Brian Wesbury

Chief Economist

First Trust

Wednesday | May 6


Retail approved

Convertible Bonds:

A Compelling Opportunity in a

Period of Extreme Uncertainty

James Kowal

Vice President

SSI Investment Management

Thursday | May 7

11:00 am – 12:00 pm ET

Dial In: 866-575-6535

Passcode: 557491

Add to Calendar

Are Munis Finding Their Sea Legs?

John Wilhelm

Senior Vice President, Senior Portfolio Manager, Municipal Securities Team

First Trust

Friday | May 8

11:00 am – 12:00 pm ET

Dial In: 800-666-5803

Passcode: 269579

Add to Calendar

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Materials on this webpage are intended solely for investment professionals. All material is intended for general informational purposes only and is not intended to provide financial, investment, regulatory compliance, legal, advice. The firms and individual presenters are not affiliated or employed by Integrated Advisors Network, LLC.

Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. This information should not be considered tax or legal advice. Individuals should consult with the professionals specializing in the fields of tax, legal, accounting or investments regarding the applicability of this information for their situation. Third party posts that appear on this website have not been reviewed or approved by Integrated Advisors Network, LLC for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of Integrated Advisors Network.

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