Tag Archive | "Raymond James & Associates"

Raymond James’ Burghart to Bring Investor’s Perspective to PALS


LAS VEGAS — Organizers of the upcoming P&A Leadership Summit have announced that Robert Burghart, senior vice president of investments and complex manager for Raymond James & Associates in Scottsdale, Ariz., has agreed to deliver a featured presentation at the event, which will be held Aug. 30–31, 2016, at Paris Las Vegas.

“I am looking forward to sharing thoughts about ways to help apply new and innovative products and investments to the way dealers and administrators handle premium reserves,” Burghart said. “I think this is very important for the P&A audience. Interest rates remain at historically low rates, but they will likely increase in the future, causing concerns for both preservation of capital as well as the ability to maximize profit through investment income and growth.”

Burghart’s session, “Applying Modern Investment Theories to Reserve Assets,” will begin at 2:05 p.m. on Wednesday, Aug. 31. The speaker, who will be profiled in the next edition of P&A magazine, said he planned to share strategies for helping clients achieve a higher than expected return without creating undue risk. Among other topics, his discussion is expected to include structured products, market linked CDs, asset allocation strategies, investment policy development and investment risk management.

“Many investment experts have spoken at these conferences in the past, but few have done so through the filter of the required investment options provided by carriers and or state regulators,” Burghart noted.

“Robert brings a unique perspective and unimpeachable credentials to the PALS stage,” said David Gesualdo, show chair and publisher of P&A. “As our event grows in size and scope, we remain focused on delivering exclusive content that is of use to providers and administrators, and Robert’s presentation fits the bill perfectly.”

To register for the 2016 P&A Leadership Summit, click here. To inquire about sponsorship and exhibition opportunities, contact David Gesualdo via email hidden; JavaScript is required or at 727-947-4027.

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2018 Advisory Board

David Trinder 
CEO, F&I Administration Solutions
and Advisory Board Chair

Cindy Allen
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Lee Bowron
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Dave Duncan
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Kristen Gruber
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Lori Hallissey
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Randy Henrick
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Arden Hetland
President, American Financial
and Automotive Services

Dan Jones
Principal, Eckbond Coatings, Inc.

Daniel Lievrouw
Executive Vice President and CIO, American Guardian Warranty Services, Inc.

Adam Pope
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Brian Reed
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