Corey Dillon, Founder and President of Threshold Strategy Group, is available to provide value-added keynotes to groups of any size. He is a frequent speaker on trends in the US investment management industry, and has delivered more than 1000 presentations to industry executives, wholesalers, financial advisors, benefits professionals, and public audiences around the country.

Available Topics Include:

          Liquid Alternatives

Asset Location and Tax Strategy

Behavioral Finance

Basic Investment Concepts

Traits of Successful Advisors

Below are just a few of the presentations we have delivered:

October 2015: Financial Research Associates Sub-Advised Funds Forum, New York, NY - "Exploring the Evolving Liquid Alternatives Universe" 

October 2014: Financial Research Associates Sub-Advised Funds Forum, New York, NY - "The Shifting Landscape of Variable Annuities"

October 2013: Financial Research Associates Sub-Advised Funds Forum, New York, NY - "New Distribution Channels For Sub-Advisors"

September 2013: Alternative Strategy Mutual Funds Forum, New York, NY - "Opening the Floodgates: Marketing to the Retail Market"

June 2013: Strategic Insight Fund Trends, New York, NY - "Selling Registered Alternatives"

April 2012: Financial Research Associates Sub-Advised Funds Forum, Boston, MA - "Expanding Your Strategies and Managing Volatility Via Alternatives"

September 2011: Financial Research Associates Sub-Advised Funds Forum, New York, NY - "Variable Insurance Trusts - Their Position in Today's Market"

June 2011: Strategic Insight Fund Trends, New York, NY - "Managing Complexity in an Era of Innovation"

January 2011: NICSA East Regional Meeting, Boston, MA

November 2003: SPARK Forum, Palm Beach FL - "Psychology and Investor Behavior"