Williams Financial Group 2011 Annual Conference Will Provide Competitive Edge to Its Affiliated Independent Financial Professionals

DALLAS, Sept. 28, 2011 /PRNewswire/ -- Williams Financial Group (WFG Investments Inc., member FINRA & SIPC) is hosting its Annual Conference (October 12th to 14th) in Rockwall, Texas for its 250 affiliated independent Financial Professionals, whose combined assets under management are approximately $6.5 billion.

"'The Competitive Edge', is this year's conference theme and is a direct reflection of our firm's entrepreneurial business model and our dedication to continuous communication and innovation," said Wilson Williams, founder and Chief Executive Officer of Williams Financial Group.

"Our conference is designed to showcase products and services, thought leadership, best practices, healthy debate, as well as networking opportunities," said David Williams, Chief Operating Officer of Williams Financial Group.  

WFG will present new products and services including a fee-sensitive Asset Management platform that provides both tactical and strategic portfolios with an optional principle protection overlay (powered by Horizon Investments LLC. & Wilshire Associates Inc.). Williams Financial Group will also roll out a comprehensive Retirement Services platform to meet the needs of their financial professionals' corporate clients.

Thought leadership includes Bruce Johnstone, CFA, Managing Director and Senior Marketing Investment Strategist for Fidelity Investments Retail and Institutional Businesses.  His accomplishments include managing the Fidelity Equity-Income Fund (1972 to 1990), growing it to over $4 billion in assets and achieving a return of over 1100%, nearly twice that of the S&P 500 over the same time period.

Dr. Alice Rivlin is an economist specializing in fiscal, monetary and social policy and a Senior Fellow at The Brookings Institute. Her accomplishments include appointment to the Commission on Fiscal Responsibility and Reform by President Obama, Vice Chair of the Federal Reserve Board and Director of the White House Office of Management.

Mark "McGoo" McGinnis, Platoon Commander, US Navy SEAL Teams 4 & 5 will share his experiences on driving initiative, accountability and achievement.  

Attendees will gain insight from sponsors including American Realty Capital Healthcare Trust (ARC Healthcare Trust), a Maryland corporation that intends to qualify as a public non-traded real estate investment trust (REIT). This program intends to acquire a diversified portfolio of real estate properties, focusing primarily on medical office buildings, hospitals, assisted living facilities and skilled nursing facilities.

United Development Funding is a fully integrated real estate finance company offering comprehensive financing solutions to developers and homebuilders.  Their latest investment offering, United Development Funding IV (UDF IV), is a public, non-traded real estate investment trust. 

Business Development Corporation of America (BDCA) is a public non-traded business development company. This newly organized specialty finance company will invest in the debt and equity of private U.S. middle market companies.

DeBartolo Development invests in real estate assets (distressed and market-driven, ground-up development) throughout the U.S. focused on the acquisition of high-quality multi-family, retail, hospitality and mixed-use properties in established markets that are undervalued with the potential for value-added yield. 

Preferred Apartment Communities, Inc. is a Maryland corporation that primarily acquires and operates multifamily properties in select markets throughout the U.S.  

National Financial Services is a Fidelity Investments Company and the clearing and custody services provider for Williams Financial Group.  

Additional sponsors include: Franklin Square Capital Partners, Sowell Management Services, Walton International Group and Virtus Real Estate Capital.

About Williams Financial Group

Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm providing securities, brokerage, advisory and investment services to over 250 independent Financial Professionals with clients (individual investors and select institutions) whose combined assets under management are approximately $6.5 billion. Visit www.williams-financial.com

Contact
Amy Gottenberg,
[email protected]

SOURCE Williams Financial Group