Investment Insights Webinar

Thursday, November 14, 2024 | Noon PT

Join us for a timely post-election webinar as we delve into the outcomes of the 2024 presidential election and how they may shape the investment landscape for the upcoming quarter.

Our esteemed investment experts will provide their insights on the financial results of the third quarter and offer a forward-looking perspective on what lies ahead. Discover the key investment themes our team is diligently monitoring and how they may directly influence your portfolio's performance.

This interactive session is your opportunity to engage with our team directly. Ask your burning questions, share your concerns, and gain a deeper understanding of how market dynamics may impact your financial goals.

Secure your spot for this insightful 45-minute webinar and empower yourself with the knowledge needed to navigate the evolving market environment effectively. See you there!

Speakers:
  • Rick Keller, CFP®, Senior Managing Director
  • John Hakopian, President
  • Andrew Chan, CAIA, Co-Chief Investment Officer
Topics:
  • Presidential election outcome
  • Q3 in review
  • Investment themes for Q4
  • Portfolio positioning based on current market data
  • Q&A