Investment Insights Webinar

Thursday, October 12, 2023 | Noon PT

You've read the Q3 Commentary… now hear directly from our investment experts. Gain insights directly from our investment experts on how the second quarter ended and what you can expect in the coming quarter.

We will share investment themes that our team is monitoring and how those are impacting your portfolio. Also, this is your chance to ask our team whatever is on your mind. Be sure to register for this 45-minute webinar.

  • Rick Keller, CFP®, Chairman
  • John Hakopian, President
  • Andrew Chan, CAIA, Co-Chief Investment Officer
  • Quarter in review
  • Themes for Q4
  • Portfolio positioning