Fourth Annual Mid-Year Capital Markets Panel - Equity & Fixed Income Markets

We hope you will join us for our Fourth Annual Capital Markets Outlook: Mid-Year Review and Second Half Forecast panel discussion on Tuesday, July 20th, kicking off at noon with our Equity panel, followed by our Fixed Income panel at 1:00 p.m.  There is no charge to attend this event. 

We will have panelists representing the following investment categories: Growth, Value, International/Emerging Markets and Small Cap/Mid Cap in the Equity Markets. We will have panelists representing the following investment categories: Municipal Bonds, Multisector, Core Bond and Mortgage Back/Governments in the Fixed Income Market. 

 

IMPORTANT NOTE: Our moderated panel is comprised of senior professionals from eight different investment firms, each having a differing area of expertise. They will address such issues as what is rising interest rates, inflationary trends, growth versus value, fiscal and monetary policy, sector rotation, market signals, rising volatility, domestic and international GDP projections and the reopening of economies. Our moderator will then ask as many of your pre-submitted questions time allows on any investment topics. If time permits, our panel will field questions from the audience as well. 

 

Please submit your investment questions (consolidating multiple questions into one email) to Bill@Rightirement.com. 

After one of the most volatile years in the history of the market, 2021 starts off under a new administration and a number of strong trend changes from the last decade. Our panelists will offer their insights to where do we go from here. Do we usher in a new decade of global growth? Do we see deflation for the second half of the year or do inflationary pressures continue? Does value start leading the markets over growth? Do Developed International markets make a comeback? Does the Federal Reserve have this under control? Don’t miss this event!

Learning Objectives: At the end of this session, advisors will be better positioned to discuss what happened in the first half of the year and why with their clients. Advisors will also gain a better framework of what may come when speaking with their clients about the second half. The information gained may help shape medium-term investment selection processes for advisor teams. 

Level of Complexity: Intermediate 

William Costigan M.B.A (panelist)

Managing Director, Portfolio Manager 

Guggenheim 

Trish Klawitter (panelist)

Managing Director, Fixed Income Portfolio Specialist 

John Hancock Asset Management

Craig Brandon CFA ® (panelist)

Vice President of Eaton Vance Management, Co-Director of Municipal Investments & Portfolio Manager on Eaton Vance’s Municipal Bond Team

David Gregory (panelist)

Managing Partner and Chief Investment Officer of Goshen Rock Capital, LLC (“GRC”) as well as the Co-Portfolio Manager across client assets at both GRC and Strategos Capital Management, LLC (“SCM”).

AlphaCentric Funds

Mark Tommasi (panelist)

Chief Investment Strategist, Head of the Non-U.S. Equity Core Team, & member of both the Global Core and the U.S. Equity Core Teams at Manning & Napier.

Steve Lipper CFA® (panelist)

Senior Investment Strategist, Managing Director & President, RFS

Franklin Templeton

Ryan McCormack (panelist)

Factor & Core Equity Strategist representing Invesco’s exchange-traded fund 

Invesco

Joe Duffy (panelist)

Joe Duffy, Investment Specialist, Harbor Funds Distributor, Inc.

Registration Fees:

FPA Chapter Members & Non-Members: N/C

Advance Registration Required - Registration Deadline: Monday, July 19th

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.

MANY THANKS TO OUR PROGRAM SPONSORS!

Guggenheim Investments

Annmarie Woods, Regional Vice President

732-275-2109 mobile / Annmarie.Woods@guggenheiminvestments.com

Manning & Napier

Christopher J. LaBounty, CIMA®

Vice President/Advisor Consultant

585-794-5185 direct / clabounty@manning-napier.com

John Hancock Asset Management

Adriana Destefanis

Regional Vice President

617-943-3354 / adestefanis@jhancock.com

Invesco

Nicholas Sturgis

Regional Advisor Consultant

470-520-7356 / Nicholas.Sturgis@invesco.com

Jim Barker AIF®, CRPC®, CRPS®

Senior Advisor Consultant, Vice President

203-240-9789 / james.barker@invesco.com

Franklin Templeton

Michael D’Angelos, CIMA®

Vice President – Senior Advisor Consultant

Western CT & Westchester County

860-965-9239 mobile / Michael.DAngelos@franklintempleton.com

Harbor Capital Advisors, Inc.

Bryan P. Griffin, CFP® 

VP, Regional Investment Consultant

508-745-1084 mobile / bryan.griffin@harborfunds.com 

Eaton Vance

Steve Pietricola, Regional Sales Director

617-672-8351 office / SPietricola@EatonVance.com