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Tue, Jul 14


Webinar via Zoom

Third Annual Capital Markets Outlook Part I: Equity Markets Panel

Please join us for our Third Annual Capital Markets Outlook - Midyear Review and Second Half Forecast Equity Markets panel discussion. (This webinar presentation has been accepted by CFP Board for 2 CFP CEUs.)

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Third Annual Capital Markets Outlook Part I: Equity Markets Panel
Third Annual Capital Markets Outlook Part I: Equity Markets Panel

Time & Location

Jul 14, 2020, 4:00 PM – 6:00 PM

Webinar via Zoom

About The Event

We hope you will join us for our Third Annual Capital Markets Outlook: Midyear Review and Second Half Forecast. This year we will be breaking up the presentation into an Equity Markets panel on Tuesday, July 14th, and a Fixed Income panel on Tuesday, July 21st. (Please note that each panel discussion will require a separate registration.)

We will have a panelist representing the following investment categories, Growth, Value, International/Emerging Markets and Small Cap/Mid Cap.

IMPORTANT NOTE: Our moderated panel is comprised of senior professionals from four different investment firms, each having a differing area of expertise. They will address such issues as what is the "New Normal," COVID's impact, fiscal & monetary policy, sector rotation, market signals, rising volatility, domestic and international GDP projections, the election impact, and expectations of returns. 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

After a strong 2019 market finish across the board COVID19 has rattled the global economy. We started off the year with trade war tensions, military tensions, wildfires and then a global pandemic. There has been civil unrest and massive economic damage. 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 or inflation? 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. Information gained may help shape medium term investment selection processes for advisor teams.

Level of Complexity: Intermediate


Kevin G. Murphy, CFA® (panelist)

Senior Director of Client Relations for Sands Capital, an active, long term investor in leading innovation growth businesses globally.

Jen Nusser, CFA® (panelist)

Client Portfolio Manager for the Fundamental Equity Team at Goldman Sachs Asset Management (GSAM) for the US Small and Small/Mid Cap Strategies and exchange funds.

Peter G. Mitchell, MBA (panelist)

Vice President and head of Equity Client Portfolio Management at Columbia Threadneedle Investments.

Brad Neuman, CFA® (panelist)

Senior Vice President and Director of Market Strategy at Alger with 21 years of experience.

Bill Brancaccio, CFP® (moderator)

Co-Founder, Rightirement Wealth Partners


Ken Fish

Regional Vice President at Touchstone Investments

(914) 380-2406 - Direct

Tom Rossi

Regional Director at Goldman Sachs Asset Management (GSAM)

(917) 831-6326 - Office

Adam Shanahan

Regional Advisor Consultant at Columbia Threadneedle Investments

(860) 748-8529

Patrice G. Franco

Vice President, Regional Marketing Manager at Alger

(516) 655-9400


  • FPA Chapter Members

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  • Non-Members

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  • Bronze Sponsor

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  • Silver Sponsor

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  • Gold Sponsor

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