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Wed, May 22 2024 - 10:00am
Financial Advisor Summit: Bringing the Markets Into Focus

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VIDEO07:33
What Middle East Turmoil Means for Markets
With the current crisis in Israel casting a shadow over talks to normalize relations between Israel and Saudi Arabia, and threatening to spark a wider conflagration across the Middle East, the full impact on global markets has yet to be felt. Helima Croft, Managing Director and Global Head of Commodity Strategy, Global Research, RBC Capital Markets speaks about their latest research and some possible outcomes.
October 12, 2023
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VIDEO22:40
Generational Wealth Building
Financial health can mean different things to different people and can also look different depending on your financial goals. This session covers the ways to build wealth and financial stability at any age and at any stage to sure up your financial future. It features SoLo Funds Founder Rodney Williams and WE Family Offices CEO & Managing Partner Mel Lagomasino. Moderated by CNBC Senior Finance and Banking Reporter Leslie Picker.
October 12, 2023
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VIDEO14:23
Former Vice Chair of the Federal Reserve on what the latest decision means for markets
Fresh off the June 14 FOMC meeting, we'll speak to a top Fed watcher who will share his view on what the latest decision means for markets.
June 15, 2023
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VIDEO20:10
Global-macro experts on current headwinds facing Europe and the US
Rising interest rates, inflation and tight monetary policy continue to be major factors when it comes to global growth in 2023. In this session, we'll talk to global-macro experts about current headwinds facing Europe and the US—be it fears of more trouble in the sector, ongoing armed conflicts, or labor shortages—as well as potential opportunities including the Asian rebound led by China.
June 15, 2023
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VIDEO14:20
The Rate Stuff: Where should you be in Bonds?
With questions surrounding future Fed moves and the possibility of a soft landing for the economy still up in the air, it's tough to know how much to allocate to fixed income in your portfolio. While 2022 claims about the death of the 60/40 portfolio appear now to have been somewhat exaggerated, finding the right mix of stocks and bonds still has no easy answer.
June 15, 2023
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Bringing together forward-thinking advisors to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm.