WEBCASTS

Geopolitical Risk:
Elections, Lockdowns, and Continual Disruptions

The U.S. election has consumed our attention, making it easy to lose sight of what’s going on around the rest of the world. And, the rest of the world is managing its own set of crises—creating both risks and opportunities. Therefore, monitoring geopolitical risks and international exposure has never been more important—especially when attempting to maintain a resilient portfolio.
In this important one-hour webinar, John Sitilides, diplomacy consultant to the U.S. Department of State and head of Trilogy Advisors, and Lauren Goodwin of New York Life Investments will discuss the importance of a geopolitical framework for investing to help you better understand what these geopolitical shifts mean for your clients’ portfolios.

December 3, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Join us for a live webcast to discuss:

  • How China’s technological “Cold War” is shaping the global economy
  • Russia’s continued attempts to destabilize western markets
  • The importance of a resurgent Europe

Pending acceptance for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

John Sitilides

Principal
Trilogy Advisors

John is a Washington D.C. geopolitical strategist, government affairs specialist, and diplomacy coordinator to the U.S. Department of State (under contract). He shares his insights into U.S. and global risk trends, international threat assessments, and geopolitical strategies through customized briefings designed to explore the complex political and geo-economic decisions that impact global markets.


Lauren Goodwin, CFA

Portfolio Strategist
New York Life Investments

Lauren is an economist and strategist for New York Life’s Multi-Asset Solutions team, which manages approximately $10 billion in client solutions, as of 9/30/20. Her work focuses on mapping global economic and geopolitical trends to actionable investment insights.


Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or any particular issuer/security or strategy.

The views expressed herein are from Tom Lydon of ETF Trends and John Sitilides of Trilogy Advisors and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. Neither Tom Lydon nor ETF Trends, or John Sitilides nor Trilogy Advisors, are affiliated with New York Life Insurance Company or its subsidiaries.

This seminar is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.

SMRU #: 1877494