WEBCASTS
How to Position for End of Year
2024 has been a surprising year for investors. The Magnificent 7 powered equity markets, while the Fed held fast on rates, only to start cutting them in September. As advisors position portfolios for the end of this year and beyond, they need a robust understanding of the macroeconomic outlook and key themes impacting capital markets.
Join the experts at Goldman Sachs Asset Management for a thorough discussion of the key topics, themes, and investment ideas that can help position portfolios for success in 2025.
SUMMARY
Topics will include:
- The most important themes for investors to be aware of right now
- Where to find opportunities as 2024 winds to a close
- Potential investment solutions to position portfolios for success in 2025
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Candice Tse
Managing Director, Global Head of Strategic Advisory SolutionsGoldman Sachs Asset Management
Marissa Ansell
Vice President, Head of ETF Investment StrategyGoldman Sachs Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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