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.

November 15, 2024
10am PT | 1pm ET
1 CE Credit
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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 Solutions
Goldman Sachs Asset Management

Marissa Ansell

Vice President, Head of ETF Investment Strategy
Goldman Sachs Asset Management

Todd Rosenbluth

Head of Research
VettaFi

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