Join the RIA Institute as we have an open dialogue about making the case for global investing. Over the last decade, the big money to be had was found in the United States, but as things begin to shift for a number of factors, European and emerging markets appear to be poised for a comeback. This program will endeavor to discuss the current international opportunities as well as potential pitfalls and challenges as we look beyond the US in 2021.
Kristen Oliveri, Director, RIA Institute
Scott Sorensen, CFA, ChFC, Principal & Chief Investment Officer, Vigilant Capital Management, LLC
Dr. Ricardo Adrogué, Head of Global Sovereign Debt and Currencies Group, Barings
Philip Ehrmann, Senior Managing Director, Senior Portfolio Manager, Manulife Investment Management (on behalf of John Hancock)
Andrew Mathewson, Portfolio Manager, Global Emerging Markets, Martin Currie Inc (one behalf of Franklin Templeton)
David Sterman, CFP, President & CEO, Huguenot Financial Planning
Charles Wilson, Portfolio Manager and Managing Director, Thornburg Investment Management
The audience will be broken out into small groups, delegates will share their views on the previous presentations. Do they agree or disagree, and what are the reasons for their views? Are there other factors which should also be taken into consideration? As well as sharing knowledge and opinions, each table will be tasked with coming up with a set of questions or comments which they must be prepared to pose to the speakers.
Rita Lee, CPA, PFS, CGMA, CDFA, Director of Research, Brouwer & Janachowski
The original speakers will take part in a moderated Q&A, answer questions, and react to comments from the Zoom discussions.