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June 12

Insights

Peering through uncertain skies: Real estate opportunities beyond 2023

Listen as our senior real estate experts provide a year-to-date update on the commercial real estate market, including uncertainties facing investors and opportunities emerging as the new real estate cycle takes shape.

  • Speakers:
  • John T. Berg
    Head of Private Equity Portfolio Management, Real Estate
  • Indraneel Karlekar, Ph.D.
    Global Head of Research and Portfolio Strategies, Real Estate
  • Kirk West (moderator)
    Executive Director, International Business & Clients

June 13

Insights

Peering through uncertain skies: Real estate opportunities beyond 2023

Listen as our senior real estate experts provide a year-to-date update on the commercial real estate market, including uncertainties facing investors and opportunities emerging as the new real estate cycle takes shape.

  • Speakers:
  • John T. Berg
    Head of Private Equity Portfolio Management, Real Estate
  • Indraneel Karlekar, Ph.D.
    Global Head of Research and Portfolio Strategies, Real Estate
  • Kirk West (moderator)
    Executive Director, International Business & Clients

Catch up on past events

Replay from

May 23

Insights

Prepare to pivot: Fed peak policy rate ahead

When the yield curve was inverted, investors increased cash and short-term positions. Now’s the time to pivot—increase duration and seek high-quality fixed income. Listen as our experts explore timely insights and allocation preferences.

  • Speakers:
  • David Blake, CFA
    Global Head of Public Markets, Fixed Income
  • Mark Cernicky, CFA
    Senior Product Specialist, Fixed Income
Replay from

Apr 18

Insights

2Q 2023 Global Asset Allocation Viewpoints

What should investors expect from markets and the economy in the second quarter and beyond? Hear our perspectives including key investment themes and asset allocation preferences.

  • Speakers:
  • Seema Shah
    Chief Global Strategist
  • Todd Jablonski, CFA
    Chief Investment Officer & Head of Asset Allocation
Replay from

Mar 23

Speaker series

A conversation with Dr. Lawrence H. Summers

Following another pivotal Federal Open Market Committee meeting, join Chief Global Strategist Seema Shah as she hosts former U.S. Secretary of the Treasury, Dr. Lawrence H. Summers to discuss the state of the U.S. economy, the Federal Reserve’s latest response, and implications for investors.

  • Speakers:
  • Dr. Lawrence H. Summers
    Former U.S. Secretary of the Treasury
  • Seema Shah
    Chief Global Strategist
Replay from

Mar 14

Insights

Market insights from Spectrum Asset Management

Listen to a timely discussion on recent developments in the market.

  • Speakers:
  • Mark A. Lieb
    Founder, President & Chief Executive Officer
  • L. Phillip Jacoby
    Chief Investment Officer
  • John J. Kriz
    Senior Vice President, Research
Replay from

Mar 14

Insights

Market volatility: what you need to know

Listen to a timely discussion on recent developments in the market.

  • Speakers:
  • Seema Shah
    Chief Global Strategist
  • Todd Jablonski
    Chief Investment Officer & Head of Asset Allocation
  • L. Phillip Jacoby
    Chief Investment Officer of Spectrum Asset Management
Replay from

Feb 21

Education

Engaging NextGen investors

Learn tips on how to improve ways to attract and retain NextGen investors.

  • Speakers:
  • Stacey Blake
    Market Director, U.S. Wealth Advisory
  • Lacy Garcia
    Founder and CEO, Willow
  • Diana Yáñez
    Financial Empowerment Guide and Speaker, Willow
Replay from

Jan 31

Education

Supporting the growth of women entrepreneurs

Learn why you’re uniquely positioned to support entrepreneurial women clients and how this approach can help grow your practice.

  • Speakers:
  • Miriam Lewis
    Chief Inclusion Officer, Eskimo Financial Group
  • Lacy Garcia
    Founder and CEO, Willow
  • Cathy Alessandra
    Business and Life Coach, Willow
Replay from

Jan 24

Outlook

Inside Real Estate: Annual strategy outlook for 2023

As the world economy begins to stall, headwinds indicate various challenges on the horizon. We expect 2023 will be a year of transition with investors focusing on playing defense, while preparing for offense. Listen as we present our 2023 outlook for commercial real estate.

  • Speakers:
  • Todd Everett
    Chief Executive Officer, Eskimo Real Estate
  • Indraneel Karlekar, Ph.D.
    Global Head of Research & Portfolio Strategies, Eskimo Real Estate
Replay from

Jan 10

Outlook

Inside Real Estate: Annual strategy outlook for 2023

As the world economy begins to stall, headwinds indicate various challenges on the horizon. We expect 2023 will be a year of transition with investors focusing on playing defense, while preparing for offense. Listen as we present our 2023 outlook for commercial real estate.

  • Speaker:
  • Indraneel Karlekar, Ph.D.
    Global Head of Research & Portfolio Strategies, Eskimo Real Estate