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Details: The past few years have seen their share of unexpected events, including the introduction of new COVID-19 variants, supply chain disruptions, and Fed policy. Every economic cycle is unique, and it is difficult to know the dynamics of it while we are still in it. Our quarterly conversations will explore what’s happening now and provide perspectives from investment professionals about key topics and situations. In this session, we will share our current view of the financial markets and discuss our insights on alternative investments, what role they can plan in a healthy investment portfolio, and other considerations for investors. CBIZ Speakers: Anna Rathbun, Chief Investment Officer Joe Nitting, Senior Analyst – Alternative Investments Ian Janecek, Senior Consultant / Research Director, Private Equity * Can’t attend the "Live" version? You can still register and receive a copy of the recording and slides to review on your own time.
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. |
