Date & Time:
Thursday, January 30, 2025 at 10 a.m. Pacific time

Registration:
To sign up for the webinar, please fill out and submit the registration form. Please make sure to register well in advance, as last-minute registrations may not be processed in time.

Speakers:

John Allen CFA®, CAIA
Chief Investment Officer, Partner

Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Partner

Laura Boucher MBA, CPA
Senior Manager in Fund Administration, Partner, Moderator

Jan Vega CFP®, CTFA, MBA
Director in Wealth Management, Partner

Replay Info:
Can’t make it? Don’t worry. The webinar will be recorded and available for viewing at your convenience for 60 days. Register today and use the link you receive in the confirmation email to access the webinar replay. If you have any questions, please reach out to your client service team or email us.