Events
Connecting with clients and sharing our wealth of knowledge brings us together from coast to coast. Whether in-person or virtual, our events are impactful and time well spent.
Upcoming events
We're currently planning our next event, so please stay tuned! Better yet, subscribe using the form below to make sure you never miss one. If you have any topics you'd like us to explore, submit your ideas below.
Past events
Adapting Through Adversity - May 2022
As a new economic landscape emerges, our view of how to thrive in it evolves. Our panel of investment experts speak on bonds, international markets, inflation, and global impacts of the Russia-Ukraine war.
Conquering the Wall of Worry - November 2021
In our first digital event, Scott Blair, Chief Investment Officer, discusses current market challenges with an eye on future outcomes. Our investment team is optimistic that the market will climb this wall and Scott shares the rationale behind this.