Recorded Webinar
Monitoring the Market: Learnings and Perspectives
Viewpoints on the evolution of money management.
Black Diamond platform partner, SMArtX Advisory Solutions, brings us an expert lineup from Federated Hermes, Lazard Asset Management, and KKM Financial. The candid panel discussion reviews portfolio positioning prior to COVID-19, explains the shifts made during this year’s heightened market volatility, and describes the lessons learned along the way.
Don’t miss out hearing from these professionals with extensive portfolio strategy experience. The current state of the market, investment management’s new normal, and signals that may predict the next big sell-off are also topics in this well-rounded discussion.
Panelists include:
Daniel Peris, PH.D, CFA®
Head of the Strategic Value Dividend Team
Federated Hermes
Robert A. Failla, CFA
Director, Client Portfolio Manager
Lazard Asset Management LLC
Jeff Kilburg
Founder and CEO
KKM Financial
Moderated By:
Justin Wayne
Advisory Solutions Management
Black Diamond Wealth Platform
Evan Rapoport
Founder and CEO
SMArtX Advisory Solutions
Recorded Webinar
Monitoring the Market: Learnings and Perspectives
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