Managing a Portfolio of Change

S E P T E M B E R
9TH
12PM - 1PM ET

Join us for a Webinar from Fidelity and Nasdaq: Managing a Portfolio of Change

Today, financial advisors must be more agile and forward looking in their strategies than ever before in order to adapt to changing market forces.

With interest hikes, inflation, policy shifts, and other elements influencing the long-term viability of investor portfolios, advisors need to deliver solutions that not only anticipate those changes but also meet their clients' evolving needs.

Join us on Thursday, September 9th at 12:00 PM Eastern Time for an hour-long discussion on how financial advisors can adapt to omnipresent change so they can help future-proof their clients' portfolios. Moderated by Jill Malandrino, Global Markets Reporter at Nasdaq, the panel features Phil Mackintosh, Chief Economist at Nasdaq, Gary Gallagher, Head of Investments and Managed Solutions at Fidelity Investments, and Paul Ma, Lead Portfolio Strategist at Fidelity Investments.

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Topics they’ll explore include:

  • Technology Transformation: As we begin a “new normal” coming out of the pandemic, it’s important to align investing strategies to clients’ evolving life goals. How should advisors use technology to effectively manage their clients' portfolios to achieve these goals?
  • Interest Rate Shifts: With the Fed discussing interest rate hikes from current rock-bottom levels, financial advisors should look ahead to plan for this shift. What happens when the Fed raises its rates and why do they need to take note?
  • Inflation Uncertainty: Millennials are the largest generation in the history of the US and they are entering their prime earning years. It is therefore not a surprise that home prices and inflation are jumping. Given that this generational "changing of the guard" is occurring, is inflation here to stay?
  • Building Resilient Portfolios: With each political party wanting starkly different economic policies, it is hard to build a portfolio that can thrive in any environment. How can an advisor create a client portfolio that is hedged for risks, but still offers growth potential?
Our Panelists:
  • Phil Mackintosh, Chief Economist, Nasdaq
  • Gary Gallagher, Head of Investments & Managed Solutions, Fidelity Investments
  • Paul Ma, Lead Portfolio Strategist, Fidelity Investments
  • Jill Malandrino, Global Markets Reporter, Nasdaq (Moderator)


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