Event

    Recorded Event
    CE Credit

    Back

    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Main Street vs. Wall Street: Back to Basics

    2020 and 2021 brought the rise of the retail investor (day trader) and a new brand of herd mentality and speculation. Join Senior Research Analyst Beau Noeske for an equity panel featuring investment professionals from Capital Group, Principal, and Weitz in discussing what these asset managers are seeing and hearing in the markets, communicating with clients whether speculative assets have a place in a portfolio, and how disciplined active management can benefit end clients.

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit.

    take the CE QUIZ now

     


    SPEAKERS

    Mark Seaman
    Equity Investment Director @ Capital Group

    Beau Noeske
    VP, Senior Investment Analyst @ Envestnet

    Drew
    Portfolio Manager @ Weitz Investments

    Marc Dummer
    Managing Director and Portfolio Manager @ Principal Global Investors