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 firstname.lastname@example.org 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.
Equity Investment Director @ Capital Group
VP, Senior Investment Analyst @ Envestnet