Globalization in a Post-Pandemic World: Risks and Opportunities
January 21, 2021 | 4:30 - 5:30 p.m. ET
Speaker: Dambisa Moyo, PhD, Global Economist and New York Times Best-Selling Author
In this exclusive webinar, Tony Davidow, CIMA®, interviews Dambisa Moyo, PhD, global economist and author. Even before the global pandemic hit in earnest in early 2020, there was notable evidence that globalization—the tenet that had buttressed 30 years of global economic progress—was unwinding, and that rising protectionism would drive global growth lower. This webinar will explore the following: the five pillars of globalization, why they are declining, how things have changed in a post-pandemic world, the investment implications of these changes, and untapped opportunities (e.g., markets, regions, sectors).
Engaging Clients in the ‘New Normal’: The Future of Advice in a Post-Pandemic World
March 18, 2021 | 4:30 - 5:15 p.m. ET
Speaker: April J. Rudin, Founder and CEO, The Rudin Group
In this exclusive webinar, Tony Davidow, CIMA®, interviews April Rudin, founder and chief executive officer of The Rudin Group. They will explore the impact of the global pandemic on clients and discuss how advisors need to respond to this “new normal.” Wealth advisors and their clients have had to deal with unprecedented events over the past year, including a global pandemic, social unrest, and political turmoil.
The Future of Wealth Management
May 20, 2021 | 4:30 - 5:15 p.m. ET
Speaker: T. Neil Bathon, Managing Partner, FUSE Research Network LLC
In this exclusive webinar, Tony Davidow, CIMA®, interviews T. Neil Bathon, managing partner of the FUSE Research Network. Explore the future of wealth management, and the implications for wealth advisors. Examine short- and long-term trends that will shape the future of the wealth management and asset management businesses.
July 15, 2021 | 4:30 - 5:15 p.m. ET
Speaker: Keith Black, Ph.D., CFA®, CAIA®, FDP, Managing Director, Content Strategy, CAIA Association
In this exclusive webinar, Tony Davidow, CIMA®, interviews Keith Black, managing director of content strategy for the CAIA Association. With the growing interest and access to cryptocurrencies, this session will seek to demystify this elusive investment by tackling the important questions of wealth advisors and their clients. Discuss the various types of cryptocurrencies, from bitcoin to ethereum, and discuss their astronomical growth over the past several years.
“Money Jobs”: Is your money working for you?
September 16, 2021 | 4:30 pm - 5:15 pm EST
Speaker: Michael Liersch, Ph.D.®, Head of Advice and Planning, Wealth and Investment Management, Wells Fargo & Company
In this exclusive webinar, Tony Davidow, CIMA®, interviews Michael Liersch, head of Advice and Planning for Wealth and Investment Management. Money is often seen as a passive, static object. On the contrary, money is an active, ever-changing vehicle that can get humans to where they want to go. Assigning “jobs” that money is intended to accomplish can be a critical tool to reframe money in this way. For example, instead of focusing on how much money humans have, it can be more empowering to outline the jobs people want to get done by labeling the job, its importance, and when it needs to get done. Then, there’s an opportunity to identify how much money it will take – and see if there’s enough now and in the future – and make the appropriate trade-offs. This purposeful approach can lead to a true connection between money and its meaning, which can help people stay on track to make the most of their money.