Client Conference Call with Jordan Lawrence
by Brandon Miller on Jul 22, 2021
As the second half of the year is underway, it's a great time to look at some major issues at play. This call features guest speaker Jordan Lawrence, a Senior Strategist with State Street Global Advisors. With over 15 years of experience in the industry, he is a Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst (CFA) and has previously worked with Parallell Advisors and First Republic Bank.
During this recording here are a few of the topics we discussed:
- Outlook of the economy and markets
- What we can expect in terms of inflation
- What’s going in with China’s increased control of their private sector
- The increased popularity of retail investing
As always, if you have questions we invite you contact us at firstname.lastname@example.org or call us directly at 833-623-2450. Also, feel free to share this page with friends or colleagues who might be interested too.
This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.