Event Details

Client Conference Call

Date: July 21, 2021
Time: 12:00pm-1:00pm
Location:
Conference Call

 

As the second half of the year is underway, it's a great time for a call to look at some major issues at play. This call will feature 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 call here are a few of the topics we will discuss:

  • 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

If you'd like to join the video conference please use the following link: https://us02web.zoom.us/j/4152153282

To call in to the teleconference use the information below:
Dial In Number: (669) 900-9128
Meeting ID: 415 215 3282

As always, send questions ahead of time to hello@briofg.com and feel free to invite friends or colleagues who might be interested too.

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained 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. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. 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 Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us. 

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