Economic and Market Update - A Look Back & Ahead

Description

The year 2022 was challenging for investors as the markets responded to shifting interest rates, supply chain snarls, inflationary pressures, and geopolitical challenges. Join Dr. John McDermott for analysis on what happened in the markets and economies around the world in 2022 and what this means for long term investors. Learning Objectives: Summarize the Eide Bailly Financial Services’ evidence based investment philosophy. Identify perspectives on global market and investment factor performance in 2022. Discuss insights for 2023 through the lens of the current environment. List the lessons learned from 2022. Facilitator: Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly Financial Services, LLC Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1.3 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that an experienced team of professionals is in place to handle your complex needs. Presenter: John McDermott, Ph.D., – Portfolio Manager and Chief Investment Strategist | Symmetry Partners, LLC Dr. John McDermott, Chief Investment Strategist, began his affiliation with Symmetry in 2005. Dr. McDermott is a renowned scholar focused on the role of liquidity in financial markets. He has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets and The Journal of Futures Markets. Dr. McDermott received his undergraduate degree from the U.S. Coast Guard Academy, his MBA from Columbia University, and his Ph.D. from the University of Connecticut. CPE Information CPE Credit: 1 Field of Study: Economics Level of Knowledge: Basic Delivery Method: Group-Internet Based Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.