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MSA Fall Conference 2018

Webinar Recordings

Below you can find the recordings of the previous calls in our Fall Speaker Series, as well as a link to download their accompanying slide decks.





11.12.20 - THE FUTURE OF ADVICE

John Diehl, CFP, CLU, CHFC
SENIOR VICE PRESIDENT - APPLIED INSIGHTS
Hartford Funds
John Diehl


Technology offers new ways to engage clients, but it’s also presenting the means to replace many traditional advisor roles. Baby boomers, Gen X, and the Millennials are more educated, more tech-savvy, and more demanding than any previous generation. Perhaps most importantly, extended longevity, combined with the expectation to live longer and better, is driving clients to demand more from financial advice. The business of financial advice is set for disruption. Watch our recording to learn more about “The Future of Advice.”



Click here to download the presentation as a PDF.





10.15.20 - UNDERSTANDING SUSTAINABLE INVESTING

Anne Durkin, CFA / Sean Whitney, CFA, CFP
PORTFOLIO MANAGER / PORTFOLIO MANAGER
MainStreet Advisors
Anne Durkin & Sean Whitney


Anne and Sean provide an overview of sustainable investing, including an update on how the current market environment has benefitted environment, social and governance (ESG) strategies. They also share recent updates to and the rebranding of MainStreet Advisors’ Sustainable Leaders portfolio.









Click here to download the presentation as a PDF.






10.1.20 - THE INTERSECTION OF POLITICS AND INVESTING

Thomas McKinstry, CFA
CHIEF INVESTMENT OFFICER
MainStreet Advisors
Thomas McKinstry, CFA


Elevated political polarization and the seemingly endless national news cycle have contributed to an increasing level of uncertainty across the investment landscape. In our presentation, The Intersection of Politics and Investing, Tom offers insight into the potential economic and investment implications of our domestic political environment.


Click here to download the presentation as a PDF.





9.17.20 - A DISCUSSION OF THE GLOBAL MACROECONOMIC LANDSCAPE

Peter Berezin
CHIEF GLOBAL STRATEGIST AND DIRECTOR OF RESEARCH
BCA Research
Peter Berezin


In our recording of A Discussion of the Global Macroeconomic Landscape, Peter presents the major investment themes and views he sees playing out for the rest of the year and beyond. He discusses the outlook for growth, the policy response to the crisis brought on by the pandemic, and the likely impact on equities, bonds, currencies, and commodities.


Click here to download the presentation as a PDF.





9.10.20 - CHALLENGES AND OPPORUNITIES IN FIXED INCOME INVESTING

John Hoeting, CFA / Mike Kemer
Chief Fixed Income Officer / Portfolio Manager - Fixed Income
MainStreet Advisors
John Hoeting, CFA and Mike Kemer


Listen to our recording of John Hoeting, CFA and Mike Kemer as they provide an update on the current state of the fixed income markets and offer insight into MainStreet’s fixed income team, our process and strategies utilized to identify fixed income investments. MainStreet’s active fixed income investment management strategies are designed to offer a variety of solutions across the yield curve. John and Mike also share information regarding MainStreet’s unique approach that includes research across capital structures in the search for income and return for today's investors.

Click here to download the presentation as a PDF.