Evenco International, alongside Bloomberg Intelligence is proud to announce that we have launched a brand new monthly webinar series – “Trend Watch”. This will be a free to attend webinar for professionals within or associated with the asset management industry.
Each month, the webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.
As the possibility of a Trump 2.0 presidency looms, investors and business leaders are preparing for potential shifts in economic policy, global trade dynamics, and market regulation. This exclusive webinar will bring together leading CIOs and investment experts to discuss:
Economic Priorities and Market Impacts: How potential policies on taxation, infrastructure, and energy could shape the investment landscape.
Geopolitical Strategies: Analyzing the implications of potential trade renegotiations, tariffs, and international relations on global markets.
Sector Winners and Losers: Identifying industries that could thrive—or face challenges—under another Trump administration.
Risk Management Strategies: Preparing portfolios to navigate market volatility and capitalize on emerging opportunities.
Join us to gain critical insights and actionable strategies to position yourself for success in a changing political and economic environment.
Chief Investment Officer at Copernicus Wealth Management
Co-Chief Investment Officer at Rathbones Group Plc
Chief Investment Officer & Business Product Owner - Strategy & Advisory Investments at Swedbank
Senior Investment Analyst,
ABRDn
Chief Investment Officer,
Nixon Peabody Trust Company
Daniel Kern is the Chief Investment Officer for Nixon Peabody Trust Company. His primary responsibilities include leading a team of investment professionals and directing the asset allocation, security analysis/selection and portfolio management processes on behalf of the firm’s trustees and clients.
Prior to joining Nixon Peabody Trust Company, Dan served as the Managing Director and CIO of TFC Financial Management, a registered investment advisor in Boston. Earlier in his career, he was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area. Dan also managed more than $3 billion of mutual fund assets at Charles Schwab Investment Management as head of asset allocation and managed global and international equity portfolios for Montgomery Asset Management.
A CFA charterholder, Dan is a member of the CFA Institute and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a board member and Chair of the Investment Committee for the Cambridge Community Foundation, on the Board of Advisors for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp and the Lown Institute.
Register your interest to speak at an upcoming Trend Watch in 2024.
IN partnership WITH
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
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By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
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