Event Details
COVID-19 Impact on the Global Economy
Shifting domestic and international political forces. Accelerating market volatility. The human and economic toll of COVID-19. In the midst of increasing uncertainty, it’s difficult to assess potential impacts and maintain peace of mind – a situation unsettling for advisors and their clients.
Join us in a discussion on near-term prospects for the global economy and the potential impact of current events on client expectations and the family wealth industry.
Speakers
Bradford Long joined DiMeo Schneider & Associates, L.L.C. in 2012. As Partner and Research Director, he directs the firm’s Core Investment Strategy Group, overseeing investment research across global equity, global fixed income and global real assets. He is a member of the firm’s Investment Committee, Discretionary Committee and all Research Teams. Additionally, Brad leads the firm’s efforts in Mission-Aligned Investing™ across both public and private markets as well as chairs the firm’s Target Date Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute.
Dinny McMahon spent ten years as a financial journalist in China, including six years in Beijing with The Wall Street Journal, and four years with Dow Jones Newswires in Shanghai, where he also contributed to the Far Eastern Economic Review. In 2015, he left China and The Wall Street Journal to take up a fellowship at the Woodrow Wilson International Center for Scholars, a think tank in Washington DC, where he wrote China's Great Wall of Debt: Shadow Banks, Ghost Cities, Massive Loans, and the End of the Chinese Miracle, a book about the Chinese economy that was published in 2018. Until recently he was a fellow at MacroPolo, the Paulson Institute’s think tank, where he wrote about China’s efforts to clean up its financial system. Dinny currently consults on China for financial services firms as an independent analyst.
This event is sponsored by
With more than three decades of serving ultra-wealthy families and advisors, Schwab Advisor Services™ has the deep experience and extensive resources needed for today’s single- and multi-family offices. As an industry leader, we combine experts who deliver high-touch service with modern technology. It’s why 288 single- and multi-family offices custody with Schwab and why we are entrusted with $378 billion in ultra-high-net-worth household assets.
Our mission at Schwab Advisor Family Office is to be the most trusted partner to advisors and family office professionals serving the ultra-wealthy community. Our dedicated team of experts is highly specialized in providing what is most critical to the modern family office. We offer subject matter expertise, curated thought leadership, and bespoke events to fuel the success and ensure the sustainability of the family office firms we serve.
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This is a sponsored feature developed by Family Wealth Alliance and supported by Charles Schwab.
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(0420-0H02) (04/20)
