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In the wake of the recent Fed rate hike, inflation shows no signs of abating soon. The impact of inflation has been felt by your friends, family members, employees, and clients. How will inflation impact your budgets? How do you address the inflationary concerns of your clients? What will be the longer-term impact of the current geopolitical strife on inflationary pressures? Recent events have elevated prices, asset class valuations are elevated, credit spreads are tight, and yields remain low. From explicit inflation protection to real asset investments, there’s ample opportunity to deliver value to investors even during tumultuous times.

 

This webinar explores the key concerns and challenges that inflation presents and provides insights into the steps that can be taken to handle the inflationary pressures facing investors today.

 

Learning Objectives:

  • Assess the top inflation challenges facing businesses in 2022 and beyond

  • Determine the impact of the Russian invasion of Ukraine on the market

  • Discuss the other factors that are contributing to a volatile environment and increased inflation, and

  • Share steps that you can take to address your clients’ inflation concerns.

 

This webinar qualifies for 1 hour of CE Credit towards the CIMA®, CPWA®, CIMC®, RMA®  & CFP® certifications. 

 

Speakers:

 

Kevin Flanagan

Head of Fixed Income Strategy at Wisdom Tree

Kevin serves as Head of Fixed Income Strategy at Wisdom Tree. Kevin previously spent 30 years at Morgan Stanley where he was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of the firm’s fixed income publications, and help build Morgan Stanley’s ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business and a BS in Finance from Fairfield University.

 

Kraig Devore

Portfolio Manager at Cult Wines

Kraig Devore is a Portfolio Manager for the Americas region at Cult Wines, responsible for developing and implementing the investment strategy regionally and globally. Prior to Cult, Kraig managed fixed income portfolios at Ramirez Asset Management. Kraig graduated from The Gabelli School of Business at Fordham University and is a CFA® Charterholder. Kraig’s passion for wine comes from his family in Italy who not only enjoy drinking wine but also making their own.

 

Peter Essele

SVP, Investment Management and Research, Commonwealth

Peter Essele, CFA®, CAIA, CFP®, is SVP of investment management and research, at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm's discretionary platform, Preferred Portfolio Services® (PPS) Select. In addition to holding FINRA Series 7, 24, 31, 53, and 66 securities registrations, Peter has the CAIA and CFP® designations and is a CFA® charterholder.

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