Financial Advisor Summit 2022 | CNBC Events | 14 June 2022 | Webinar

Navigating uncertainty

The economy is at a critical juncture in its pandemic recovery. Inflation that’s running at its highest level in 40 years, coupled with the promise of aggressive, ongoing interest rate hikes, has created some real craters in the overall market. Meanwhile, escalating geopolitical tensions hint that the next cold war will be primarily fought on the economic front. How can advisors help their clients navigate these headwinds? Is a recession on the horizon? Where can investors find some sense of clarity?

This virtually convenes forward-thinking advisors to hear from industry heavyweights with insight into all of this and more.

Agenda:

• The view from wall and broad
Whether it’s a bull market or a bear market, a fair, well-regulated exchange is an essential. And in today’s market, technology is a critical part of the infrastructure. No surprise, then, that the new york stock exchange chose a person with deep technology experience as its 68th president.

• A global rethink
Geopolitics are as much to blame for high inflation as high consumer demand, with china’s persistent covid lockdowns impacting global supply chains and russia’s invasion of ukraine keeping upward pressure on oil and gas prices. The situation has some market watchers wondering if a two-decade era of globalization is coming to an end. Longtime china critic kyle bass doesn’t agree that globalization is over, but he’s doubled down on a belief that investing in countries run by dictators is never a good idea.

• The great inflation squeeze
The fed has reacted to rapidly–surging inflation by tightening policy, but higher prices persist, and higher interest rates and lower stock prices can have their own negative effects on portfolios. We break down the impact of higher prices on long-term planning and how to help clients keep their goals on track.

• Rebalancing for the second half
Putting it all together, a panel of leading portfolio- builders sets the stage for the next six months, with advice on how advisors can position their clients for continued market volatility, rising interest rates, and a possible recession.

• Muni bonds: making sense of the rout
Surging interest rates in the first half of 2022 drove municipal bond returns to their worst losses in decades and investors responded with more than $20 billion of outflows from tax-exempt mutual funds. But with continued strong credit quality among state, city, and county bond issuers and the prospect of billions of federal infrastructure spending, is it time for buyers to take another look at this historically stable sector?

• CNBC millionaire survey results
The CNBC millionaire survey is an exclusive semi-annual look at how america’s upper class shares is investing, spending and voting, conducted by spectrem group, a leading research provider in the wealth management marketplace.

• Consumers keep spending, but for how long?
One of the root causes of high inflation has been insatiable demand from post-pandemic consumers, many of whom are flush with cash and eager to spend it. We hear about the strength of the consumer, and how long the strength will last, from two members of cnbc’s cfo council whose companies are benefiting from it.

• The home front: preparing the biggest asset for tougher economic times
Real estate represents clients’ biggest, most important assets. Home prices are high, but now interest rates are, too. Two housing experts will tackle a changing housing market, and how to manage clients through the change.

2022 Speakers

Omar Aguilar
CEO & CIO, Schwab Asset Management

Kyle Bass
Founder & CIO, Hayman Capital Management

Louis Barajas
President and Partner, MGO Wealth Advisors

John Burns
Chief Executive Officer, John Burns Real Estate Consulting

Nancy Davis
Founder & CIO, Quadratic Capital

Naftali Holtz
Chief Financial Officer, Royal Caribbean Group

Lynn Martin
President, NYSE Group

Richard McPhail
Chief Financial Officer & Executive Vice President, The Home Depot

Sébastien Page
Head of Global Multi-Asset & CIO, T. Rowe Price

Sara Eisen
"Closing Bell" Anchor, CNBC

Sharon Epperson
Senior Personal Finance Correspondent, CNBC

Robert Frank
Wealth Editor, CNBC

Tyler Mathisen
Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC

Diana Olick
Senior Climate and Real Estate Correspondent, CNBC

2022 Partners

• Build America Mutual
• Capital Group
• Interactive Brokers
• Nuveen