Webinar 20 Jan 2021: It’s Time to Look Beyond the U.S - Making the Case for Investing Globally | Institutional Investor | 20 January 2021 |

Join the RIA Institute as we have an open dialogue about making the case for global investing. Over the last decade, the big money to be had was found in the United States, but as things begin to shift for a number of factors, European and emerging markets appear to be poised for a comeback. This program will endeavor to discuss the current international opportunities as well as potential pitfalls and challenges as we look beyond the US in 2021.

2021 Speakers, Moderator and Panelists

SP{EAKERS:

David Sterman
President & CEO, Huguenot Financial Planning

Scott D. Sorensen
Portfolio Manager and Research Analyst, Vigilant Capital Management

Andrew Mathewson
Portfolio Manager, Global Emerging Markets, Martin Currie

Dr. Ricardo Adrogué
Head of Barings’ Global Sovereign Debt and Currencies Group, Barings

Rita Lee
Director of Research of Research and VP, Brouwer & Janachowski Advisors

Charlie Wilson
Portfolio Manager and Managing Director, Thornburg Investment Management

Philip Ehrmann
Senior Managing Director and Senior Portfolio Manager, Manulife Investment Management

Ronald Smolenski, Jr.
Managing Director of Investment Research, Pitcairn

Joseph P. Zappia
Principal, Co-Chief Investment Officer, LVW Advisors

Daniel Kern
Chief Investment Officer and Shareholder, TFC Financial Management, Inc.

MODERATOR:

Scott Sorensen
Principal & Chief Investment Officer, Vigilant Capital Management, LLC

PANELISTS:
Dr. Ricardo Adrogué
Head of Global Sovereign Debt and Currencies Group, Barings

Philip Ehrmann
Senior Managing Director, Senior Portfolio Manager, Manulife Investment Management (on behalf of John Hancock)

Andrew Mathewson
Portfolio Manager, Global Emerging Markets, Martin Currie Inc (one behalf of Franklin Templeton)

David Sterman
President & CEO, Huguenot Financial Planning

Charles Wilson
Portfolio Manager and Managing Director, Thornburg Investment Management