FREE WEALTH MANAGEMENT EVENTS

Learn more about trends that are actively shaping the market.

Thank you for your interest! Check below for details on our upcoming events, including topics and guest speakers.


Larry Adam’s Quarter Coordinates Presentation

Featuring:

Bio headshot

Larry Adam

Chief Investment Officer | Raymond James Financial

Larry Adam Joined Raymond James in 2018 from Deutsche Bank, where he held the dual roles of Chief Investment Officer – Americas, and Global Chief Investment Strategist for Deutsche Bank Wealth Management. Larry’s areas of expertise include investment strategy, asset allocation analysis, portfolio construction, and implementation. Larry has a B.B.A. and a master’s degree in business with a concentration in finance from Loyola University Maryland, where he also serves as an adjunct professor for international finance.


Click here to view the event deck.

Event Date and Time:

Thursday, April 22nd

11:00 AM PST


Please click the link below to join the webinar:

https://raymondjames.zoom.us/j/92653771292


Dial-in Details:

Phone: 1 646 876 9923


Meeting ID:

926 5377 1292


2021 Insights with Nick Lacy

Please join us for an interactive discussion covering multiple topics of interest in 2021. Nick will take your questions regarding which issues can drive or derail our economy and impact your portfolio.

Featuring:

Bio headshot

Nicholas Lacy, CFA

Chief Portfolio Strategist for Asset Management Services | Raymond James Financial

Nicholas Lacy helps oversee a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for AMS discretionary (Freedom) and the Raymond James Strategic Recommended models as well as the UMA platform. He is also a voting member of the AMS Investment Committee. Nicholas is also a member of the Raymond James Investment Strategy Committee which drives the firm allocation recommendations on behalf of the firm.

Nicholas has a B.S. in Finance and B.A. in Political Science from the University of South Florida and an M.B.A. from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay

Click here to view the event deck.

Event Date and Time:

Thursday, March 18th

10:00 AM PST


Please click this URL to view the recording:

https://raymondjames.zoom.us/rec/share/2EQwdfrTV-BsUBVDBCRJOTQJeKEJabb6e3oM-ZwoDHrlXMvCZRlYXXJbKOEOpKJh.weCpY3_7TJNntbAF


Password:

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