The COVID-19 pandemic has thrown the world’s financial markets into a rapid decline, making individuals, financial experts and organizations question the best strategies for navigating investments and business. In this discussion, we will hear from experts at BlackRock and the Progressive Investors Network as they examine where the market is, where it is going, and how to think about the macroeconomics of the new financial policies put into place in the US to address the current economic challenges.
Read Our Follow Up
A write-up key takeaways and reflections: “COVID-19 is changing U.S. markets, for better and for worse”
Who Should Attend
Anyone who is interested in the current state of the US investment markets and wonders how COVID-19 and the CARES Act might affect future prosperity.
3:00pm – 4:00pm Eastern Time – Register to receive the virtual meeting link.
CFA, Vice President and Investment Management Consultant
Blackrock’s US Wealth Advisory group
Chad Brown, CFA, is a Vice President and Investment Management Consultant in Blackrock’s US Wealth Advisory group. In his current role Mr. Brown works with independent financial advisors throughout the Greater New England area to solve for various client challenges related to investments. He also works closely with BlackRock’s Aladdin Portfolio Services group to help financial advisors build better portfolios. Chad joined BlackRock in December of 2016.Prior to BlackRock Chad started his career out of college at Eaton Vance in Boston, MA. He started on the shareholder services desk and eventually their sales desk for 5 years. He attended University of New Hampshire where he graduated in 2012. He currently resides in Dedham, MA.
Progressive Investors Network
David Long is a Managing Partner at Progressive Investors Network. David takes a planning-based approach to wealth management, advising individuals, families, and organizations by drawing extensively on PIN’s resources. David creates tailored portfolios to ensure his clients’ receive a customized strategy utilizing equity, fixed income, and alternatives. He pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals.Prior to Progressive Investors Network David worked as an Investment Advisor at JP Morgan Chase & Co. While in college, David began his financial services career at NASDAQ in 2013. David graduated from Bentley University, where he earned a B.S. in Finance with a minor in Political Science.
Progressive Investors Network
Joshua Wilson is a Managing Partner at progressive Investors Network. Josh provides comprehensive financial planning, specializing in mitigating risk for small business owners, endowments, and nonprofits through wealth and risk management. Josh started his financial career on Wall Street shortly after graduating with a B.A. in Theology from Valley Forge University. Josh lives in North Reading, MA with his wife and growing family. In his free time, he serves as Chair of the Board for a Human Rights Committee, whose work has inspired him to incorporate social and environmental concerns into his everyday business practices. He serves as a community pastor as needed. More recently, he has chosen to focus on his family, particularly his daughter Adalina, who has Down Syndrome. The entire family has taken an active fundraising role in the Massachusetts Down Syndrome Congress as well as serving as an ambassador for families welcoming a child with Down Syndrome.
Managing Director, and Senior Strategist for North America
BlackRock Investment Institute (BII)
Kurt Reiman, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII’s tactical investment views and delivers the team’s macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada.Kurt joined BlackRock in 2013 as a Global Investment Strategist based in New York within the firm’s Multi-Asset Strategies group, bringing with him over 15 years of experience in investment research and strategy. In 2016, Kurt was appointed as the Chief Investment Strategist for Canada, based in Toronto. He generated investment insights on Canada’s financial markets and communicated them to clients, BlackRock’s investors and client-facing professionals. He also appeared regularly in the financial news media, including BNN Bloomberg, the Financial Post and the Globe and Mail.
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds.
Progressive Investors Network is committed to helping clients align their investments with their values through socially and environmentally responsible portfolios. Portfolios that help you pursue your financial goals and impact our world, through advocating for social justice, sustainable environmental practices, and corporate accountability.
The Swedish-American Chamber of Commerce New England (SACC-NE) is a member-based trade and networking organization and the leading Swedish-American business network in the region. SACC-NE’s mission is to accelerate trade, commerce, investment relationships, and support Swedish businesses and individuals succeed in the US market, as well as highlighting entrepreneurial, innovative and educational initiatives between Sweden the US. This is achieved through promoting and supporting business ideas and organizations in the New England region, offering local insights and regional connections, and by providing a forum for dialogue and exchange. Everything SACC-NE does is with the overall purpose to further strengthen and develop the bond between Sweden and the U.S.
The German-American Business Council of Boston, Inc. (GABC) is a non-profit, member-based organization of companies, business people and professionals dedicated to encouraging and cultivating German-American business and trade in New England. The GABC is non-governmental but enjoys close ties to the Consulate General of Germany in Boston. GABC’s members come from a wide-range of industry sectors, including Life Sciences, Finance, Manufacturing, Professional Services and Consumer Products. Through personal introductions, presentations, networking events, speakers series and conferences, GABC provides opportunities for the exchange of ideas, and for contact between its members.