The commitment to lifelong learning is a core value at JSF.
Whether it be about the current economy, geopolitical perspectives, market trends, or even a roundtable with the author of a new book, we pride ourselves on offering our clients the ongoing opportunity to hear from a unique variety of speakers. Below is a list of past events we’ve hosted online, in our office or even at the occasional offsite venue.
2021
– 9.30.21 Economic Update: What’s Next for U.S. & Global Markets?
with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group View Details
– 6.29.21 Women & Retirement
with S. Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist for Asset Management and Head of the Retirement Insights Strategy team at J.P. Morgan View Details
– 5.19.21 The First 100 Days in the White House
with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc. View Details
– 4.22.21 Digital Defense: How to Protect Yourself from Identity Theft
with Anthony Davenport, CEO, Regal Credit Management View Details
– 3.24.21 Purpose-Led Portfolios: An Intro to ESG Investing
with Jay Lipman, Cofounder and President of Ethic, Inc. View Details
– 3.9.21 Municipal Bond Landscape
with John Wiley, Senior Vice President, Fixed Income Portfolio Manager, Franklin Templeton View Details
– 2.23.21 Paycheck Protection Program (PPP) Loans: What you Need to Know Now and What’s Next
with Larry Trujillo, Managing Director, The Ryan Tyler Group View Details
– 1.14.21 2021: Winds of Change
with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management View Details
2020
– 12.1.20 Market Update & 2021 Outlook
with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management View Details
– 11.9.20 Investing After the U.S. Election
with Libby Cantrill, Head of Public Policy, PIMCO View Details
– 10.27.20 Municipal Bond Market Update and Outlook
with Daryl Clements, Lead Municipal Bond Portfolio Manager, Alliance Bernstein View Details
– 10.14.20 Digital & Street Safety: A Virtual Workshop for Parents, Teens and Caregivers
with Jonathan Cristal, Esq., Veteran Prosecutor for the City of Los Angeles View Details
– 10.1.20 2020 Election: Politics, Do They Matter When Investing?
with Rick Brink, CFA, Chief Investment Strategist, Alliance Bernstein View Details
– 9.10.20 Cybersecurity Through the COVID Crisis and Beyond
with Gary F. Rossi, Vice President, Fidelity Security Services View Details
– 8.18.20 Macroeconomic and Financial Market Update
with Kurt Reiman, Managing Director, Senior Strategist, BlackRock View Details
– 6.18.20 Welcome to the (New) Real World: Exploring Life After College in Uncertain Times
with Kathi Barnhard, ICF Certified Life/Event Coach View Details
– 6.9.20 A Geopolitical Perspective
with David Bridges, Senior Geopolitical Advisor, Fidelity Investments View Details
– 5.21.20 The Bad, The Ugly… and The Good!
with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management View Details
– 4.28.20 Market Update & Outlook
with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management View Details
– 4.6.20 Coronavirus Update: What’s Next for Global Markets?
with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group View Details
– 3.4.20 U.S. Global Capital Market Insights
with Jurrien Timmer, Director of Global Macro, Fidelity Investments View Details
– 2.20.20 Coronavirus: Separating Fact from Fiction
with Dr. Jeffrey Klausner, MD, MPH, Professor of Medicine in the Division of Infectious Diseases and the Program in Global Health, UCLA View Details
2019
– 12.12.19 Year-End Market Update and 2020 Outlook
with Bob Fields, Managing Director, Member of the Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management View Details
– 11.11.19 Exploring the Psychology Behind Investing
with Kenneth Haman, Managing Director, Alliance Bernstein Advisor Institute View Details
– 8.7.19 What They Don’t Teach Teens: Essential Life Skills for Teens, Parents and Caregivers
with Jonathan Cristall, Esq. Veteran Prosecutor for the City of Los Angeles View Details
– 6.25.19 Through the Lens of JSF: Our Experience so Far and Where We Go Next
featuring a Panel of JSF Experts View Details
– 4.30.19 The Kindness Advantage: Cultivating Compassionate and Connected Children
with Author Dale Atkins, PhD View Details
– 3.26.19 Your Score: An Insider’s Secrets to Understanding, Controlling and Protecting Your Credit Score
with Anthony Davenport, Founder of Regal Credit Management View Details
– 2.26.19 2019 Outlook: Putting Markets in Perspective
with Kenneth Chambers, Fixed Income Strategist, PIMCO View Details