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. Click an event title to view more details.
2022
May 6 – Cybersecurity: Risks and Useful Practices in the New Normal with Gary F. Rossi, Vice President, Fidelity Security Services
March 24 – On the World Stage: Geopolitical Challenges and Insights with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
March 3 – 2022 Market Update and Outlook with David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
Feb 9 – In Conversation: Author Talk on A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine with Author Gregory Zuckerman
Jan 19 – How the Current Political Environment May Impact 2022’s Economic and Investment Outlook with Libby Cantrill, Head of Public Policy, PIMCO
2021
Dec 2 – Emerging Markets: 4th Quarter Update with Jennifer Delaney, CFA and Sean Murphy, CFA, BlackRock
Nov 16 – In Conversation: A Book Talk with Author Cambria Gordon About her New Novel, The Poetry of Secrets with Cambria Gordon, Author
Oct 27 – College Admissions in Today’s Recovering World with Nancy Steenson, College Admissions Coach, in partnership with John Hancock Investment Management
Sept 30 – Economic Update: What’s Next for U.S. & Global Markets? with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group
June 29 – 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
May 19 – The First 100 Days in the White House with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
April 22 – Digital Defense: How to Protect Yourself from Identity Theft with Anthony Davenport, CEO, Regal Credit Management
March 24 – Purpose-Led Portfolios: An Intro to ESG Investing with Jay Lipman, Cofounder and President of Ethic, Inc.
March 9 – Municipal Bond Landscape with John Wiley, Senior Vice President, Fixed Income Portfolio Manager, Franklin Templeton
Feb 23 – Paycheck Protection Program (PPP) Loans: What you Need to Know Now and What’s Next with Larry Trujillo, Managing Director, The Ryan Tyler Group
Jan 14 – 2021: Winds of Change with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management
2020
Dec 1 – Market Update & 2021 Outlook with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management
Nov 9 – Investing After the U.S. Election with Libby Cantrill, Head of Public Policy, PIMCO
Oct 27 – Municipal Bond Market Update and Outlook with Daryl Clements, Lead Municipal Bond Portfolio Manager, Alliance Bernstein
Oct 14 – Digital & Street Safety: A Virtual Workshop for Parents, Teens and Caregivers with Jonathan Cristal, Esq., Veteran Prosecutor for the City of Los Angeles
Oct 1 – 2020 Election: Politics, Do They Matter When Investing? with Rick Brink, CFA, Chief Investment Strategist, Alliance Bernstein
Sept 10 – Cybersecurity Through the COVID Crisis and Beyond with Gary F. Rossi, Vice President, Fidelity Security Services
Aug 18 – Macroeconomic and Financial Market Update with Kurt Reiman, Managing Director, Senior Strategist, BlackRock
June 18 – Welcome to the (New) Real World: Exploring Life After College in Uncertain Times with Kathi Barnhard, ICF Certified Life/Event Coach
June 9 – A Geopolitical Perspective with David Bridges, Senior Geopolitical Advisor, Fidelity Investments
May 21 – The Bad, The Ugly… and The Good! with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management
April 28 – Market Update & Outlook with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management
April 6 – Coronavirus Update: What’s Next for Global Markets? with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group
March 4 – U.S. Global Capital Market Insights with Jurrien Timmer, Director of Global Macro, Fidelity Investments
Feb 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
2019
Dec 12 – 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
Nov 11 – Exploring the Psychology Behind Investing with Kenneth Haman, Managing Director, Alliance Bernstein Advisor Institute
Aug 7 – 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
June 25 – Through the Lens of JSF: Our Experience so Far and Where We Go Next featuring a Panel of JSF Experts
April 30 – The Kindness Advantage: Cultivating Compassionate and Connected Children with Author Dale Atkins, PhD
March 26 – Your Score: An Insider’s Secrets to Understanding, Controlling and Protecting Your Credit Score with Anthony Davenport, Founder of Regal Credit Management
Feb 26 – 2019 Outlook: Putting Markets in Perspective with Kenneth Chambers, Fixed Income Strategist, PIMCO