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.
2023
December 12 – Year-End Wrap and 2024 Economic Forecast with Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
November 14 – Year-End Geopolitical Update & 2024 Outlook with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
October 30 – Economic Uncertainties and Opportunities Heading to Year-End with Mark Peterson, Director, Advisor Insights, BlackRock
October 17 – Making Yourself a Difficult Target for Cybercriminals with David McSweeney, Vice President, Client Assurance for Fidelity Investment’s Information Security Office
September 11 – What’s on the Horizon for Fixed Income? with Bob Fields, Managing Director, Member of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan Asset Management
July 12 – Post-Debt Ceiling Deal: What’s Next for the Economy in Q3? with AJ Rivers, Senior Vice President and Head of US Retail Fixed Income Business Development, Alliance Bernstein
May 24 – Travel in a Post-Pandemic Era: Insights on Luxury Tourism and Making Bucket List Trips a Reality with Nina Miles, Luxury Travel Advisor
April 11 – Banking Upheaval: What’s Next for the Sector? with Carolyn Barnette, Head of Market and Portfolio Insight, BlackRock
March 16 – Key Questions Women Should be Asking to Navigate Their Financial Futures with Leslie Geller, Senior Vice President and Wealth Strategist, Capital Group Asset Management
February 23 – Bonds are Back: Fixed Income Market Update with Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
January 18 – 2023 Kickoff: Managing Risk in Today’s Market Environment with Paul Ma, CFA, Vice President, Lead Portfolio Strategist, Fidelity Investments
2022
December 13 – Geopolitical Update: Year-End Insights and 2023 Outlook with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
November 10 – 4th Quarter International Markets Outlook with Jordan Jackson, Vice President, Global Market Strategist, J.P. Morgan Asset Management Global Market Insights Strategy Team
October 12 – Psychology of Investing: Keeping Calm Amid Market Turbulence with Baker Vitale, CFA, Director and Senior Portfolio Strategist, BlackRock
September 8 – Political Outlook: Insights Leading into U.S. Midterm Elections with Libby Cantrill, Head of Public Policy, PIMCO
July 13 – Mid-Year Economic Update: Challenges and Opportunities with Robert Almeida, Global Investment Strategist, MFS Investment Management
June 7 – Macroeconomic Update: Obstacles and Insights with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group
May 17 – 2nd Quarter Outlook with a Spotlight on the Municipal Bond Market with Bob Fields, Managing Director, Member of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan Asset Management
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
