Atlanta Luncheon RSVP
Behavioral finance expert Dr. Daniel Crosby teams up with Phil Toews and Eben Burr to discuss ways advisors can level up communications and engineer portfolios to help investors overcome anxiety that will address all markets and emotions.
Enjoy lunch, Q & A and intriguing conversation with Daniel and the Toews team.
Tuesday, June 6, 2023 from 12-2pm
Seasons 52 Grill
90 Perimeter Center West, Perimeter Mall
Dunwoody, GA 30346
Questions? email Dan Kullman, Director of Investment Consulting and Research
Seating is limited!
RESERVE YOUR SPOTScottsdale Luncheon RSVP
Join Phil Toews for a casual CE lunch experience to discuss how our massive national debt could potentially play out for investors. Debt is at record levels globally and it has helped fuel GDP AND stock growth for decades.
Walk Away Knowing:
- How to differentiate your practice while bringing more comfort and confidence to your clients
- Ease into client conversations about the economy in a way that’s easy to understand
- How today’s circumstances profoundly change portfolio construction, framing, and execution
Tuesday, June 13, 2023 from 12-2pm
Coopers Hawk Winery & Restaurant
7361 E Frank Lloyd Wright Blvd
Scottsdale, AZ 85260
Questions? email Dan Kullman, Director of Investment Consulting and Research
Seating is limited!
RESERVE YOUR SPOT
Philadelphia Luncheon RSVP
Join JP Morgan’s High Yield Research Team and Toews Asset Management for an intimate luncheon. Although yields are higher, IG bonds are producing negative real yields. Join us to discuss adaptive fixed income approaches and High Yield Credit.
Guests, Yannis Giovanidis and Nelson Jantzen of the JP Morgan Research team along with Phil Toews, Toews Asset Management will take a deep dive into the credit space and contingency planning around fixed income positions.
Enjoy an intimate luncheon with engaging professionals in the credit space presenting market views, positioning, and stimulating conversation.
Postponed to September, date TBA
Seasons 52 Grill
160 N Gulph Rd Suite 101
King of Prussia, PA 19406
Questions? email Dan Kullman, Director of Investment Consulting and Research
Seating is limited!
RESERVE YOUR SPOT
Chicago Regional CIO Lunch & Learn
It’s been over 50 years since we’ve faced a rising rate environment. Guest speaker, Shana Orczyk Sissel, CAIA will walk us through current monetary policy decisions, the near-term outlook, and how this may impact portfolio allocations in 2023.
Enjoy lunch with Shana, Phil Toews, CEO and the Toews team while you learn about the increasing importance of risk management in portfolios today and reducing the potential impact of sudden event risk.
Tuesday, April 18, 2023 from 12:00-2pm
Carlucci Rosemont, Palio Room
6111 North River Road, Rosemont, IL 60018
Questions? email Dan Kullman, Director of Education and Training
5597034 MK
Q1 2023 Quarterly Advisor Broadcast 4/27 at 12pm EDT
2023 Dip and Rip Turns To Rip and Dip??
Tune in for a not-to-be-missed Quarterly Broadcast on Thursday April 27th at 12 PM EDT. Phil Toews, our lead Portfolio Manager and Dan Kullman our Managing Director of Investment Consulting and Research will highlight major themes and concerns impacting investors:
- Status on the Fed War Against Inflation
- Unintended Consequences and Potential Outcomes on the Economy and Markets
- The Search for Positive Real Yields (after inflation) in the Bond Market and
- Stock Valuations and Opportunities.