Details
The past few years have seen their share of unexpected events, including the introduction of new COVID-19 variants, supply chain disruptions, and Fed policy. Every economic cycle is unique, and it is difficult to know the dynamics of it while we are still in it. Our quarterly conversations will explore what’s happening now and provide perspectives from investment professionals about key topics and situations.
In this session, we share our current view of the financial markets and discuss our insights on alternative investments, what role they can plan in a healthy investment portfolio, and other considerations for investors.
Speakers:
Anna Rathbun
Chief Investment Officer
CBIZ Retirement & Investment Solutions
Joe Nitting
Senior Analyst – Alternative Investments
CBIZ Retirement & Investment Solutions
Ian Janecek
Senior Consultant / Research Director, Private Equity
CBIZ Retirement & Investment Solutions
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. For important disclosures please click here.