Webcasts

Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds.

February 7, 2023  |  1:00pm ET

SECURE 2.0 - Provisions and planning considerations

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

January 18, 2023

2023 Market outlook and opportunities

Chris Galipeau, Senior Market Strategist
Rick Polsinello, CIMA®, Senior Market Strategist
Jason Vaillancourt, CFA, Global Macro Strategist

November 17, 2022

Post-election impact on year-end planning

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

November 10, 2022

Breakdown of Midterm Elections

Cathy Saunders, Head of Corporate Sustainability and Public Policy, Putnam Investments
Ozzie Palomo, Managing Director, Chartwell Strategy Group
James Pindell, Political Reporter, The Boston Globe
Brian Schwartz, Political Financial Reporter, CNBC

October 18, 2022

Muni market with a pinch on SALT

Paul M. Drury, CFA, Portfolio Manager
Garrett Hamilton, CFA, Portfolio Manager
Kelly Loughran, CFA, Investment Product Analyst

September 27, 2022

Breaking down the mortgage market: opportunities abound

Michael Wands, CFA, Portfolio Manager
Brett Kozlowski, CFA, Co-Head of Structured Credit
Richard Bihrle, Investment Director, Fixed Income

June 16, 2022

Questions your clients are asking now

Chris Galipeau, Senior Market Strategist
Jason Vaillancourt, CFA, Global Macro Strategist

March 8, 2022

Ideas to engage clients during tax season

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

January 20, 2022

Putnam's 2022 Investment Framework

Chris Galipeau, Senior Market Strategist
Rick Polsinello, CIMA®, Senior Market Strategist
Jason Vaillancourt, CFA, Global Macro Strategist

November 17, 2021

Top year-end tax-planning considerations

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

October 28, 2021

ETF trends and sustainable investing

Tom Lydon, Co-CEO, ETF Flows LLC
Dave Nadig, Chief Investment Officer and Director of Research, ETF Trends
Stephanie Dobson, Porfolio Manager
Caroline Edwards, CFA, Senior Investment Director

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