Webcasts and conference calls

Get valuable, advisor-only insight on market conditions and issues affecting your business.

May 14, 2019

Defining value outside the index

Darren Jaroch, CFA, Portfolio Manager
Jyotsana Wadera, Investment Director, Equities

April 24, 2019

Complementing core: Insights on today's credit and securitized markets

Brett Kozlowski, CFA, Portfolio Manager
Emily Shanks, Portfolio Manager

April 3, 2019

Change the narrative around plan design using PlanVisualizer

Steven McKay, Head of Defined Contribution Investment Only
Matthew Gaither, Senior DCIO Investment Specialist

March 14, 2019

Active Insights: Opportunities endure after the economy peaks

Chris Galipeau, Senior Investment Director

February 27, 2019

The glide path less traveled

Steven McKay, Head of Defined Contribution Investment Only
Brett Goldstein, CFA, Portfolio Manager
Brendan Murray, Senior Investment Director

February 14, 2019

Planning ideas for tax season

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

January 24, 2019

Active Insights for volatile markets

Chris Galipeau, Senior Investment Director

November 14, 2018

Year-end planning strategies under tax reform

William D. Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Christopher P. Hennessey, Lawyer, CPA, Member, Putnam Business Advisory Group

June 12, 2018

Unleashing the power of LinkedIn

Mary Donovan, Senior Practice Management Specialist
Siobhan Kelly, Director, Investment Strategies