Webcasts

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

September 24, 2020

Washington to Wall Street pre-election update

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

September 9, 2020

Investing for the new decade

Richard Bodzy, Portfolio Manager
Gregory McCullough, CFA, Portfolio Manager
Jyotsana Wadera, Senior Investment Director, Equities

August 6, 2020

Fixed income opportunities and uncertainty

Bill Kohli, Co-CIO, Putnam Fixed Income
Jo Anne Ferullo, CFA, Senior Investment Director

July 9, 2020

Planning as the pandemic response evolves

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

June 25, 2020

Opportunities in small-cap growth

Bill Monroe, CFA, Portfolio Manager, Putnam Small Cap Growth Fund
Caroline Edwards, CFA, Senior Investment Director and Team Leader, Equities

May 14, 2020

Constructing an all-weather glide path

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

June 10, 2020

Measuring the impact of sustainable investing

Katherine Collins, CFA, MTS, Head of Sustainable Investing
Stephanie Dobson, Portfolio Manager
Caroline Edwards, CFA, Senior Investment Director and Team Leader, Equities

April 29, 2020

Live briefing: Active Insights

Jason Vaillancourt, CFA, Co-Head of Global Asset Allocation
Chris Galipeau, Senior Investment Director

April 22, 2020

The current stable value landscape

Steven McKay, Head of Defined Contribution Investment Only
Steven Horner, CFA, Portfolio Manager
Kevin Calabro, Investment Director, Fixed Income

April 16, 2020

Managing risks across fixed income

Brett Kozlowski, CFA, Portfolio Manager
Emily Shanks, Portfolio Manager
Richard Polsinello, CIMA®, Senior Investment Director, Fixed Income

April 8, 2020

Investing for growth in volatile markets

Richard Bodzy, Portfolio Manager
Gregory McCullough, CFA, Portfolio Manager
Jyotsana Wadera, Senior Investment Director, Equities

March 23, 2020

Update on PSDYX

Bill Kohli, Co-CIO, Putnam Fixed Income
Joanne Driscoll, CFA, Portfolio Manager
Jo Anne Ferullo, CFA, Senior Investment Director

March 19, 2020

Planning opportunities for challenging markets

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

March 18, 2020

Insights on current volatility

Darren Jaroch, CFA, Co-Head of Global Asset Allocation
Bill Kohli, Co-CIO, Putnam Fixed Income
Jason Vaillancourt, CFA
Chris Galipeau, Senior Investment Director

March 17, 2020

Giving clients perspective with Don Connelly

Don Connelly, Speaker, motivator, and educator
Jeff Churba, Regional Director