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January 13, 2021
Putnam's 2021 Investment Framework
Chris Galipeau, Senior Market Strategist Brian Sullivan, Central Region Manager
November 18, 2020
Year-end planning strategies
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
November 5, 2020
Post-election update on markets and taxes
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group Chris Galipeau, Senior Market Strategist Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
October 14, 2020
The role of value investing post-election
Lauren DeMore, CFA, Portfolio Manager Darren Jaroch, CFA, Co-Head of Global Asset Allocation Jyotsana Wadera, Senior Investment Director, Equities
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 Market Strategist
Bill Kohli, Co-CIO, Putnam Fixed Income Jo Anne Ferullo, CFA, Senior Investment Director
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
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
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