Markets & Economy

Two industry-leading voices on the markets and economy will come together to help investors understand a unique economic cycle and how they should think about managing risk and finding returns in their investment portfolios amid ongoing uncertainty. Join Omar Aguilar, CEO and CIO at Schwab Asset Management, and Blerina Uruçi, chief economist at T. Rowe Price, for insights on the forces driving today’s economy, what to expect from central banks, and how it all translates into the financial markets. Attendees will get a deeper understanding of what’s most important to watch in today’s economy and how to allocate their portfolios for long-term success. 

Rob is the president of BV Capital. During this informative briefing, you’ll discover how investing in a ground-up construction multi-family project can offer attractive returns in an estimated three-year timeframe. Rob will explain how we are entering the phase in the real estate cycle where investors can benefit the most. New multi-family building permits are down across Texas, even as the state continues to see considerable population growth. He believes this will create a supply and demand imbalance starting next year, conditions that have historically driven rents and NOI higher, resulting in better returns for investors. Learn about his firm’s latest project—and the potential returns it could offer you.  

Fifteen million millennials are at household formation age, yet it is estimated that over 4.5 million homes are needed to meet demand. Investors can solve this problem, and benefit, by providing new supply through build-to-rent properties. In this presentation, find out which US markets have the strongest in-migration and demand. You'll also find out how RealWealth has negotiated rates down to 4.25% with certain builders on new construction rental properties. 

Join Daniel Fuss as he discusses the factors impacting the current bond market and what factors may come into play six months from now as the landscape continues to shift. 

Join us for an exclusive webinar where we share how Sentinel Net Lease identifies and capitalizes on investments that offer compelling risk-adjusted returns, designed to meet the evolving needs of today’s investors in a dynamic market environment. 

Hours after the September 18th Fed meeting, technical strategist Mike Paulenoff discusses how macro shifts related to inflation, interest rates, and more are impacting the major asset classes heading into the presidential election and a new US administration. 

As the Fed is set to embark on its easing cycle, join us for a conversation about the important drivers for the economy and markets going into the end of the year. We will preview the Fed’s rate decision and explore the upside and downside risks to both the economy and markets into the fourth quarter and 2025. 

As we come into the year-end of 2024 and the presidential election, we discuss the importance of seasonality and the role of politics in the stock market returns. We touch on some powerful data points that should be a roadmap to how we end the year. 

In this presentation, Lyn Alden Schwartzer will provide an overview of how the past four decades of financial markets existed under a monetary policy dominance regime, whereas the current situation is mostly under a fiscal policy dominance regime, and what that means for investors today.