Quarterly Economic and Industry Market Outlook

Event Detail
  • Date
  • Quarterly
  • Location
  • Webinar
  • Speaking
African american woman writing notes on the wall
Speakers

Join us for these complimentary webinars that provide economic and industry market outlooks.

Who should attend:

These sessions are designed for individuals interested in market, economic, and tax updates.  

Sessions

March 2 - Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1)
  • March 02, 2022
  • 11 a.m. – Noon CT
  • Location
  • Webinar

In the first webinar in our complimentary Quarterly Economic Outlook series, we’ll discuss how to prepare your portfolio for possible higher interest rates and taxes in the first quarter. Economic data shows the reopening is real. Consumer spending, housing prices, and employment rates are bouncing back. What does this mean for interest rates and inflation? Join us on March 2 to learn how to prepare your portfolio for changing rates.

Upcoming webinars

March 2 — Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1)
June 1 — Dig Deeper for Bottom-line Growth (Q2)
September 7 — Seek Diversification in Alternatives (Q3)
December 7 — Invest Sustainably with ESG (Q4)

Who should attend?

This session is designed for individual taxpayers.

June 1 - Dig Deeper for Bottom-Line Growth (Q2)
  • June 01, 2022
  • 11 a.m. – Noon CT
  • Location
  • Webinar

Prices and valuations across public and private markets are at all-time highs. CLA's Chris Dhanraj, managing principal of investments, will present the second-quarter webinar in our Economic and Industry Market Outlook series and can help you understand where near-term and long-term growth opportunities may lie. 

Industry spotlight: Health care

CLA’s health care managing principal, Cory Rutledge, will explain how the health care industry is navigating the post-pandemic economic landscape. According to the Centers for Medicare & Medicaid Services, health care spending now accounts for nearly 20% of the nation’s gross domestic product. Join our webinar to learn more about the current state of this industry and how it might affect your investments.

Additional webinars in this series

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

September 7 - Seek Diversifications in Alternatives (Q3)
  • September 07, 2022
  • 11 a.m. – Noon CT
  • Location
  • Webinar

The third-quarter webinar in our Economic and Industry Marketing Outlook series will focus on diversification, which is especially important in volatile markets. We’ll discuss how to balance your portfolio with fixed income, equity, and private market alternatives. Join us to learn how assets can provide stable income streams in a broader portfolio with equity and fixed-income models.

Industry spotlight: Real estate

CLA’s real estate managing principal, Carey Heyman, will share emerging real estate trends that could affect investors. COVID-19 altered the real estate sector in many ways. After a sharp decline, real estate is recovering with transaction volume equaling and, in some sectors, surpassing pre-pandemic levels. Join our webinar to learn more about the recent changes in this industry and how they might impact your investments.

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

December 7 - Invest Sustainably with ESG (Q4)
  • December 07, 2022
  • 11 a.m. – Noon CT
  • Location
  • Webinar

Investing sustainably with environmental, social, and governance (ESG) is especially relevant to investors. ESG concerns range from changing regulations to emerging risks. CLA is looking carefully at what ESG means for our platform to help clients build a portfolio aligned with their own values.

Industry spotlight: Agribusiness

CLA’s agribusiness managing principal, Robby Walker, will share developing agribusiness trends that could affect investors. Agribusiness has a leading role in building a sustainable world. With the world population predicted to exceed nine billion by the year 2050, agriculture is investing in technology and sustainable methods to become more efficient to feed the world. Join our webinar to hear opportunities for investors to support this movement.

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

Register for this event

You will receive your webinar link in the confirmation email after registering

For more information:
Sada Kempf
Director of Marketing - Events

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