Virtual Summit

Join Russell Investments on Thursday, September 24, 2020.

This event is eligible for CE Credits

Inside the summit, you'll discover:

The Great Reopening or the Second Wave? How will global markets react to the polarizing ways governments are adjusting to the reopening of their economies?
What's next for Fixed Income Investing? With interest rates at historic lows and government stimulus at record highs, where do our PM's find opportunities in fixed income? What areas do we want to avoid?
What's next for Real Assets? Can we continue to expect Real Assets to provide downside protection and enhanced, yet sustainable yield? Why do current attractive valuations provide an opportunity?
What's next for Client Communications? How can we simplify the way we communicate with clients and effectively manage their emotional response to market changes?

We'll be streaming our live sessions direct to your office, home office, kitchen table, couch, cabin, or wherever you find yourself working these days. All you need to participate is a computer and an internet connection.

We can't wait for you to join us!

Featured sessions include:

Discussion with Russell Investments' Chief Strategist, Erik Ristuben
PM discussion with Fixed Income Manager Western Asset Management
PM discussion with Real Assets Manager Cohen & Steers
Carl Richards, Certified Financial planner and author of "The Behavior Gap"

This event is for approved dealer firm representatives only.

Sign-In

Please enter your email address

Event Details

Virtual Summit

SEP 24, 2020 | 1:00 PM Eastern Daylight Time | 195 Minutes

Virtual Summit

What's Next? The Future of Managing Client Portfolios and Communication.

Thursday September 24, 2020

1:00pm – 1:15pm

Welcome

Danny Kabeya

Divisional Director, Russell Investments Canada

David Steele

President, Russell Investments Canada

1:15pm – 1:45pm

The Great Reopening

Face to Face with Russell Investments.

Erik Ristuben

Chief Investment Strategist, Russell Investments

Covid-19 caused one of the biggest shocks to global growth ever. This led to record low government bond yields, record levels of fiscal stimulus and the fastest 30% drawdown in the history of global equities followed by the largest 50-day advance in market history. In this session, Erik Ristuben will share his thoughts on the big issues facing the economy and the markets and how you can help your clients navigate this environment.

1:45pm – 2:15pm

Money Manager Insights

Is now the time to help your clients diversify with real assets?

Speaker Robert Becker

Senior Vice President, Cohen & Steers Capital Management Inc.

Speaker Patrick Nikodem

Portfolio Manager, Real Assets, Russell Investments

Moderator Fatima Ali

Regional Director, Russell Investments Canada

What's next for Real Assets? The asset class is currently providing one of the most compelling valuation opportunities for investors and has attractive yields. In this session, we'll cover how Real Assets can help your clients diversify their return streams, reduce overall portfolio volatility and why now is a great time to start talking with your clients about potentially including this asset class in their portfolios.

2:15pm – 2:30pm

BREAK

2:30pm – 3:00pm

Money Manager Insights

Helping your clients navigate lower yields in fixed income.

Speaker John Bellows

Portfolio Manager, Western Asset Management Company, LLC

Speaker Greg Nott

Senior Director, Head of Multi-Asset Canada, Russell Investments Canada

Moderator Bill Welk

Regional Director, Russell Investments Canada

Canada's current monetary and fiscal policies have had a significant impact on the prospective yields that investors can expect from their fixed income investments. In this session, we'll discuss what's happening in the fixed income markets and how you can help your clients navigate lower yields while still retaining this critical diversifying asset class.

3:00pm – 4:00pm

The Behavior Gap

Simple ways to help your clients be smarter about their money.

Carl Richards

Certified Financial Planner and Author of "The Behavior Gap"

Carl Richards is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Through his simple sketches, Carl makes complex financial concepts easy to understand. He is well known for his ability to simplify the most complex financial ideas.

4:00pm – 4:15pm

Closing Remarks

Justin Monahan

Divisional Director, Russell Investments Canada

Our Speakers

You'll be connecting virtually with this select group of asset managers and Russell Investments' experts about the roller coaster that is today's markets.

Danny Kabeya

Divisional Director, Russell Investments Canada

Danny Kabeya is the Divisional Director for the Advisor & Intermediary Solutions sales team in Eastern Canada at Russell Investments. Based in Toronto, Danny's responsibilities include management, recruitment and professional development of Russell Investment's regional directors, associate regional directors, regional consultants, and client service associates throughout the division. He works in partnership with the Divisional Director for Western Canada in charting the strategic direction for the national sales team. Danny is a member of Russell Investments Canada's executive committee where he is a major contributor to national strategy and execution.

David Steele

President, Russell Investments Canada

David Steele is President of Russell Investments Canada Limited (RICL). Based in Toronto, David oversees the strategic direction of Russell Investments' day-to-day activities and leadership of Canada's primary operating businesses, including Private Client Services and Canada Institutional. David is also a member of Russell Investments' executive committee and global leadership forum. He assumed this role October 2016.

Erik Ristuben

Chief Investment Strategist, Russell Investments

Erik's team is responsible for the creation and management of integrated client investment strategies for the firm's institutional and retail clients globally, as well as the creation of global economic and market outlooks. As a principal spokesperson, he is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. He's been with the firm since 1985.

Robert Becker

Senior Vice President, Cohen & Steers Capital Management Inc.

Robert S. Becker, Senior Vice President, is a portfolio manager for Cohen & Steers' infrastructure portfolios, including those focused on master limited partnerships. He has 24 years of infrastructure-related investment experience. Prior to joining the firm in 2003, Mr. Becker was a portfolio manager and analyst for the Franklin Utilities Fund at Franklin Templeton Investments. Previously, he served as a utility equity research associate at Salomon Smith Barney. Mr. Becker also worked in equity research for global utilities and transportation companies with Scudder, Stevens & Clark.

Patrick Nikodem

Portfolio Manager, Russell Investments

Patrick Nikodem is a Portfolio Manager at Russell Investments with an emphasis on listed real assets. In this role, Patrick has global oversight of portfolio construction, tactical asset allocation, and direct investing within the firm's multi-strategy real asset portfolios. Patrick also manages Russell Investments' listed infrastructure and real estate securities funds for institutional and private investors in the US, Canada and EMEA.

John Bellows

Portfolio Manager, Western Asset Management Company, LLC

John Bellows, PhD, is a Portfolio Manager in Western Asset's Pasadena office focusing on US broad market strategies. In 2018 he took on an elevated role in the Global Portfolios Team, where he is a leading voice for US and global macro strategies. John is a member of the US Broad Strategy Committee, which formulates domestic investment themes and strategies, as well as the Global Investment Strategy Committee, which is responsible for setting policy and providing strategic investment oversight for the Firm. He joined the Firm in 2012 as an Investment Management Strategy Analyst before assuming his current role.

Greg Nott

Senior Director, Head of Multi-Asset Canada, Russell Investments Canada

Greg Nott is Senior Director, Head of Multi-Asset for Russell Investments Canada Limited. Based in Toronto, Greg is responsible for all aspects of investment management, including leading the fixed income and multi-asset investment teams. Greg has more than 22 years of industry experience and has been with Russell Investments since 1998. Greg's experience includes manager research analysis, fixed income portfolio management, and multi-asset portfolio construction and management. Greg became CIO in 2011 and maintains his portfolio management responsibilities.

Carl Richards

Certified Financial Planner and Author of "The Behavior Gap"

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand.

Justin Monahan

Divisional Director, Russell Investments Canada

Justin Monahan is the Divisional Director for the Advisor & Intermediary Solutions sales team in Western Canada at Russell Investments. Based out of the Vancouver office, Justin's responsibilities include management, recruitment and professional development of Russell Investment's regional directors, associate regional directors, regional sales associates, and sales support associates throughout the division. He works in partnership with the Divisional Director for Eastern Canada in charting the strategic direction for the national sales team. Justin is a member of Russell Investments Canada's executive committee where he is a major contributor to national strategy and execution.