WEBINAR

Protecting Investor Capital Through Economic Cycles and Uncertainty
March 26 @ 2:00 pm - 3:00 pm

Speaker(s): Joshua Ungerecht

What are some key factors driving economic change and what are their potential impacts on investment strategy? Join ExchangeRight Managing Partner Joshua Ungerecht for a macroeconomic presentation and investment strategy overview. During the session, Joshua will explain the latest leading and cyclical economic indicators in light of key factors recently driving economic change.

Joshua will also discuss how various asset classes have historically performed in periods of crisis and recession and offer successful strategies for how to protect clients’ wealth and income through different points in the market cycle. A live Q&A session will follow the presentation.

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Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Joshua Ungerecht
Managing Partner ExchangeRight

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