Webinars

We are pleased to present a full calendar of thought-provoking webinars on a variety of timely topics. Join us for engaging discussions by selecting any of the following webinars you wish to attend. Details for each webinar can be viewed by clicking on the listing. To register, check the box and complete the registration form at the bottom of the page. Replays of previous webinars are available on-demand.

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Overview

Title: 2022 Outlook, Planning Focus

Date: Thursday, January 27, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Experts will discuss their latest thinking on the planning landscape for the year ahead.

Overview

Title: 2022 Investment Outlook: Moving Toward Realignment

Date: Thursday, January 20, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Our experts will answer your top-of-mind questions on the investment landscape for 2022:

  • Will economic imbalances move into realignment and what is the impact on inflation?
  • Will the strong performance of the equities market continue?
  • How will interest rates and credit markets adjust to the developing outlook for economic growth and inflation?
  • What is the role of alternative investments in a low interest-rate environment?

Our panel will feature Head of Asset Allocation, Viraj Patel, Head of Portfolio Management, Carin Pai, Head of Fixed Income, Jeffrey MacDonald and Head of Advisory Solutions, Kate Huntington. The panel will be moderated by Chief Investment Officer, Ronald Sanchez.

Speakers

Viraj Patel

Head of Asset Allocation

Viraj Patel, CFA, FRM, CAIA, Managing Director and Head of Asset Allocation, is responsible for leading the firm’s cross asset research & strategy across various asset classes & investment segments for high-net-worth and institutional investors.

Carin Pai

Head of Portfolio Management

Carin Pai, CFA, Executive Vice President and Head of Portfolio Management, is responsible for leading Fiduciary Trust’s team of portfolio managers. Carin oversees the firm’s equity strategy and process as the head of the Equity Strategy Committee.

Jeffrey MacDonald

Head of Fixed Income

Jeffrey MacDonald, CFA, Managing Director and Head of Fixed Income Strategies, has over 25 years of experience and is responsible for leading Fiduciary Trust’s fixed income effort.

Kate Huntington

Head of Advisory Solutions

Kate Huntington, Managing Director, Head of Advisory Solutions Group. Kate leads the Advisory Solutions Group within Fiduciary Trust which brings comprehensive investment advisory solutions to ultra-high net worth and institutional clients.

Moderator Ronald Sanchez

Chief Investment Officer

Ronald Sanchez, CFA, Executive Vice President and Chief Investment Officer, is responsible for setting the global investment strategy for client assets.

Overview

Title: The Challenges of Caring for Aging Parents

Date: Thursday, April 7, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Learn about the difficulties families face as parents age. Hear tips on managing finances, senior living and caregiving options.

Overview

Title: Insights for Women – Navigating the Financial Challenges of Widowhood and Divorce

Date: Thursday, March 10, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Hear our experts share thoughts about financial issues a newly widowed or divorced woman is likely to encounter when facing a new life.

Overview

Title: What Do I Need to Know as I Prepare for Retirement?

Date: Thursday, February 10, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

How to organize your life, personally and financially, as you plan to move from the stages of “Learning” and “Earning” to a life of “Returning.”

Overview

Title: Are You Sending Your Children to College?

Date: Thursday, May 12, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Hear about tax-smart strategies to give the gift of education as well as other tips for families as their kids go off to college.

Overview

Title: Five Financial Factors Impacting the LGBTQ+ Community

Date: Thursday, June 9, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

A look at housing, medical costs, estate planning, taxes and family planning and the impact of these factors on the LGBTQ+ community.

Overview

Title: Investment Outlook: What’s Ahead for the Second Half of 2022?

Date: Thursday, July 14, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Experts will share their view on the investment landscape for the past six months and the remainder of 2022.

Overview

Title: Foundations and Endowments

Date: Thursday, September 29, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

 

Overview

Title: Cybersecurity Awareness

Date: Thursday, October 13, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary