Riding the Bull

  • 082714
  • 1 minute

In today’s ever-shifting financial sector, a well-balanced mix of experience and knowledge works to create a strong, stable foundation. So when three of our advisors were invited to attend a recent investment forum in NYC, they jumped at the chance to sharpen their skills and broaden their knowledge base.

Joe Randazzo, Michael Embrescia and Suzanne Lipps, among the 62 professionals from across the U.S., spent two days’ time hearing from industry giants. Among them: Dr. Quincy Crosby (Chief Market Strategist for Prudential, frequent guest on CNBC, former Global Strategist, Deutsche Bank Asset Management, Credit Suisse, ING Barings); Vince Tiseo (VP and Head, Global Wealth Management Institute, Goldman Sachs Asset Management); Philip Chandler (Portfolio Manager, Schroders); and John Tousley (Managing Director and Senior Portfolio Strategist, Goldman Sachs Asset Management).

Both Thursday’s program—held in the original dining room of the New York Stock Exchange—and Friday's meetings—in Goldman Sachs’ 43rd Floor Conference Room, World HQ—illuminated trends and edified invitees. Our advisors received an in depth look into top economists’, strategists’ and portfolio managers’ thoughts on current global economic and market environments, along with potential future developments.

While it was a distinct privilege to be invited, a certain responsibility comes with having attended. Be assured, our advisors intend to put their newly acquired insights and fine-tuned expertise to work for you, our clients.