A Look into the potential post-election landscape, gain insights and strategies for navigating the political & economic shifts ahead.
What you'll learn:
How to adapt to policy changes and market trends after the election.
Strategies to navigate uncertainty and unlock new opportunities.
Key insights into the political and economic shifts
Who you'll hear from:
Richard Flynn - Managing Director, Head of Charles Schwab, U.K., Limited
Richard Flynn is an experienced financial professional with over 20 years of experience in equity markets (specializing in US investing) and the delivery of financial advice. He has been with Charles Schwab for over 14 years and for the last six years has served as Chief Executive of its UK retail business, Charles Schwab UK.
Prior to joining Schwab, Richard worked in numerous financial firms, delivering financial advice to investors and professionals across the UK and Ireland. A law graduate of University College Dublin, Richard has studied at the Wharton School and holds a diploma in Private Client Investment Advice and Management through the UK’s Chartered Institute for Securities and Investment.
Jeff Kleintop - Managing Director, Chief Global Investment Strategist at Charles Schwab & Co., Inc.
Jeffrey Kleintop, CFA, is responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications. In this role, Jeffrey provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron's, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today's Changing Financial Markets, published by John Wiley & Sons in 2006.
Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received an MBA from Pennsylvania State University and earned a B.S. in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA) charterholder.
Stephane Renevier CFA - Senior Global Markets Analyst at Finimize
Stephane started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes. He is now part of our analyst team here at Finimize.
About Charles Schwab
At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
More information is available at aboutschwab.com.
